This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #301. The Treasury Department updated its frequently asked questions on July 8, 2024. The big news: if the […]
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #3115. There is no way to determine which, if any, of the Biden proposals will be enacted, and […]
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #2924. Smaldino, a recent Tax Court decision, provides several important lessons for practitioners to consider about how to […]
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #3079. Who a client names as their beneficiaries is fundamental to carrying out their dispositive wishes. How their […]
Originally posted on Forbes.com CTA and Estate Plans and Trusts The Corporate Transparency Act (“CTA”) is a mandate that requires most smaller closely held business entities to file […]
Originally posted on Forbes.com Federal Agency Regulations on Ambiguous Laws No Longer Get Deference A recent Supreme Court case will change the dynamic of key aspects of tax […]
Originally posted on Forbes.com Supreme Court Rules in Favor of the IRS On June 6, 2024, the U.S. Supreme Court issued a unanimous opinion on a closely held […]
Originally posted on Forbes.com Introduction Estate planning sometimes addresses the special needs of lesbian, gay, bisexual, transgender, and queer (“LGBTQ+”) people, or those who have family members in […]
Originally posted on Forbes.com Noncompete Agreements and Your Estate Plan Huh? What do the FTC and its new restrictions on noncompete agreements have to do with estate planning? […]
Date and Time: April 25, 2024 4:00-5:00 pm EST Register Here Course Description: Estate planning and wealth management have evolved over the years, and advisors must adjust their practices to […]