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Newsletter
September AFRs and 7520 Rate
NYC "Pied-à-Terre" Tax – Final Rules & Other Updates
Proposed Limits on "Mega" Retirement Accounts (S. 5040 and H.R. 9813)
Lewis v. Commissioner, T.C. Memo. 2026-58 (July 20, 2026)
South Dakota Senate Bill 100
PLR 202632007 (August 7, 2026)
September 2026
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Press Release
August 24, 2026
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Newsletter
August AFRs and 7520 Rate
Treasury Decision 10051 (July 9, 2026)
Trump Accounts Qualify for the Annual Exclusion
Family Office Found., Inc. v. Comm’r, No. 10779-23X (T.C., pending)
In re Tung Trust Dated October 24, 2011, 2026 WL 1661672 (Cal. Ct. App. June 9, 2026)
JCT Footnote 102 on IRC § 68
Estate of Fields v. Commissioner (5th Cir., Filed June 8, 2026)
Fla. Stat. § 736.10081
PLR 202625012 (June 18, 2026)
August 2026
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Awards and Recognition
July 23, 2026
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Newsletter
July 2026 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
IRS Proposes Increase to Estate Tax Closing Letter User Fee
New York City "Pied-à-Terre" (Second Home) Tax
New SCPA § 307 Service of Process Rules in New York Surrogate's Court
United States v. Huckaby, 2026 WL 587784 (E.D. Cal. Mar. 3, 2026)
Matthews v. Nielsen (In Re Estate of Nielson) (Mich. Ct. App. 2026)
PLR 202619008 (May 8, 2026)
IRS 2025 Data Book
Succession of Lynch, 415 So. 3d 939 (La. App. 2 Cir. July 16, 2025)
PLR 202622003 (March 2, 2026)
C.S. v. R.H., 2025 N.Y. Misc. LEXIS 7294 (Sup. Ct., N.Y. County, Sept. 8, 2025)
July 2026
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Awards and Recognition
May 4, 2026
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Newsletter
April 2026 AFRs and 7520 Rate
Philip G. Peterson v. Christian Community Foundation, Inc. d/b/a WaterStone, a Colorado nonprofit corporation (U.S. District Court for the District of Colorado)
In The Matter of The Niki and Darren Irrevocable Trust and The N and D Delaware Irrevocable Trust (Court of Chancery of the State of DE, November 19, 2025)
The Series LLC In Florida
Property Tax Reform in Florida: House Joint Resolution 203
Two Recent Federal Privilege Rulings Related to AI Tools Have Implications for Routine Tax Advisor Arrangements
April 2026
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Newsletter
March 2026 AFRs and 7520 Rate
New York Medical Aid in Dying Act
New California Probate Code §15804: Revised Virtual Representation in California
FINCEN - Residential Real Estate Rule
Update on New York Legislation Allowing Electronic Wills
March 2026
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Blog
From Compensation & Benefits Blog
on February 23, 2026
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Newsletter
January 2026 AFRS and 7520 Rate
IRS Notice 2025-68: Trump Accounts Guidance
Florida Titles: Tenancy by the Entirety vs. Joint Tenancy with Right of Survivorship
CCA 202547014: Determining Validity of Tax Return Submitted by Taxpayers
Charitable Giving Changes
Internal Revenue Service Math and Taxpayer Help Act
January 2026