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
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
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
NEW YORK (Jan. 24, 2025) — Kostelanetz LLP is pleased to announce that Eduardo A. Cukier has joined the firm as a counsel focused on corporate, international, and high-net-worth tax planning and transactions. Eduardo brings more than two decades of experience in transactions-based domestic and international tax practice. He advises
By Ian Weinstock and Heather Fincher After 15 years of waiting, we now have final regulations providing guidance on the tax imposed by Internal Revenue Code Section 2801 (the “Section 2801 tax”) for U.S. citizens and residents who receive gifts or bequests from certain individuals who have expatriated from the
Kostelanetz partner Caroline Ciraolo and Director of Investigations Don Fort participated in multiple panels at the 61st annual Hawaii Tax Institute, the largest tax and wealth transfer conference in the U.S. that takes place in Waikiki Beach in Honolulu. The comprehensive five-day conference covers several aspects of wealth transfers, tax
Kostelanetz LLP partner Bryan C. Skarlatos will host a key session at the 55th Annual Sidney Kess New York Estate, Tax, and Financial Planning Conference, organized by the UJA Federation of New York. Bryan’s session, titled “Real-Life Ethical Issues That Arise When Advising Clients Pre-2026,” will take place on the
Bryan C. Skarlatos was quoted in a recent Wall Street Journal article titled “A Tax-Shelter Crackdown Uncovers a Dentist’s ‘Smile High Trust,’” which examines IRS enforcement efforts against tax shelter promotions involving alleged tax-reducing trusts that are targeted to “wealthy individuals, business owners and professionals like doctors and lawyers.” The
On December 13, 2024, Andrew Weiner will co-moderate a panel titled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Corporate Tax Advisor Should Know” as part of the Practising Law Institute’s “Tax Strategies 2024 – Los Angeles” programming. Attendees will receive the latest information, strategies, and practical
NEW YORK (August 15, 2024) — Best Lawyers in America® has recognized 15 Kostelanetz attorneys for its 2025 edition. Individual lawyers at Kostelanetz LLP have been recognized for their work in the firm’s key practice areas of tax law, tax controversy, and tax fraud, including litigation; white-collar criminal defense; commercial litigation; and trusts
