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IRS Issues Final Regulations on Modified Carryover Basis

Tax

By Michael Darpino

As the Trump administration begins, the estate planning community is bracing itself for the far-reaching changes to the tax code that our elected leaders ... read more >

The IRS Makes Changes to Charitable Remainder Annuity Trust Rules

A charitable remainder annuity trust (“CRAT”) can be a powerful estate planning tool for taxpayers who wish to make charitable contributions ... read more >

Trump Declines to Release Tax Returns Until After IRS Audit

Tax

By Michael Darpino

Republican presidential front-runner Donald Trump has been unrestrained when attacking his fellow contenders both on and off the debate stage. It is no ... read more >

Facebook CEO Mark Zuckerberg to Donate Fortune to Charity

Facebook’s Mark Zuckerberg and his wife, Dr. Priscilla Chan, celebrated the birth of their first child during Thanksgiving week. In an open letter ... read more >

The Centennial Anniversary of the Federal Estate Tax

September 8, 2016 will commemorate the one hundredth anniversary of the federal estate tax. Back in 1916, World War I was raging and America needed additional ... read more >

IRS Issues Proposed Regulations on Transfer Taxes on Gifts and Bequests from Expatriates

On September 9, 2015, the Internal Revenue Service (the “IRS”) issued proposed regulations affecting taxpayers who received gifts and bequests ... read more >

Solar Investment Tax Credit

Despite the lack of sunshine this summer, tax incentives remain for businesses that invest in qualifying solar energy property. The commercial solar investment ... read more >