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Tag: Estate and Tax Planning

Bryan C. Skarlatos Presents On “Tax Ethics: Best Practices for Ensuring Compliance With Circular 230” At A Strafford Live Webinar

Bryan C. Skarlatos presents on “Tax Ethics: Best Practices for Ensuring Compliance With Circular 230” on November 22, 2022 at a Strafford live webinar. Panel Description: This course discusses Circular 230 concerns regarding ethical encounters facing tax professionals, including how current norms impact the profession. The panel examines best practices

Caroline D. Ciraolo Participates In A Panel Titled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know” At The Tax Strategies 2022 Conference

Caroline D. Ciraolo joins a panel titled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know” at the Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2022 conference in Los Angeles, CA. Panel Description: Ethical rules related to advising clients

Caroline D. Ciraolo Participates In A Panel Entitled “Tax Treaties For The Estate Planner” At The California Lawyers Association Taxation Section’s 2022 Annual Meeting Of The Tax Bar And Tax Policy Conference

Caroline D. Ciraolo participates in a panel entitled “Tax Treaties for the Estate Planner” at the California Lawyers Association, Taxation Section’s 2022 Annual Meeting of the Tax Bar and Tax Policy Conference. The panel will discuss important issues under income, and estate and gift tax treaties. It will also cover

Tips On Qualified Small Business Stock Exclusions

By Stephen Josey Law360 Tax Authority July 27, 2022 On May 27, the Internal Revenue Service provided much-needed guidance to taxpayers and tax professionals regarding the scope of the qualified trades or businesses requirement for claiming the qualified small business stock, or QSBS, exclusion. As background, to qualify for the

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

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