Wealth Management Update

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

on April 2026

Wealth Management Update

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

on March 2026

Wealth Management Update

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

on January 2026

Wealth Management Update

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

on December 2025

Personal Planning Strategies

Estate, Gift and GST Tax Update
 
New York Basic Exclusion Amount to Increase in 2026
 
The New York LLC Transparency Act — What Business Owners Need to Know

on December 2025

Wealth Management Update

November 2025 AFRs and 7520 Rate
 
The New York LLC Transparency Act
 
Estate of Rowland v. Commissioner, T.C. Memo. 2025-76 (July 15, 2025)
 
Young v. Commissioner, T.C. Memo. 2025-95 (Sept. 22, 2025)
 
Private Letter Ruling 202538004 (June 13, 2025; released Sept. 19, 2025)
 
Private Letter Ruling 202538016 (June 10, 2025; released Sept. 19, 2025)
 
Private Letter Ruling 202538001 (June 24, 2025; released Sept. 19, 2025)
 
Daniels v. Commissioner of Revenue Services (Conn. Super. Ct., Oct. 15, 2024)

on November 2025

Wealth Management Update

October 2025 AFRs and 7520 Rate
 
In re Peters, OTA Case No. 2025-OTA-489 (Cal. Office of Tax Appeals, June 27, 2025)
 
Rulings and Cases Involving Tax Elections and GST Exemption Allocation Relief

on October 2025

Proskauer Earns Recognition in Chambers 2025 High Net Worth Rankings

on July 24, 2025

Loeb & Loeb Trusts and Estates Head Jumps to Proskauer

Partner Rachel Harris speaks to Law360 about her arrival at Proskauer and what she’s focused on in her new role.

From Law360 on June 4, 2025

Private Client Services Partner Rachel Harris Joins Proskauer in Los Angeles

on June 2, 2025