by grcadmin | Jul 10, 2015 | Articles, Publications
By Alison E. Lothes, co-written by David A. Handler Originally written for WealthManagement.com • Recent taxpayer victories regarding the state law taxing of trust income —Two recent cases have come out in favor of the taxpayer regarding the constitutionality and...
by Scott Farquharson | Mar 25, 2015 | Articles, Publications
[vc_row][vc_column width=”1/1″][vc_column_text]By Alison E. Lothes, co-written by David A. Handler Originally written for WealthManagement.com[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]Tax Court denies estate’s income tax...
by grcadmin | Feb 15, 2015 | Articles, Publications
By Alison E. Lothes Originally written for WealthManagement.com No Loss of Generation-Skipping Transfer Tax Exemption In Private Letter Ruling 201528014 (released July 10, 2015), a decedent’s will established two trusts, dividing the residue of his estate equally for...
by Scott Farquharson | Jan 23, 2015 | Articles
[vc_row][vc_column width=”1/1″][vc_column_text]By David A. Handler and Alison E. Lothes Originally written for WealthManagement.com[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]In PLR 201410011 (released March 7, 2014), the...
by Scott Farquharson | Jan 23, 2015 | Articles
[vc_row][vc_column width=”1/1″][vc_column_text]By David A. Handler and Alison E. Lothes Originally written for WealthManagement.com[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]The IRS issued a ruling (PLR 201410001 (released...
by Scott Farquharson | Jan 23, 2015 | Articles
[vc_row][vc_column width=”1/1″][vc_column_text]By David A. Handler and Alison E. Lothes Originally written for WealthManagement.com[/vc_column_text][vc_empty_space height=”32px”][vc_column_text]In CCA 201406010, the IRS, in one sentence,...
