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    A jigsaw puzzle featuring a partially completed image of a hundred-dollar bill.
    Estate Tax Considerations for Business Succession Planning After Connelly

    November 22, 2024 | Blogs

    On June 6, 2024, the U.S. Supreme Court issued a unanimous decision in Connelly v. United States reg...

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    Expansion of Local Rent Control Measures in California Fails to Pass

    November 14, 2024 | Blogs

    Earlier this month, California voters soundly rejected the expansion of local rent control measures....

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    Long-Awaited Publishing of Kentucky Department of Revenue Administrative Writings – Will They or W...

    November 6, 2024 | Blogs

    While the 2024 Kentucky Legislative Session was pretty quiet on the tax reform front, there was one ...

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    New Income Eligibility Guidelines Help Keep Subsidized Properties Available to Veterans

    October 21, 2024 | Blogs

    Owners of federally subsidized multifamily properties (“Subsidized Properties”) should be aware ...

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    Structuring the Ownership of Qualified Small Business Stock (QSBS) – Is There a Role for Roth IRAs...

    October 15, 2024 | Publications

    This article considers whether there is a role for a self-directed Roth IRA when structuring the own...

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    Navigating Section 1202’s Redemption (Anti-churning) Rules

    September 30, 2024 | Blogs

    Section 1202 provides for a substantial exclusion of gain from federal income taxes when stockholder...

    Social Security Reform Legislation
    Service Provider Liability Under the Consumer Financial Protection Act

    September 26, 2024 | Blogs

    Entities that operate among or provide services to persons who provide consumer financial products o...

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    FTC’s New Rule on Consumer Reviews: Ensuring Compliance with Human- and AI-Generated Content

    September 11, 2024 | Publications

    In a significant move aimed at bolstering consumer protection and ensuring fair competition, the Fed...

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    When the Leopard Changes Its Spots: An Employer’s Change in Status Imperils Its Eligible 457(b) Pl...

    September 4, 2024 | Publications

    Imagine if a minor shift in your organization’s status—something seemingly superficial, like the...

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    Dealing with Excess Accumulated Earnings in a Qualified Small Business – A Section 1202 Planning G...

    September 4, 2024 | Publications

    This article is one in a series of articles and blogs addressing planning issues relating to qualifi...

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