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by Joseph Percopo, JD, LLM | Mateer & Harbert

The recent Tax Court decision of Estate of Powell represents the latest successful attack on valuation discount planning. By extending application of Code § 2036(a)(2) to decedents that own only limited...

by David Myers, JD | Cybersecurity & Technology Lawyer

Lawyers should be on high alert regarding cybersecurity. Recent high-profile breaches have brought attention to law firms as valuable targets of cyber criminals. The Panama Papers constituted the largest leak ever. The...

by Jeramie Fortenberry, JD, LLM (Taxation) | Executive Editor, WealthCounsel

On August 4, 2016, the Treasury Department issued Proposed Regulations on valuation discounts for family-owned businesses under §2704 of the Internal Revenue Code that eliminate almost all valuation discounts. These proposed...