Tuesday, October 10, 2017

IRS faulted on scrutiny of estate and gift tax returns - accountingTODAY (summary of issues raised by Treasury Inspector General for Tax Administration's report on IRS’s Estate and Gift Tax Return Examination Program)

Sunday, August 13, 2017

Leaving An IRA to Charity

Leaving An IRA to Charity - Natalie Choate - Morningstar: Charitable giving can become messy when it involves multiple beneficiaries and retirement and nonretirement assets.

Saturday, November 12, 2016

Veterans Day Tribute | Alerts & Newsletters | Holland & Knight

Veterans Day Tribute | Alerts & Newsletters | Holland & Knight

The Veterans Affinity Group video honors Holland & Knight's many veterans, from its founding fathers to the present time.

Sunday, April 17, 2016

H.R.4907 - 114th Congress (2015-2016): Grow Philanthropy Act of 2016

H.R.4907 - 114th Congress (2015-2016): Grow Philanthropy Act of 2016 (JEH: Bill of Representative George Holding (R-NC) to permit distributions to donor advised funds (DAFs) for now permanent IRA charitable rollovers)

Is there a practical difference between Equitable Deviation and Cy Pres when it comes to seeking modification under the Uniform Trust Code of a charitable trust's administrative term? | JD Supra

Is there a practical difference between Equitable Deviation and Cy Pres when it comes to seeking modification under the Uniform Trust Code of a charitable trust's administrative term? | JD Supra (JEH: Discusses more technical issues encountered when considering modification of a charitable trust)