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Case Summaries

Estate of Wimmer v. Commissioner, T.C. Memo 2012-157

Insights for Professional Partners

Portability Temporary and Proposed Regulations

ACTEC Summaries

ACTEC 2012 Summer Meeting Musings, Including Special Seminar About Counseling Family Businesses and Business Families

Heckerling Musings

Estate Planning Current Developments and Hot Topics (December 1, 2012)

ACTEC Summaries

ACTEC 2013 Annual Meeting Musings

Insights for Professional Partners

Estate of Koons, T.C. Memo. 2013-94

Tax insights

Private Letter Rulings 201310002- 201310006

ACTEC Summaries

ACTEC 2013 Fall Meeting Musings

Insights for Professional Partners

Estate of Kite v. Commissioner, Rule 155 Order and Decision (Cause No. 6772-08, unpublished opinion October 25, 2013)

Heckerling Musings

Estate Planning: Current Developments and Hot Topics (December 1, 2013)