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Case Summaries

CCA 201939002 — Anticipated Merger Must be Considered in Valuing Stock

Case Summaries

Nelson v. Commissioner, T.C. Memo. 2020-81 – Valuation: Formula Transfers, Minority and Marketability Discounts, Multi-Tiered Discounts

Maximizing Your Impact: Philanthropic Approaches to Meeting Today’s Needs

Active Management: The View From External Managers

Current Developments

Estate Planning Current Developments (September 2020)

Case Summaries

Estate of Bolles v. Commissioner, T.C. Memo. 2020-71 –Treatment of Advances as Legitimate Loans vs. Gifts

ACTEC Summaries

ACTEC 2020 Annual Meeting Musings

Tax insights

Best Planning Ideas for Today’s Tax Laws

Case Summaries

The Statute of Limitations and Disclosure Rules for Gifts, March 2024

Investment Management

Portfolio Positioning Amid Recent Market Moves