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The IRS is Rewriting the Rules on Valuation Discounts

On August 2, 2016, the Internal Revenue Service (the “IRS”) unveiled proposed regulations under Section 2704 of the Internal Revenue Code that

The IRS Makes Changes to Charitable Remainder Annuity Trust Rules

A charitable remainder annuity trust (“CRAT”) can be a powerful estate planning tool for taxpayers who wish to make charitable contributions

The IRS Continues Its Assault on Family Limited Partnerships

A family limited partnership (“FLP”) can be a valuable estate planning tool for wealthy individuals and families. When structured properly,
If you are age 70½ the federal government has given you a permanent gift with new legislation that may give you a break on your income tax. At that

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Updated: Consistent Basis Reporting Is Now the Law of the Land

This article is updated information from our original article posted on February 24, 2016. Recent changes to the law have imposed new reporting requirements

Consistent Basis Reporting Is Now the Law of the Land

Please see our recent article for updates regarding Form 8971. Recent changes to the law have imposed new reporting requirements upon executors of decedents’

Do You Have an Estate Plan for Digital Assets?

As digital presence of an individual continues to grow, the question of the digital assets estate planning is starting to emerge. There are obvious reasons

Gift Tax Returns: What's With All the Questions?!

With the October 15 deadline for gift tax returns behind us, clients and other tax groups at Schneider Downs may have at times felt bombarded with questions

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The Centennial Anniversary of the Federal Estate Tax

September 8, 2016 will commemorate the one hundredth anniversary of the federal estate tax. Back in 1916, World War I was raging and America needed additional

IRS Issues Proposed Regulations on Transfer Taxes on Gifts and Bequests from Expatriates

On September 9, 2015, the Internal Revenue Service (the “IRS”) issued proposed regulations affecting taxpayers who received gifts and bequests

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