Transactional Tax Planning Archives - Page 3 of 6

Caroline D. Ciraolo Participates In A Panel Titled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know” At The Tax Strategies 2022 Conference

Caroline D. Ciraolo joins a panel titled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know” at the Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2022 conference in Los Angeles, CA. Panel Description: Ethical rules related to advising clients

Caroline D. Ciraolo Presents “Ethics: When Aggressive Tax Planning and Controversy Defense Become Criminal Conduct” At The 71st Tulane Tax Institute

Caroline D. Ciraolo speaks on “Ethics: When Aggressive Tax Planning and Controversy Defense Become Criminal Conduct” at the 71st Tulane Annual Tax Institute on November 17th, 2022. Taxpayers frequently look to minimize their tax burdens or avoid immediate payment of tax liabilities and tax professionals often assist with a variety

Caroline D. Ciraolo and Don Fort Participate In A Panel Titled “When Aggressive Tax Planning Becomes Criminal Conduct” At The 59th Annual Hawaii Tax Institute

Caroline D. Ciraolo and Don Fort join a panel titled “When Aggressive Tax Planning Becomes Criminal Conduct” at the 59th Annual Hawaii Tax Institute. High income taxpayers frequently look to minimize their tax burdens and tax professionals are only too happy to oblige with one planning structure or another. It

Robert M. Russell Quoted In Tax Notes Article Entitled “International Tax Draft Offers New Details, But Major Gaps Remain”

Robert M. Russell was quoted in a recent Tax Notes article entitled “International Tax Draft Offers New Details, but Major Gaps Remain” published on August 26, 2021. Russell comments on the latest draft international tax proposal from Senate Finance Committee Democrats, released on August 25, 2021. The article notes: Robert

Ian Weinstock Quoted In Forbes Article Entitled “Increasing the Capital Gains Rate: Tax Planning in a Time of Flux”

Ian Weinstock was quoted in recent Forbes article entitled, “Increasing the Capital Gains Rate: Tax Planning in a Time of Flux.” Mr. Weinstock discusses the Biden administration’s proposed increase in the capital gains tax rate and what taxpayers should think about before selling their investments. The article quotes Mr. Weinstock

Playing Catch With A Hand-Grenade: How To Deal With An Unreported Foreign Bank Account In A Divorce

By Bryan C. Skarlatos and Caroline Rule Journal of the American Academy of Matrimonial Lawyers Volume 33 Issue 2 (2021) When it comes to unreported foreign bank accounts, there is good news and bad news. The good news is that a previously unreported foreign bank account can dramatically increase the

An E-Sign Of Changing Times: IRS Now Permits Online Filing Of Forms 2848 And 8821

By Dan Davidson and Destiny Reese PLI Chronicle March 2021 Issue Over 70% of federal tax filings in 2019—including almost 90% of individual income tax returns—were filed electronically. Yet, as tax practitioners know, many federal tax forms continue to require “wet” signatures. Even before the COVID-19 pandemic, there were calls for

How To Delegate Payroll, Employee-Related Tax Filings, And Associated Employer Duties To A Professional Employer Organization

By Caroline Rule and Russell A.S. Wirth The CPA Journal February/March 2021 Issue Many small- to medium-size businesses struggle with the burdensome costs of administering payroll, employee-related federal and state tax requirements, and other employee benefits. A related group of companies that finds itself in this situation may choose to establish

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

Tax Treatment Of Liquidations Of Partnership Interests

By Eric Smith The CPA Journal December 2020/January 2021 Edition The liquidation of a partner’s entire partnership interest can take various forms, including payment made by the partnership to the retiring partner in complete redemption of the partner’s interest or a sale of such interest to the remaining partners. In both

Tag: Transactional Tax Planning

Caroline D. Ciraolo Participates In A Panel Titled “Balancing Tax Planning, Advocacy, and Professional Ethics: The Rules That Every Tax Advisor Should Know” At The Tax Strategies 2022 Conference

Caroline D. Ciraolo Presents “Ethics: When Aggressive Tax Planning and Controversy Defense Become Criminal Conduct” At The 71st Tulane Tax Institute

Caroline D. Ciraolo and Don Fort Participate In A Panel Titled “When Aggressive Tax Planning Becomes Criminal Conduct” At The 59th Annual Hawaii Tax Institute

Robert M. Russell Quoted In Tax Notes Article Entitled “International Tax Draft Offers New Details, But Major Gaps Remain”

Ian Weinstock Quoted In Forbes Article Entitled “Increasing the Capital Gains Rate: Tax Planning in a Time of Flux”

Playing Catch With A Hand-Grenade: How To Deal With An Unreported Foreign Bank Account In A Divorce

An E-Sign Of Changing Times: IRS Now Permits Online Filing Of Forms 2848 And 8821

How To Delegate Payroll, Employee-Related Tax Filings, And Associated Employer Duties To A Professional Employer Organization

When Client Relationships Don’t End Amicably

Tax Treatment Of Liquidations Of Partnership Interests

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