Haneman, Tax Incentives for Green Burial

Victoria Haneman has made available for download her research paper, Tax Incentives for Green Burial. The Abstract is as follows: Every living being is doomed to decay and die and decay some more. Death is inevitable, and the disposal of our dead is a fundamental global activity with the potential to have significant environmental impact. … Continue reading Haneman, Tax Incentives for Green Burial

NY Times: Treasury Considers Delaying April 15 Tax Day Over Coronavirus

According to The NY Times and other news sources, the Treasury Department is considering delaying tax payments beyond the April 15 deadline, according to a person familiar with the plans, as taxpayers and the Internal Revenue Service brace for economic disruption from the spread of the coronavirus. See at following links: New York Times: Treasury … Continue reading NY Times: Treasury Considers Delaying April 15 Tax Day Over Coronavirus

Kitces Report: The SECURE Act: Avoiding The 10-Year Rule For Conduit Trusts (Mar. 4, 2020)

The Kitces Report has published an article, by Jeffrey Levine. The Executive Summary is as follows: Passed in December of 2019, the SECURE Act brought several changes to the rules governing retirement accounts, the most significant of which (at least for financial advisors and their clients) was the elimination of the ‘stretch’ provision applicable to … Continue reading Kitces Report: The SECURE Act: Avoiding The 10-Year Rule For Conduit Trusts (Mar. 4, 2020)

NY Times, Ron Lieber: 9 Reasons to Stop Doing Your Own Taxes (Mar. 5, 2020)

Ron Lieber, financial columnist for the New York Times, has posted his article, 9 Reasons to Stop Doing Your Own Taxes. His article begins as follows: Doing your own taxes really isn’t like changing your own oil.Even if you enjoy such tasks, getting either one of them wrong as a do-it-yourselfer can be expensive. But … Continue reading NY Times, Ron Lieber: 9 Reasons to Stop Doing Your Own Taxes (Mar. 5, 2020)

AICPA Tax Insider: Changes to Retirement Savings Rules (Mar. 5, 2020)

SECURE Act changes rules to encourage retirement savings: By Dave Strausfeld, J.D.The recently enacted Setting Every Community Up for Retirement Enhancement Act of 2019 modifies some rules for retirement accounts and employer plans. Supreme Court overturns consolidated group tax refund allocation rule: The U.S. Supreme Court struck down the Bob Richards rule for allocating tax refunds among members … Continue reading AICPA Tax Insider: Changes to Retirement Savings Rules (Mar. 5, 2020)

Practice Management During the Coronavirus

Buchanan Ingersoll: Preparing the Workplace for Coronavirus (Mar 3, 2020).GWSCPA / Avaluation Consulting: COVID-19 Free Webinar: Business Continuation Planning.Bridgewater: Assessing the Coronavirus (Mar. 4, 2020).HBR: Coronavirus Could Force Teams to Work Remotely: Do you have a plan for leading your team?HBR: Leading Your Business Through the Coronavirus: Twelve lessons on analyzing data, communicating information, and … Continue reading Practice Management During the Coronavirus

Stewart: The Path to Disclosure of a Decedent’s Digital Assets: Settled or Evolving?

Yi W. Stewart, on the NY Trusts  Estates Litigation Blog, has written an article about obtaining disclosure of a decedent's digital assets.  Her article begins as follows: Since the last post to this blog on the evolving issue of access to a decedent’s digital assets (Death and Digital Content: Protecting Digital Assets After the Death … Continue reading Stewart: The Path to Disclosure of a Decedent’s Digital Assets: Settled or Evolving?