Latest News -Taxation

2022 Year End Newsletter

Nov 30, 2022 | Business, Business & Corporate, Company, Estate & Wealth Planning, Taxation

Dear Clients and Colleagues, As the fourth quarter of 2022 is drawing to a close, we recommend that you review your comprehensive wealth...

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IRS TO ALLOW MOST TAXPAYERS TO DEFER PAYING 2019 TAXES ON APRIL 15, 2020 DUE TO COVID-19

Jan 18, 2022 | David M. Henderson, Taxation

Treasury Secretary Steven Mnuchin, speaking at a coronavirus news conference today, announced that individuals who owe taxes to...

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DB Alert: 2019 Payment and Filing Deadlines

Jan 18, 2022 | David M. Henderson, Taxation

As we previously alerted our clients and friends, the Internal Revenue Service has postponed the tax payment deadlines for calendar year...

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Paycheck Protection Program Flexibility Act: Forgiveness Relief

Jan 18, 2022 | Business & Corporate, Gregory J. Bertsch, Kevin Kenning, Taxation

Last week Congress passed H.R. 7010, the Paycheck Protection Program Flexibility Act of 2020 (PFA), significantly amending certain provisions...

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Significant Estate, Gift, and Income Tax Changes Proposed Under The “Build Back Better Act”

Oct 29, 2017 | Estate & Wealth Planning, Russell Q. Thirsk, Taxation, Thomas B. Reske

On September 13, 2021, the House Ways and Means Committee released a proposed tax bill (House proposal) as part of the Biden administration’s...

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For the 99.5% Act

Oct 1, 2017 | Andrew J. Banathy, Estate & Wealth Planning, James M. Duggan, Taxation

In late March, the “For the 99.5% Act” (the “Act”) was introduced to Congress. The Act contains several additions, removals, and amendments to...

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