Portability on a QTIP Only Estate Tax Return
September 28th, 2016New Ruling The IRS has just issued Revenue Procedure 2016-49 to provide assurance to taxpayers about an issue that many have pondered. A Bit of Background: QTIP […]
Shenkman Law
Religion and Estate Planning
September 13th, 2016Introduction Showing sensitivity to a client’s religious concerns should be an integral component of estate planning. Religious goals can be achieved by integrating a client’s religious concerns into the […]
Planning for 2704 Proposed Regs: Be Wary of the Step Transaction Doctrine
September 7th, 2016Introduction Practitioners are still grappling with the intricacies and complexities of the Proposed 2704 Regulations. But it is vital to start addressing some of the long existing tax doctrines […]