Connelly v. IRS: A Wake-Up Call for Business Owners
The U.S. Supreme Court’s 2024 decision in Connelly v. Internal Revenue Service is one of the most consequential estate tax…
Read MoreCategory: estate planning
The Essential Role of Valuation in Estate Planning
Introduction Estate planning is most effective when it begins before a life event, liquidity event, or legislative change forces action.…
Read More
Estate Planning Lessons
When Good Intentions Go Wrong in Estate Planning: Lessons from the Step-Up in Basis and the Rowland Case For many…
Read More