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Tag: Estate and Tax Planning

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

Navigating the IRS’s Self-Dealing Rules for Private Foundations

By Usman Mohammad and Emma Westerhof The CPA Journal, Tax Practice & Procedure Column April/May 2021 Issue The Donald J. Trump Foundation was undone by alleged acts of self-dealing involving its namesake, Donald J. Trump, who also allegedly used the foundation to promote his candidacy for president in 2016. The

When Client Relationships Don’t End Amicably

By Dan Davidson The CPA Journal December 2020/January 2021 Edition It is never pleasant when a client relationship ends on less than amicable terms. This is especially true when the relationship’s demise leads to litigation. A contract dispute that was recently litigated in bankruptcy court [In re Kent, 615 B.R. 171

Two Georgetown Law School Students Complete Their K&F Externships

This Fall, K&F hosted two students completing Georgetown Law School’s LLM program in tax law.  Sarah McIntosh and Sadi Moradi joined us as externs while they studied post-graduate level tax law at Georgetown.  Ms. McIntosh expects to earn her LLM this Spring and has previously interned at the Office of