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Updated: Year-End Charitable Giving Ideas: IRA Rollovers and “Bunching” Charitable Deductions

USA - November 28 2018 Recent tax law changes amplify the benefits of two different charitable giving ideas: (1) "bunching" charitable giving to maximize deductions and (2)…

Alison F. Egan, Megan E. Wernke, William D. Fournier.

2018 Ushers In New Estate Planning Opportunities and Pitfalls

USA - January 18 2018 On December 22, 2017, President Trump signed into law the most sweeping tax reform bill in over 30 years (the "2017 Tax Act" or the "Act"). For…

Alison F. Egan, Anne J. O'Brien, Megan E. Wernke.

Tax Plans Compared (December 2016) Individual Income Tax

USA - December 5 2016 It is widely expected that Congress will address tax reform early in its 2017 session. This alert summarizes current law, President-Elect Trump's…

Anne J. O'Brien, Jonathan S. Brenner.

Possible Repeal of the Estate Tax in 2017

USA - December 5 2016 The election of Donald Trump as the next President, along with continued Republican Party control of both the House and the Senate, could signal that…

Anne J. O'Brien, Megan E. Wernke, William D. Fournier.

2016 Federal and State Estate Gift Tax Exemptions for D.C., Maryland, and Virginia

USA - December 28 2015 Each year, certain estate, gift and generation-skipping transfer tax figures are subject to inflation adjustments. This client alert addresses…

Anne J. O'Brien, Megan E. Wernke, William D. Fournier.