Our Thoughts On Archive

Kari Tallarico Owens

Articles 1 - 8 of 8

Estate Planning, Tax
Kari Tallarico Owens | 5.14.2020

Continuing to Decipher Estate and Trust Deduction Changes

In July 2018, the IRS issued Notice 2018-61 to provide insight on the suspension of miscellaneous itemized deductions for Trusts and Estates under newly

CARES Act, Coronavirus, Private Client Services, Tax
Kari Tallarico Owens | 3.30.2020

CARES ACT – impacts on Charitable Contribution Deductions

Learn more about the impact the CARES Act has on Charitable Contribution Deductions and the new requirements for the deduction.

Estate Planning, Schneider Downs, Tax
Kari Tallarico Owens | 1.11.2019

“Step-Up” Your Estate Tax Strategies

Please note that the following article was co-authored by Greg Allison. One of the most common strategies employed by affluent taxpayers in a comprehensive

Internal Revenue Service, Tax, Tax Reform
Kari Tallarico Owens | 11.19.2018

IRS Raises the Estate and Gift Tax Exemption for 2019

Property included in an individual’s estate at the time of death is subject to a tax by the federal government. There is, however, an exemption available

Estate Planning, Tax, Tax Reform, TCJA
Kari Tallarico Owens | 11.6.2018

The Estate and Gift Tax Exemption Planning Puzzle

As every good tax advisor knows, planning is key. So what happens when you have to plan for the unknown? This is the situation that estate and gift tax

Internal Revenue Service, Tax
Kari Tallarico Owens | 7.24.2018

How "Taxing" is the Suspension of Miscellaneous Itemized Deductions for Trusts and Estates

In Notice 2018-61 issued July 13, 2018 by the Internal Revenue Service ("IRS"), the IRS has provided insight to the recently enacted Internal

Business Advisors, Business Valuation , Estate Planning, Internal Revenue Service
Kari Tallarico Owens | 11.6.2017

Proposed Regulations Affecting Valuation Discounts - New Update Provides Sigh of Relief

In August of 2016, the Internal Revenue Service (the “IRS”) proposed regulations that, if made final, would have extensive consequences on

Construction, Estate Planning, Exit and Succession Planning
Kari Tallarico Owens | 11.30.-0001

“Constructing” Your Estate to Meet Your Needs

Learn more about the steps to protect your business interests and beneficiaries.

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