Our Thoughts On

Sort by


Kari Tallarico

Articles 1 - 8 of 8

Continuing to Decipher Estate and Trust Deduction Changes

In July 2018, the IRS issued Notice 2018-61 to provide insight on the suspension of miscellaneous itemized deductions for Trusts and Estates under newly

CARES ACT – impacts on Charitable Contribution Deductions

The CARES Act (hereinafter “the Act”) was enacted to provide emergency assistance in light of the 2020 Coronavirus pandemic. With this Act

“Step-Up” Your Estate Tax Strategies

Please note that the following article was co-authored by Greg Allison. One of the most common strategies employed by affluent taxpayers in a comprehensive

IRS Raises the Estate and Gift Tax Exemption for 2019

Property included in an individual’s estate at the time of death is subject to a tax by the federal government. There is, however, an exemption available

Register to receive our weekly newsletter with our most recent columns and insights.

The Estate and Gift Tax Exemption Planning Puzzle

As every good tax advisor knows, planning is key. So what happens when you have to plan for the unknown? This is the situation that estate and gift tax

How "Taxing" is the Suspension of Miscellaneous Itemized Deductions for Trusts and Estates

In Notice 2018-61 issued July 13, 2018 by the Internal Revenue Service ("IRS"), the IRS has provided insight to the recently enacted Internal

Proposed Regulations Affecting Valuation Discounts - New Update Provides Sigh of Relief

In August of 2016, the Internal Revenue Service (the “IRS”) proposed regulations that, if made final, would have extensive consequences on

The Road to Tax

To say I had a different track than most people in public accounting is an understatement. I am the first to admit that, at age 18, I had no idea where

Register to receive our weekly newsletter with our most recent columns and insights.