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Pass-Through Entities Held by Trusts; Formula Transfers in Estate Planning; Business Gifts

USA - July 10 2020 The first part of this webinar summarizes the consequences of trusts owning interests in S corporations and partnerships, including planning for and…

Overview of Loss Limitations; Family Office Partnership; Sale to Spousal Grantor Trust

USA - April 17 2020 First, business losses are subject to several limitations. In response to the 2020 pandemic, businesses or their owners may carry 2018, 2019, and 2020…

CARES Act implications for charitable giving during COVID-19

USA - March 31 2020 The save-the-economy CARES Act passed by Congress and signed by the President on March 27 includes a wide variety of provisions designed to rescue an…

Jackie Dimmitt, Larry Katzenstein, Rick Lawton.

Tax filing deadline extended due to COVID-19

USA - March 21 2020 Late on March 20, 2020, the U.S. Treasury Department issued Notice 2020-18, which replaced Notice 2020-17 and implemented announcements by Steve…

David Kaufman, Edward J. Buchholz, Sean Crowley.

Fiduciary Income Tax Refresher and Update 2020

USA - February 5 2020 In this webinar the presenters will discuss tax-savings tools that can be used between now and March 5 when preparing 2019 returns. The presenters…

Laura M. Duncan.