Estate Planning Strategies for Private Equity Fund Managers

Recent Posts

• IRS Proposed Regulations Concerning Basis Consistency and Reporting for Property Acquired from a Decedent
• Don’t Overlook Your Clients’ IRA Beneficiary Designations!
• New York State Releases its Throwback Tax Form
• A View from the Audience at Heckerling (2016)
• Fighting the Good Fight for New York Estate Tax Reform, What Happened (and Did Not Happen) with the New York Estate Tax in the 2015-2016 New York State Fiscal Year Budget, and Next Steps
• An Estate Planning World in Which Dispositive Objectives, State Tax Laws and Income Taxes Now Predominate For All But The Top 0.2% — A View from the Audience At Heckerling (2015)
• Introducing the New York Throwback Tax
• To Live and Die in New York (the Tax Department’s Sequel)