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Implications of the One Big Beautiful Bill Act on the Basic Exclusion Amount and GST Exemption

By way of background, in 2012, the basic exclusion amount and GST exemption were permanently increased to $5 million, with that amount indexed for inflation. The 2017 Tax Cuts and Jobs Act (TCJA), temporarily increased the...more

[Event] 2024 Fall Tax Forum - November 20th, Richmond, VA

Join Williams Mullen attorneys for our Fall Tax Forum on Wednesday, November 20th, where our speakers will present on certain federal income tax issues with respect to real property transactions including 1031 exchanges, drop...more

[Event] Winter Tax Forum 2024 - January 31st, Richmond, VA

Join Williams Mullen partners for our in-person Winter Tax Forum on Wednesday, January 31, 2024. Our speakers, Farhad Aghdami, Jenny Connors, Conrad Garcia and Beth Hungate-Noland will present on partnership aggregators and...more

[Webinar] December 2022 Tax Forum - December 1st, 9:00 am - 10:00 am ET

Join Williams Mullen for our Winter Tax Forum on Thursday, December 1, 2022, where Farhad Aghdami will provide an update on recent wealth transfer tax developments and Kevin Bender will provide an update on a new IRS revenue...more

[Webinar] 13th Annual Fiduciary Focus - February 25th, 9:00 am - 12:00 pm EST

Join the Williams Mullen Private Client and Fiduciary Services team for our annual Fiduciary Focus event. This year’s agenda is packed with insights on recent developments affecting fiduciaries – including tax law updates...more

[Webinar] Winter Tax Forum - January 26th, 11:00 am - 12:00 pm EDT

Please join us for the Winter Tax Forum virtually on Wednesday, January 26. Register here to join Farhad Aghdami and Anna Derewenda as they deliver recent tax and wealth planning updates. The two will specifically touch...more

[Webinar] Fall 2021 Tax Forum - September 28th, 9:00 am - 10:00 am EDT

Please join us for the Fall Tax Forum virtually on Tuesday, September 28. Register to join Farhad Aghdami, Conrad Garcia and Adam Farnsworth for recent updates in tax and wealth planning including a discussion on the use of...more

[Webinar] Winter 2021 Tax Forum - January 27th, 11:00 am - 12:00 pm EST

Please join us for the Winter Tax Forum to be held virtually on Wednesday, January 27, 2021. ...join Anna Derewenda, Jenny Connors, Farhad Aghdami, and Kyle Wingfield for our virtual tax forum where they will cover recent...more

[Webinar] Tax Planning: 2020 & Beyond - October 28th, 12:00 pm - 1:00 pm EST

2020 has been an uncertain year on many fronts. As we head towards year-end, we’ve seen an uptick of questions and concerns from our clients on navigating potential rate changes that could occur pending the outcome of the...more

[Webinar] Virtual Tax Forum: Tax and Wealth Planning Updates - August 5th, 12:00 pm - 1:00 pm ET

COVID-19 has not only had serious implications on our daily lives, but it has also significantly impacted businesses and individuals from a tax planning perspective. As the pandemic continues to evolve, it is important to...more

IRS Gets “Bageled” in Tax Court Over Family Office Expenses

A recent case, Lender Management LLC v. Commissioner of Internal Revenue, T.C. Memo. 2017-246, has created a window of opportunity for family offices to restructure their affairs and potentially deduct certain family office...more

[Event] Spring 2018 Tax Forum - May 17th, Richmond, VA

Please join us for the Spring Tax Forum to be held at the Williams Mullen Center on Thursday, May 17, 2018. We will provide an overview of the impact of The Tax Cuts and Jobs Act and share our best practices on tax...more

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