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Tag: Estate and Tax Planning

Bryan C. Skarlatos Participates In A PLI Panel Entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know”

On May 11, 2022, Bryan C. Skarlatos participates in a panel entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know” for “Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2022 New York City” hosted by the Practising

Megan L. Brackney Participates In A PLI Panel Entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know”

On April 28, 2022, Megan L. Brackney participates in a panel entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know” for “Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2022 Chicago” hosted by the Practising Law Institute

Robert M. Russell Participates In a Panel Entitled “Tax Practice in a Perfect Storm – Assessing the Impacts of Inflation, Supply Chain Disruption, and Legislative Uncertainty on the Tax Function” At The Tax Executives Institute’s Midyear Conference

On March 21, 2022, Robert M. Russell participates in a panel entitled “Tax Practice in a Perfect Storm – Assessing the Impacts of Inflation, Supply Chain Disruption, and Legislative Uncertainty on the Tax Function” at the Tax Executives Institute’s 2022 Midyear Conference. Description: The tax function is in the midst

A Primer On Establishing A Trust And Its Taxation

By Sidney Kess and Edward Mendlowitz Practical Tax Strategies June 2021 Trusts are an effective mechanism to provide for transfers of assets, protect assets from eventual or potential creditors, enable assets to be used in situations where the person establishing the trust is not able to act for themselves, provide

Navigating the IRS’s Self-Dealing Rules for Private Foundations

By Usman Mohammad and Emma Westerhof The CPA Journal, Tax Practice & Procedure Column April/May 2021 Issue The Donald J. Trump Foundation was undone by alleged acts of self-dealing involving its namesake, Donald J. Trump, who also allegedly used the foundation to promote his candidacy for president in 2016. The