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Tax Planning In Light Of Business Hardship: Cancellation Of Debt Income

In light of the coronavirus pandemic and significant economic downturn, this blog post briefly discusses questions that are commonly being asked right now regarding the income tax treatment of cancellation of indebtedness...more

IRS Is Sending “Educational” Letters To Virtual Currency Owners Advising Them To Report Crypto Transactions Properly And Pay Tax

In a news release on July 26, 2019, the IRS announced that it was sending letters to taxpayers with virtual currency transactions that potentially failed to report income and pay the resulting tax. See IR-2019-132. The...more

Proposed Regulations Clarify Rules For Qualified Opportunity Zone Planning

Last week, the IRS released proposed regulations regarding investing in Qualified Opportunity Funds (“QOFs”). The proposed regulations generally address three topics...more

Estate Planning and Administration – Be Prepared for the Year That Follows the Death of a Loved One

The loss of a loved one is a traumatic event and it can be among the most challenging of times to make important financial decisions. Proactive planning with an attorney and financial planner can significantly lessen the...more

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