Form
2019 Form 1041 K-1 Instructions
For the latest information about developments related to Form 1041 and Schedules A, B, G, J, K-1... more
Blog
New IRA Distribution Rule
As we rang in 2020, the Setting Every Community Up for Retirement Enhancement Act of 2019,... more
Blog
New Private Foundation Tax Rate
The new year has brought us the Setting Every Community Up for Retirement Enhancement Act of 2019,... more
Blog
Can I Give a Tax-Free Gift to My Non-U.S. Citizen Spouse?
U.S. citizens married to non-U.S. citizens often want to know how much they can give to their... more
Blog
Starting a Private Foundation
Private foundations are independent legal entities that are typically funded by individuals,... more
Blog
How Do I Value Collectible Assets for Estate Tax Purposes?
Collections containing paintings, coins, jewelry, sculptures, antiques, books, vases, silverware... more
Blog
States Begin Applying Wayfair Decision to Income Taxes
Many states have been slow to change their income tax nexus rules to comply with the more... more
Blog
Should I Change My Grantor Trust to a Nongrantor Trust?
In recent years, grantor trusts have been a popular method used by taxpayers in an effort to... more
Blog
Estate Tax vs. Inheritance Tax: What’s the Difference?
Many taxpayers understand that when they die, assets belonging to their estate could be subject to... more
Blog
When Your Estate Includes an IRA
Several times each year, an executor will ask us, “What do I do with the IRA in the estate?” ... more
Blog
Should I Gift My House to My Children?
Parents often desire to pass their primary residence or vacation property to their children for... more
Blog
What Happens When a QPRT Ends?
Homeowners who want to minimize their future estate taxes and transfer their home to their children... more