Estate and Tax Planning Archives - Page 4 of 8

Caroline D. Ciraolo Participates In A Panel Entitled “Tax Treaties For The Estate Planner” At The California Lawyers Association Taxation Section’s 2022 Annual Meeting Of The Tax Bar And Tax Policy Conference

Caroline D. Ciraolo participates in a panel entitled “Tax Treaties for the Estate Planner” at the California Lawyers Association, Taxation Section’s 2022 Annual Meeting of the Tax Bar and Tax Policy Conference. The panel will discuss important issues under income, and estate and gift tax treaties. It will also cover

Tips On Qualified Small Business Stock Exclusions

By Stephen Josey Law360 Tax Authority July 27, 2022 On May 27, the Internal Revenue Service provided much-needed guidance to taxpayers and tax professionals regarding the scope of the qualified trades or businesses requirement for claiming the qualified small business stock, or QSBS, exclusion. As background, to qualify for the

Bryan C. Skarlatos Quoted In Wall Street Journal Article Entitled “Tax Day 2022 Is Here: What to Know About Refunds, Extensions and Deductions”

Bryan C. Skarlatos was quoted in a recent Wall Street Journal article entitled “Tax Day 2022 Is Here: What to Know About Refunds, Extensions and Deductions,” published on April 18, 2022. The article details important information for taxpayers to know regarding the end of the 2022 tax season. The article notes: “The

Robert M. Russell Participates In a Panel Entitled “Tax Practice in a Perfect Storm – Assessing the Impacts of Inflation, Supply Chain Disruption, and Legislative Uncertainty on the Tax Function” At The Tax Executives Institute’s Midyear Conference

On March 21, 2022, Robert M. Russell participates in a panel entitled “Tax Practice in a Perfect Storm – Assessing the Impacts of Inflation, Supply Chain Disruption, and Legislative Uncertainty on the Tax Function” at the Tax Executives Institute’s 2022 Midyear Conference. Description: The tax function is in the midst

Bryan C. Skarlatos Participates In A PLI Panel Entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know”

On May 11, 2022, Bryan C. Skarlatos participates in a panel entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know” for “Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2022 New York City” hosted by the Practising

Megan L. Brackney Participates In A PLI Panel Entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know”

On April 28, 2022, Megan L. Brackney participates in a panel entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know” for “Tax Planning for Domestic & Foreign Partnerships, LLCs, Joint Ventures & Other Strategic Alliances 2022 Chicago” hosted by the Practising Law Institute

New York City Bar Association Names Stephen Josey Co-Chair Of Personal Income Tax Committee

Stephen Josey has been appointed co-chair of the New York City Bar Association’s Personal Income Tax Committee, effective Sept. 1, 2021. According to the NYCBA, the Personal Income Taxation Committee “focuses on many different areas of federal and state taxation involving individuals and addresses a wide range of topics involving

A Primer On Establishing A Trust And Its Taxation

By Sidney Kess and Edward Mendlowitz Practical Tax Strategies June 2021 Trusts are an effective mechanism to provide for transfers of assets, protect assets from eventual or potential creditors, enable assets to be used in situations where the person establishing the trust is not able to act for themselves, provide

Bryan Skarlatos Records “What Every Matrimonial Judge Should Know About a Tax Return” Seminar For The New York Judicial Institute

Bryan Skarlatos recorded a seminar entitled “What Every Matrimonial Judge Should Know About a Tax Return” for the New York State Judicial Institute’s 2021 Virtual Judicial Summer Seminar. In the seminar, judges will learn how to read tax returns and find the information that is relevant for their matrimonial cases.

Megan L. Brackney Quoted In Tax Notes Article Entitled “Second Circuit Hands Government Win on Foreign Trust Penalties”

Megan L. Brackney was quoted in a recent Tax Notes article entitled “Second Circuit Hands Government Win on Foreign Trust Penalties,” published on July 29, 2021. Brackney analyzes the District Court’s decision that trust beneficiary reporting penalties can also apply to the owner of a foreign trust. The article notes:

Tag: Estate and Tax Planning

Caroline D. Ciraolo Participates In A Panel Entitled “Tax Treaties For The Estate Planner” At The California Lawyers Association Taxation Section’s 2022 Annual Meeting Of The Tax Bar And Tax Policy Conference

Tips On Qualified Small Business Stock Exclusions

Bryan C. Skarlatos Quoted In Wall Street Journal Article Entitled “Tax Day 2022 Is Here: What to Know About Refunds, Extensions and Deductions”

Robert M. Russell Participates In a Panel Entitled “Tax Practice in a Perfect Storm – Assessing the Impacts of Inflation, Supply Chain Disruption, and Legislative Uncertainty on the Tax Function” At The Tax Executives Institute’s Midyear Conference

Bryan C. Skarlatos Participates In A PLI Panel Entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know”

Megan L. Brackney Participates In A PLI Panel Entitled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know”

New York City Bar Association Names Stephen Josey Co-Chair Of Personal Income Tax Committee

A Primer On Establishing A Trust And Its Taxation

Bryan Skarlatos Records “What Every Matrimonial Judge Should Know About a Tax Return” Seminar For The New York Judicial Institute

Megan L. Brackney Quoted In Tax Notes Article Entitled “Second Circuit Hands Government Win on Foreign Trust Penalties”

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