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Tag: Estate and Tax Planning

2025 Art Law Day: What’s the (Tax) Value of Art?

Melissa Wiley will present a session titled “What’s the (Tax) Value of Art?” at the Appraisers’ Association of America’s (AAA) 2025 Art Law Day on November 7, 2025. The event will be held at the AAA’s New York City headquarters in Midtown Manhattan from 9:30 a.m. to 10:45 a.m. Eastern.

IRS Used Repealed Guidance in Whistleblower Case, Court Says

Tax Notes quoted Kostelanetz counsel Usman Mohammad in an article titled “IRS Used Repealed Guidance in Whistleblower Case, Court Says” about his work representing the estate of Joseph Insinga, alongside partners Caroline Rule and Bryan C. Skarlatos. On August 8, 2025, in the case Estate of Insinga v. Commissioner, the

DC Circuit Hands Banker’s Estate Win in IRS Whistleblower Bid

Kostelanetz attorneys Usman Mohammad, Caroline Rule, and Bryan C. Skarlatos were mentioned in a Law360 article titled “DC Circuit Hands Banker’s Estate Win In IRS Whistleblower Bid” regarding the firm’s work representing the estate of Joseph Insinga. “The decision is a win for both whistleblowers and ultimately the IRS’s whistleblower program,”

Podcast: Surviving the IRS — Innocent Spouse Relief and Other Solutions

Partner Megan Brackney was recently interviewed on the Financially Ever After podcast to talk about tax compliance issues related to divorce and widowhood, including issues such as innocent spouse relief, IRS audits, and handling other marriage-related tax troubles. In this episode, hosted by Stacy Francis of Francis Financial, a wealth

Basic Tax Reporting for Decedents and Estates

Counsel Wilda Lin penned an article for The CPA Journal titled “Basic Tax Reporting for Decedents and Estates.” The article provides a roadmap of the tax obligations that the fiduciary of an estate will likely encounter. The fiduciary may be a professional experienced with estate administration or may be a

Preparing for Estate and Gift Tax Audits

Kostelanetz partner Melissa Wiley will speak at the Howard County (Md.) Estate Planning Council (EPC) membership lunch meeting on February 13, 2025. The panel presentation will address the steps that estate planning practitioners can take to minimize the chance or impact of gift and estate tax audits at the federal