Zachary Lieberman

News & Insights Events

  • Newsletter

    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