Blogs January 17, 2020 Medical Device Tax Repealed

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

Blogs January 17, 2020 What a Decade for Tech!

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.

Blogs January 17, 2020 Jeopardy Levy: IRS’s Most Dangerous Levy Action?

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.

Blogs January 16, 2020 You Mean I Can’t Bribe the Coach? Modern Ethics Issues You Didn’t See Coming

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.

Blogs January 16, 2020 What Makes a Special Needs Trust So Special, and When Should One Be Used?

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…

Blogs January 16, 2020 Why Do I Cringe Every Time I See an S Corporation in My Client’s Estate Plan?

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

Blogs January 16, 2020 Trends Watch: China

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

Blogs January 15, 2020 Final Qualified Opportunity Zones/Funds Regulations Released by the Treasury Department and IRS

Final regs and FAQs were recently released on qualified opportunity zones (QOFs) and qualified opportunity zones (QOZs). This article is a discussion and reference to critical points, including what types of gains may be invested and when, when gains…

Blogs January 14, 2020 The Life-Changing Magic of Grantor Trusts

A recap of Sam Donaldson’s session from Heckerling focused on grantor trusts and SWAPs