HBR Hotlist.2019.09.23: HBR Presentation Tips; Setting Email Boundaries; Bringing Your Whole Identity to Work; Hiring for Cultural Fit

To Overcome Your Fear of Public Speaking, Stop Thinking About Yourself By Sarah Gershman Tips for before and during your presentation. PRESENTATIONS What to Do When You’re Losing Your Audience During a Presentation By Dorie Clark Four tips for when the phones come out. RECEIVING FEEDBACK Why Asking for Advice Is More Effective Than Asking for Feedback By Jaewon Yoon, Hayley … Continue reading HBR Hotlist.2019.09.23: HBR Presentation Tips; Setting Email Boundaries; Bringing Your Whole Identity to Work; Hiring for Cultural Fit

Seaview Trading, LLC v. Commissioner, TC Memo 2019-122: faxed tax return to Revenue Officer not a Filed Return, $35 million disallowed deduction time barred

In Seaview Trading, LLC v Commissioner, TC Memo 2019-122, the Tax Court held that a tax return faxed to a revenue officer was not a tax return. Therefore, an IRS adjustment involving a $35 million disallowed deduction was time barred. See full opinion by clicking Seaview Trading, LLC v. Commissioner, TC Memo 2019-122: faxed tax … Continue reading Seaview Trading, LLC v. Commissioner, TC Memo 2019-122: faxed tax return to Revenue Officer not a Filed Return, $35 million disallowed deduction time barred

Widtfeldt v. Commissioner, U.S. Dist. Court, D. Nebraska: Beneficiary Personally Liable for Unpaid Estate + Gift Taxes (Sept. 17, 2019)

In Widtfeldt v. Commissioner, U.S. Dist. Court, D. Nebraska (8:18CV453, September 17, 2019), a beneficiary who received property from his mother by gift and at the mother’s death was personally liable for the unpaid estate and gift tax.  The beneficiary received four parcels of real estate from his mother by gift or at death. Gift … Continue reading Widtfeldt v. Commissioner, U.S. Dist. Court, D. Nebraska: Beneficiary Personally Liable for Unpaid Estate + Gift Taxes (Sept. 17, 2019)

Whitlock: UNTAXINGLY YOURS—2020 Foresight: Time to Fully Fund ILITs, (Sep. 19, 2019)

Brian T. Whitlock has published his column, UNTAXINGLY YOURS—2020 Foresight: Time to Fully Fund ILITs, (Sep. 19, 2019), in Taxes Magazine. His article begins as follows: With the 2020 General Election a little over a year away and a large field of Democrats vying for both the Presidency and numerous Senate seats, it is perhaps … Continue reading Whitlock: UNTAXINGLY YOURS—2020 Foresight: Time to Fully Fund ILITs, (Sep. 19, 2019)

Bill + Melinda Gates Foundation Annual 2019 Goalkeepers Report: Examining Inequality

The Bill & Melinda Gates Foundation has published its annual Goalkeepers Report for 2019, Examining Inequality. Its report begins as follows: We were born in a wealthy country to white, well-off parents who lived in thriving communities and were able to send us to excellent schools. These factors, among many others, put us in a … Continue reading Bill + Melinda Gates Foundation Annual 2019 Goalkeepers Report: Examining Inequality

Venable: Virginia Bans Mandatory Arbitration in Investment Adviser Client Agreements, but Is the Ban Enforceable? (Sept. 16, 2019)

Venable reports that Virginia has issued new regulations banning arbitration in investment advisor client agreements. Venable's article begins as follows: Virginia's State Corporation Commission (SCC) has issued a new regulation, 21-VAC5-80-200(F) (the "SCC Anti-Arbitration Regulation"), that prohibits investment advisers operating in Virginia from including "any mandatory arbitration provision in an advisory contract."1 This new rule, … Continue reading Venable: Virginia Bans Mandatory Arbitration in Investment Adviser Client Agreements, but Is the Ban Enforceable? (Sept. 16, 2019)

Nicole K. Mann & Jane Zhao, Can You Keep A Secret? Working With Silent Trusts (Bloomberg)

Nicole K. Mann & Jane Zhao, of McDermott Will & Emery, have made available for download their article, Can You Keep A Secret? Working With Silent Trusts, published in the Tax Management Estates Gifts & Trusts Journal (2018). Their article discusses the potential benefits of silent trusts and considerations when managing and administering one as … Continue reading Nicole K. Mann & Jane Zhao, Can You Keep A Secret? Working With Silent Trusts (Bloomberg)