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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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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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Blog
From Employee Benefits & Executive Compensation Blog
on December 5, 2022
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Press Release
November 22, 2022
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Blog
From Minding Your Business Blog
on November 21, 2022
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News
Steven Holinstat, Co-Head of the Firm’s Fiduciary Litigation Group, is noted for being elected a Fellow by The American College of Trust and Estate Counsel (ACTEC).
From ACTEC
on November 18, 2022
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Blog
From Employee Benefits & Executive Compensation Blog
on October 18, 2022
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Blog
From Employee Benefits & Executive Compensation Blog
on October 14, 2022
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Newsletter
October 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split Interest Charitable Trusts
Federal Estate, Gift and GST Tax Exemption to increase by $860,000 in 2023
Florida Legislation Update
Donoghue v. Smith, 2022 U.S. Dist. LEXIS 76071
Yost v. Carroll, DC IL, 130 AFTR 2d ¶2022-5086
In re Marriage of Rene Simon Cruz and Rena Dillon Cruz (Cal. Sup. Ct. 2022)
October 2022