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Updated: Consistent Basis Reporting Is Now the Law of the Land

This article is updated information from our original article posted on February 24, 2016. Recent changes to the law have imposed new reporting requirements

Consistent Basis Reporting Is Now the Law of the Land

Please see our recent article for updates regarding Form 8971. Recent changes to the law have imposed new reporting requirements upon executors of decedents’

Do You Have an Estate Plan for Digital Assets?

As digital presence of an individual continues to grow, the question of the digital assets estate planning is starting to emerge. There are obvious reasons

Gift Tax Returns: What's With All the Questions?!

With the October 15 deadline for gift tax returns behind us, clients and other tax groups at Schneider Downs may have at times felt bombarded with questions

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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

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

Estate Tax Closing Letters No Longer Automatic

The Internal Revenue Service (the “IRS”) has recently changed its procedures regarding the issuance of closing letters upon the filing of a

IRS Issues Final Estate Tax Portability Rules

The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 introduced a new concept known as “portability” to the

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How the Highway Trust Fund Bill Could Affect Your Inheritance

On July 15, the House of Representatives passed the Highway and Transportation Funding Bill of 2015, Part II (H.R. 3038) by a 312 to 119 vote. Introduced

IRS May Eliminate Asset Discounts on Family Transfers

The Internal Revenue Service (“IRS”) appears to have set its sights on a popular strategy used by taxpayers to transfer wealth to successive

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