Section 2704 Proposed Regs: Action Steps for High Net Worth Families

Mark R. Pathemer

Mark R. Pathemer suggests how clients can prepare ahead of their finalization.

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A Noble Use for the Nobel Prize

Conrad Teitell

Before Bob Dylan accepts his Nobel prize for literature, keep in mind that the IRC states that all income from whatever source derived is includible in gross income, unless specifically excluded.

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The Giving Pledge for the Rest of Our Clients

Bruce DeBoskey

Many clients who fall below the billionaire threshold can also contribute to philanthropy—without compromising their ability to take care of themselves and their loved ones in their chosen lifestyles.

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New Jersey Repeals Estate Tax

Joseph C. Mahon

The Legislature approved the repeal on Oct. 7, and the Governor signed the act into law on October 14.

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Inherited IRA Distributions Treated as Taxable

Dawn S. Markowitz

The IRS explained its treatment of two individual retirement accounts that a taxpayer’s deceased father had set up. 

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Highlights of the Notre Dame Tax and Estate Planning Institute

Wednesday, November 16, 2016 | 2 p.m. ET 11 a.m. PT

The Notre Dame Tax and Estate Planning Institute takes place on October 27-28. Marty Shenkman, one of the conference's speakers, will provide an overview of the Institute highlights.

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