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Kari Tallarico

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Women’s Voices Across the Nation

For the next segment in our Women’s Suffrage series to honor the 100th anniversary of the 19th Amendment, which legalized a Women’s Right to

Continuing to Decipher Estate and Trust Deduction Changes

In July 2018, the IRS issued Notice 2018-61 to provide insight on the suspension of miscellaneous itemized deductions for Trusts and Estates under newly

CARES ACT – impacts on Charitable Contribution Deductions

The CARES Act (hereinafter “the Act”) was enacted to provide emergency assistance in light of the 2020 Coronavirus pandemic. With this Act

“Step-Up” Your Estate Tax Strategies

Please note that the following article was co-authored by Greg Allison. One of the most common strategies employed by affluent taxpayers in a comprehensive

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IRS Raises the Estate and Gift Tax Exemption for 2019

Property included in an individual’s estate at the time of death is subject to a tax by the federal government. There is, however, an exemption available

The Estate and Gift Tax Exemption Planning Puzzle

As every good tax advisor knows, planning is key. So what happens when you have to plan for the unknown? This is the situation that estate and gift tax

How "Taxing" is the Suspension of Miscellaneous Itemized Deductions for Trusts and Estates

In Notice 2018-61 issued July 13, 2018 by the Internal Revenue Service ("IRS"), the IRS has provided insight to the recently enacted Internal

Proposed Regulations Affecting Valuation Discounts - New Update Provides Sigh of Relief

In August of 2016, the Internal Revenue Service (the “IRS”) proposed regulations that, if made final, would have extensive consequences on

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The Road to Tax

To say I had a different track than most people in public accounting is an understatement. I am the first to admit that, at age 18, I had no idea where

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