Individual, Estate, and Gift Taxation

With the release of a reconciled version of the Tax Cuts and Jobs Act (TCJA) from the House-Senate Conference Committee, we now have a better idea of how the final tax reform provisions will look.

As promised, here are a few key changes that are the most likely to affect you and your year-end tax planning. If you have any questions about the...

NOTE: The information contained in this blog post may no longer be applicable. An update can be found at here.

Tax Reform proposals in the House and Senate have been changing rapidly as Congress looks to complete a comprehensive tax reform bill, and we're here to provide updates on tax reform and 2017 tax...

As we approach the end of the year and the end of the tax planning season for 2016, there's a lot of speculation surrounding the possible changes in tax law for 2017. Tax reform is a common goal of President-Elect Trump and house republicans. How, when, and to what extent tax law is enacted is unknown. However, some of the most significant proposed changes are to the transfer tax regime and...

In case you haven't heard, the IRS has released a new form, and it is due in just 7 days. June 30, 2016 is the filing deadline for the newest member of the expansive family of IRS forms, Form 8971.

So what is Form 8971, and why would you have to file it? The back story is this: the powers that be in Congress were feelings dissatisfied with the way beneficiaries reported their basis, and...

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