Our Thoughts On Archive

Consistent Basis Reporting Is Now the Law of the Land

Please see our recent article for updates regarding Form 8971. Recent changes to the law have imposed new reporting requirements upon executors of decedents’

IRS May Eliminate Asset Discounts on Family Transfers

The Internal Revenue Service (“IRS”) appears to have set its sights on a popular strategy used by taxpayers to transfer wealth to successive

President Obama Proposal Targeting Capital Gains Loophole

In his recent State of the Union Address, President Obama outlined his plan to simplify the tax code and make it more fair. His approach to simplification