Insights for professional partners

Case Summaries

Kaestner Trust — Supreme Court Guidance for State Trust Income Taxation

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.

ACTEC Summaries
Aug 1, 2019
ACTEC 2019 Summer Meeting Musings (Including “Income Tax Planning Strategies for the Advisor’s Toolkit”)
Current Developments
Jul 30, 2019
Estate Planning and Current Developments and Hot Topics (July 2019)
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
Heckerling Musings
Feb 21, 2019
Heckerling Musings 2019 and Other Current Developments
Case Summaries
Jan 28, 2019
Section 199A Final Regulations Summary
Current Developments
Jan 10, 2019
Estate Planning Current Developments and Hot Topics (Final for 2018)
ACTEC Summaries
Dec 10, 2018
ACTEC 2018 Fall Meeting Musings
Case Summaries
Sep 12, 2018
Section 199A and Proposed Regulations Summary
  

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