September 2017

Expecting a Refund of Your Overpaid Taxes?

2017-09-28T15:40:16+00:00

In Borenstein v. Commissioner, 149 T.C. No. 10 (Aug. 30, 2017), for the first time, the Tax Court has interpreted the final sentence of IRC §6512(b)(3) as applied to the fact pattern in this case. The Tax Court’s interpretation resulted in the taxpayer losing a significant refund for tax overpayments, [...]

Expecting a Refund of Your Overpaid Taxes?2017-09-28T15:40:16+00:00

Estate Planning Strategies for Charitable Giving

2017-09-12T16:55:21+00:00

When considering a large charitable gift, individual donors have many options at their disposal. Charitable trusts, donor‑advised funds, and private family foundations are three commonly used charitable giving options. Below is a summary of each option, as well as the advantages and disadvantages of each. 1. Donor‑advised funds A donor‑advised [...]

Estate Planning Strategies for Charitable Giving2017-09-12T16:55:21+00:00
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