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Newsletter
From Regulatory & Compliance
on March 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
From Regulatory & Compliance
on February 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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Newsletter
From Regulatory & Compliance
on January 2026
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Newsletter
Key developments in December 2025
From Regulatory & Compliance
on December 2025
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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
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Newsletter
Key developments in November 2025
From Regulatory & Compliance
on November 2025
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Newsletter
December 2025 AFRs and 7520 Rate
Inflation Adjustments for 2026
IRS Draft Publication 590-A (2025): Trump Account Update
SECURE 2.0 Act – Final Regulations Issued for Roth Catch-Up Contributions
Department of the Treasury, Exemptive Relief Order to Delay the Effective Date of the Residential Real Estate Rule (issued September 30, 2025)
C.S. v. R.H., 2025 NY Slip Op 51426(U) (Sup. Ct., N.Y. Cnty., Sept. 8, 2025)
Freedom Path, Inc. v. Internal Revenue Service, Case No. 20-cv-1349 (JMC) (D.D.C. Sept. 30, 2025)
Petition filed in U.S. Tax Court on October 3, 2025: Belmont Investments, LLC v. Commissioner
Pending New York Legislation Allowing Electronic Wills
December 2025
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Newsletter
Key developments in October 2025
From Regulatory & Compliance
on October 2025