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Heckerling Musings

Estate Planning Current Developments and Hot Topics (May 1, 2016)

Case Summaries

Estate of Morrissette v. Commissioner, 146 T.C. No. 11

ACTEC Summaries

ACTEC 2016 Summer Meeting Musings (Including Fiduciary Income Tax “Bootcamp”)

Tax insights

Upcoming IRS Regulatory Projects (Including Section 2704 Proposed Regulations)

Tax insights

Section 2704 Proposed Regulations

Insights for Professional Partners

Observations for Planners Regarding House Republicans and President - Elect Trump Proposals Regarding Tax Reform (Including the Transfer Tax); Process for Tax Reform Changes; Planning Implications for Planners

Heckerling Musings

Estate Planning Current Developments and Hot Topics (December 1, 2016)

Case Summaries

True v. Commissioner , Tax Court Docket Nos. 21896-16 and 21897-16

Heckerling Musings

Heckerling Musings 2017 and Estate Planning Current Developments (through October 2017)

ACTEC Summaries

ACTEC 2017 Annual Meeting Musings