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Case Summaries

Estate Tax Changes Past, Present, and Future (March 12, 2024)

Case Summaries

Estate of Aaron U. Jones v. Commissioner, T.C. Memo. 2019-101

ACTEC Summaries

ACTEC 2019 Summer Meeting Musings (Including “Income Tax Planning Strategies for the Advisor’s Toolkit”)

Case Summaries

Kaestner Trust — Supreme Court Guidance for State Trust Income Taxation

Case Summaries

Valuation of S Corporation Shares; Applicability of Section 2703(b) to Family Transfer Restriction, Kress v. U.S. (E.D. Wis, March 26, 2019)

Current Developments

Estate Planning and Current Developments and Hot Topics (December 2019)

Investment Management

Inflation Checkpoint: Transportation Innovations and Transit Costs

ACTEC Summaries

ACTEC 2015 Annual Meeting Musings

ACTEC Summaries

ACTEC 2013 Summer Meeting Musings

ACTEC Summaries

ACTEC 2012 Fall Meeting Musings