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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 ... read more >

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 ... read more >

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 ... read more >