Olivia VanBennekom

News & Insights Events

  • Newsletter

    In this issue: August AFRs and 7520 Rate; Treasury Decision 10051; Trump Accounts Qualify for the Annual Exclusion; Family Office Found., Inc. v. Comm’r; In re Tung Trust Dated October 24, 2011; JCT Footnote 102 on IRC § 68

    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)

    on August 2026

  • Newsletter

    Wealth Management Update

    July AFRs and 7520 Rate
     
    One Big Beautiful Bill Act: Tax Credits for School Choice Scholarship Program
     
    In re Herbert Irrevocable Family Trust, No.367338, slip op. (Mich. Ct. App. Apr. 30, 2025)
     
    In re Sherrod Estate, No.369863, Slip Op. (Mich. Ct. App. March 18, 2025)
     
    Estate of Spizzirri v. Commissioner, No. 23-14049 (11th Cir. 2025)
     
    Estate of Griffin v. Commissioner, T.C. Memo. 2025-47, No.15938-23
     
    Layton v. Layton, 2025 PA Super 111
     
    In re Estate of Mueller, No. 127,532, 2925 BL 195526 (Kan. App. June 6, 2025)

    on July 2025