Blog
Reducing Capital Gains by Creative Use of SMLLCs and Installment Notes
A popular estate planning technique for estates facing the prospect of incurring federal estate tax... more
Blog
Will IRS “Claw Back” the Temporarily Increased Gift Tax Exemption?
The 2017 Tax Cuts and Jobs Act (Tax Act) increased the estate and gift tax exemption from $5M to... more
Past Speaking Engagement
Jeff Gershen & John Ure Spoke on Harnessing the Power of the New Tax Law in Charitable Giving
On 11/5, Aronson tax experts Jeffrey Gershen and John Ure spoke at “Harnessing the Power of the... more
Blog
Trust Fund Recovery Penalty – A Business Owner’s Worst Nightmare
“Nothing is certain except for death and taxes,” is a phrase that was written by Benjamin... more
Blog
Are Charitable Contributions Deductible on Form 1041?
Every time a testator decides to make a charitable organization a beneficiary in either their will... more
Blog
Tax Reform 2.0 and a New Culture Envisioned for Future Tax Reform
It has only been six months since the enactment of the Tax Cuts and Jobs Act, but another tax... more
Blog
Sneak Preview of 2018 1040 “Postcard”
A draft version of the 2018 Form 1040 and related schedules were recently released by Thompson... more
Blog
Post-Tax Reform Estate Planning: State Estate Tax Changes in the DMV
When the Tax Cuts and Jobs Act (TCJA) was signed into law late last year, it ushered in the largest... more
Form
2017- 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
Estate and Gift Tax After the 2017 Tax Reform Act
Although the 2017 Tax Cuts and Jobs Act, or “Tax Act," constituted the most sweeping change to... more
Blog
IRS Grants Extension until January 2018 to Make a Late Portability Election for Estates
The IRS recently issued guidance that allows certain estates to make a late portability election if... more
Blog
Americans Were Generous in 2016
The 2016 Giving USA report, which is researched and written by the Lilly Family School of... more