Publications
August 1, 2022 Coronavirus (COVID-19) Resource Center
January 19, 2021 Who Should Apply to IRS’ Voluntary Disclosure Program? Think Advisor
August 11, 2020 Looking Ahead to 2021 with a Focus on Your Estate Plan
May 26, 2020 Summer 2020 Estate Planning Updates
May 1, 2020 Estate Planning for Founders and Investors in Venture-backed Companies: Transfers of Qualified Small Business Stock by Gift Tax Stringer
March 11, 2020 Perspective and Planning During Uncertainty
November 21, 2019 2019 Year-End Trusts & Estates Update
May 7, 2018 Impact of International Tax Reform Provisions on International Estate Planning
January 2, 2018 Effect of the Tax Cuts and Jobs Act on Trust and Estate Planning
November 13, 2017 Federal Tax Reform May Affect Estate Planning
December 16, 2016 2016 Year-End Trusts & Estates Update
August 10, 2016 Significant Changes Proposed to Rules for Valuing Interests in Family-Controlled Entities
August 2014 Exemption From PFIC Regime for Indirect Ownership Expanded
June 2014 What Donors Need to Know About Appreciated Property
April 2014 Significant Changes to New York Estate and Income Tax Enacted
March 2014 Significant Changes Proposed to New York Estate and Income Tax Laws
July 2013 Implications of the Supreme Court’s Windsor Decision on Estate Planning for Same-sex Couples
January 2013 American Taxpayer Relief Act of 2012 Alerts
January 2013 Estate Planning Implications of the Fiscal Cliff Deal
January 2013 Charitable Giving Under the New Tax Law: A Unique (But Brief) Opportunity for IRA Rollovers and Other Highlights
December 2012 IRS Allows Charitable Contributions To Disregarded Entities
June 2012 Estate Planning Opportunities Set to Expire in Six Months
November 2011 Tax Law Update
December 2010 Federal Estate, Gift and Generation Skipping Transfer Tax Update
October 13, 2010 Federal Estate, Gift and Generation Skipping Transfer Tax Update
July 15, 2010 The Ethical and Practical Considerations of Removing an Incapacitated Trustee
December 2009 Possible Temporary Estate and GST Tax Repeal
February 2009 Estate Planning Update
December 2008 President-Elect Barack Obama's Tax Proposals