Blogs

A discussion of state taxation issues including changing residency and domicile, incomplete nongrantor trusts, and the state income taxation of trusts after a recent decision by the United States Supreme Court.

A discussion of recent changes to the international private client landscape and planning opportunities, including CFCs, Grecian Magnesite, planning for inbound real estate investment and changes in the electing small business trust (“ESBT”) rules al…

Repeal of the medical device tax, in effect as part of the ACA but under moratorium since 2016.

Alan Wink puts a bow on the decade’s VC landscape, which was led by technology. As always, he examines mega deals, exit values, dry power and more, as well as what the new year may hold.

A discussion of the jeopardy levy, an action the IRS can use when they believe that collection of a tax is in jeopardy, and the appeals options for the taxpayer.

A discussion of how perceptions of ethics are changing – and how societal changes and trends are affecting the way we have to behave and communicate.

A discussion of the concepts related to special needs trusts (different types of public assistance – those that are means-tested and those that are not; difference between self-settled trusts and third party-settled trusts; different types of distrib…

A discussion of the handling of S corporation returns in estate plans.

A discussion with Andrew Middlebrooks, CIO of EIA All Weather Alpha Partners, LLC, regarding the impact of the China slowdown on global markets.