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Tax Reform Impacts Federal Estate, Gift and Generation-Skipping Taxes

Within the recently enacted Tax Cuts and Jobs Act (the “Act”), lawmakers failed to satisfy longstanding promises of a full repeal of the federal ... read more >

Senate Republicans Unveil Tax Reform Policy Highlights

Tax Reform

By Michael Darpino

On November 2, 2017, the United States House of Representatives released the “Tax Cuts and Jobs Act”, a bill that, if passed, would be the ... read more >

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 >