Hone Maxwell

The Section 1202 exclusion is one of the most valuable tax planning tools available to U.S. business owners and investors. It allows a non-corporate taxpayer (e.g., an individual or trust) to eliminate federal capital gains tax… more

Capital Gains, Estate Planning, Estate Tax, Gift Tax, One Big Beautiful Bill Act

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Josh Maxwell

The Benefits of Using Both a CPA and a Tax Attorney

A frequent question we get from clients and colleagues is if a tax attorney or certified public accountant (CPA) — or both — are needed… more

Audits, Business Entities, Business Formation, Business Taxes, CPAs

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Leslie Miranda

Supreme Court Gives IRS Ability to Levy Taxpayers Without Tax Court Challenge

In a pivotal ruling, the U.S. Supreme Court on June 12, 2025, held that the U.S. Tax Court lacks jurisdiction to hear a taxpayer’s Collection Due Process appeal under IRC § 6330 once the IRS can no longer pursue a levy,… more

Collection Action, Commissioner of Internal Revenue v Zuch, Due Process, Income Taxes, Internal Revenue Code (IRC)

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Hone Maxwell

Jared Garfield

Stacking QSBS: Using Trusts to Maximize the §1202 Exclusion

Josh Maxwell

The Benefits of Using Both a CPA and a Tax Attorney

Leslie Miranda

Supreme Court Gives IRS Ability to Levy Taxpayers Without Tax Court Challenge

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