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House ways and Means Committee issues draft for proposed tax changes

USA - September 20 2021 Earlier this week, the House Ways and Means Committee issued draft text for proposed tax changes to include in the Democrats’ broader budget…

Cristine M. Sapers, Jennifer M. Smith

From The Green Book: Administration’s Tax Proposals For Individual Income Taxation

USA - June 22 2021 For the first time in almost five years, the Treasury Department has released its "Green Book." The Green Book provides General Explanations of the…

Cristine M. Sapers, Jennifer M. Smith

November Is Approaching Fast! What You Need to Know About Estate Planning and Property Taxes

USA - July 19 2020 The upcoming November election could bring significant changes in tax laws impacting estate and wealth-transfer planning for our clients. Don’t wait…

Ryan M. Austin, Leah M. Bishop

IRS Seeks to Limit Valuation Discounts for Family-Controlled Entities: Proposed Section 2704 Regulations

USA - August 5 2016 Many sophisticated estate planning techniques include gifts, sales, or other transfers to family members that incorporate significant discounts on…

Leah M. Bishop