Insights for professional partners

Heckerling Musings

Heckerling Musings 2020 and Estate Planning Current Developments

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.

Case Summaries
Mar 23, 2020
Grieve v. Commissioner – Tax Court Rejects IRS Gift Tax Valuation Approach
Heckerling Musings
Feb 20, 2020
Heckerling Musings 2020 and Estate Planning Current Developments
Case Summaries
Feb 3, 2020
Washington Update (Selected Cases)
Case Summaries
Feb 3, 2020
Washington Update (February 3, 2020 )
Case Summaries
Feb 3, 2020
Estate Tax Changes Past, Present, and Future (February 3, 2020 )
Current Developments
Jan 23, 2020
Estate Planning and Current Developments and Hot Topics (December 2019)
Case Summaries
Jan 8, 2020
Top Ten Estate Planning and Estate Tax Developments of 2019
ACTEC Summaries
Dec 18, 2019
ACTEC 2019 Fall Meeting Musings
Case Summaries
Oct 9, 2019
CCA 201939002 — Anticipated Merger Must be Considered in Valuing Stock
ACTEC Summaries
Sep 6, 2019
ACTEC 2019 Summer Meeting Musings (Including “Income Tax Planning Strategies for the Advisor’s Toolkit”)

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