Insights for professional partners

Case Summaries

CCA 201939002 — Anticipated Merger Must be Considered in Valuing Stock

We are pleased to share our insights with our professional partners, including Heckerling and ACTEC meeting summaries, timely commentary on policymaking, and insights on a range of court cases.

Current Developments
Oct 24, 2019
Estate Planning and Current Developments and Hot Topics (October 2019)
Case Summaries
Oct 23, 2019
Washington Update (Selected Cases)
Case Summaries
Oct 9, 2019
CCA 201939002 — Anticipated Merger Must be Considered in Valuing Stock
Case Summaries
Sep 6, 2019
Washington Update (September 6, 2019)
Case Summaries
Sep 6, 2019
Estate Tax Changes Past, Present, and Future (August 2019)
ACTEC Summaries
Sep 6, 2019
ACTEC 2019 Summer Meeting Musings (Including “Income Tax Planning Strategies for the Advisor’s Toolkit”)
Case Summaries
Aug 26, 2019
Estate of Aaron U. Jones v. Commissioner, T.C. Memo. 2019-101
Case Summaries
Jul 2, 2019
Kaestner Trust — Supreme Court Guidance for State Trust Income Taxation
Case Summaries
Jun 24, 2019
Valuation of S Corporation Shares; Applicability of Section 2703(b) to Family Transfer Restriction, Kress v. U.S. (E.D. Wis, March 26, 2019)
ACTEC Summaries
May 9, 2019
ACTEC 2019 Annual Meeting Musings

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