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Recent Posts

  • 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)
  • McDermott Will & Emery: Illinois Enacts New Trust Code: What Fiduciaries Need to Know (Sept. 16, 2019)
  • Smith, Zidar & Zwick: Top Wealth in the United States: New Estimates and Implications for Taxing the Rich, NYU Tax Policy Colloquium Series (2019)
  • Notice 2016-66: IRS Offers Settlement for Mirco-captive Insurance Schemes
  • McKinsey + Co.: Managing your scarcest resource: Time
  • HBR Hotlist.2019.09.16: What to say when employees make a mistake; coaching junior employees; changing your mind makes you seem intelligent; managing employees who always want to impress you
  • The Growing Debate Over Elizabeth Warren’s Wealth Tax | The New Yorker
  • Ambrosio, How IRS Guidance Makes it impossible to Comply with Section 2801 in 2 Hours or Less, The Value Examiner, p. 35, Jul-Aug 2019
  • Hemel, Taxing Wealth in an Uncertain World, National Tax Association 49th Annual Spring Symposium, Washington, DC (May 17, 2019)
  • NY Times: Step Inside New York’s Art Fortress
  • Cooper, Red States, Blue States: Lessons from the State Death Tax Credit and the ‘SALT’ Deduction, The Tax Lawyer (2020)
  • Bloomberg Tax & Accounting Releases Free Special Report Detailing 2020 Projected U.S. Tax Rates
  • Bercy v. Commissioner, T.C. Memo. 2019-118: Married Couple Entitled to Code Sec. 166 Bad Debt Deduction
  • The Federal Estate Tax: History, Law, and David Joulfaian: The Federal Estate Tax: History, Law, and Economics (The MIT Press) (Sept. 10, 2019).
  • Tessa Davis, Freezing the Future: Elective Egg Freezing and the Limits of the Medical Expense Deduction

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