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Blog
From Employee Benefits & Executive Compensation
on February 1, 2023
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Newsletter
February 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
SECURE Act 2.0
Randle v. Farmers New World Life Insurance Company, 2022 Cal. App. LEXIS 918 (Ct. App. Nov. 7, 2022)
In re Estate of Wallace, unpublished per curiam Mich. App. opinion 357441
Rogers v. Rogers, 47 Fla. L. Weekly d2466 (2d DCA 2022)
United States v. Shant Hovnanian et al., No. 3:18-cv-15099 (27 December 2022)
February 2023
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Blog
From Employee Benefits & Executive Compensation
on January 24, 2023
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Newsletter
January 2023 AFRs and 7520 Rate
New York Estate Tax – 2023 Basic Exclusion Amount
Massachusetts Millionaires Tax
Alejandro J. Rojas et al. v. Commissioner, No. 7453-19, T.C. Memo. 2022-77 (July 18, 2022)
Jennifer Joy Fields et al. v. Commissioner, No. 2925-20S, T.C. Summary Op. 2022-22 (November 10, 2022)
Estate of William E. DeMuth, Jr. v. Commissioner, No. 18724-19, T.C. Memo. 2022-72 (July 12, 2022)
Betty Amos v. Commissioner, No. 4331-18, T.C. Memo. 2022-109 (Nov. 10, 2022)
PLR 202247004
Proposed Treasury Regulations – REG-106134-22, Syndicated Conservation Easement Transactions as Listed Transactions (Dec. 6, 2022)
U.S. Treasury Department, 2022-2023 Priority Guidance Plan (Nov. 4, 2022)
Matter of Walls, No. 2021-1074/A, 2022 NY Slip Op 51165(U) (Monroe Cty. Surr. Ct., Nov. 29, 2022)
January 2023
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Awards and Recognition
December 19, 2022
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News
Partner Myron Rumeld and associate Tulio Chirinos discuss the biggest rulings from 2022 that employers and retirement plan administrators should take note of with Law360.
From Law360
on December 16, 2022
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Awards and Recognition
December 9, 2022
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Newsletter
December 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
Inflation Adjustments for 2023
FinCEN – Beneficial Ownership Information Reporting Requirement
Matter of Estate of Manchester, 172 N.Y.S. 3d 918 (Sur. Erie Aug. 18, 2022)
Heinrich C. Schweizer v. Commissioner, T.C. Memo. 2022-102
Pinkert v. Schwab Charitable Fund, 130 AFTR 2d 2022-5986
December 2022
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News
Partner Mary Kuusisto is quoted about the importance of international promotions.
From The American Lawyer
on December 1, 2022
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Newsletter
Estate, Gift and GST Tax Update
What This Means for Your Current Will, Revocable Trust and Estate Plan
Gift Tax Update
Exploit the Gift Tax Annual Exclusion Amount
2022 Gift Tax Returns
New York Basic Exclusion Amount to Increase in 2023
Connecticut Estate Planning Update
New Jersey Estate Tax Was Eliminated on January 1, 2018
Make Sure That You Take Your IRA Required Minimum Distributions by December 31, 2022
Understanding the Inflation Adjustments to the Estate, Gift and Generation-Skipping Exemption Amounts
November 2022