Taxation

Setting Up a Tax Exempt Organization

There are several steps in setting up a tax exempt organization. We're reviewing them here. However, this post is not…

1 year ago

Settlement of Probate Dispute Enforced As Written

On June 12, 2023, the Tennessee Court of Appeals (Knoxville) upheld a settlement agreement requiring the recipient of funds in…

1 year ago

Elder Law Mishmash June 2023

The following is a mishmash of information on various Elder Law, Special Needs Law, and Estate Planning issues. It also…

1 year ago

IRS Tax Tip 2023-75 – Notices CP2100 and 2100A

On June 1, 2023, the IRS issued Tax Tip 2023-75. There, the IRS explained: When banks, credit unions, businesses and…

1 year ago

IRS Notice 2023-30 – Safe Harbor Deed Language in Conservation Easements

IRS Notice 2023-30 set forth the safe harbor language for extinguishment and boundary line adjustment clauses required by y §…

2 years ago

IRS Announces Saturday Hours for Taxpayer Assistance

The IRS announced its commitment to providing meaningful service and assistance to meet taxpayers' needs. In February, March, April, and…

2 years ago

Secure Act 2.0 allows SNTs holding retirement accounts to name charitable beneficiaries

H.R. 2617, commonly known as the Consolidated Appropriations Act, 2023 (which includes the SECURE Act 2.0), amended provisions in the…

2 years ago

Elder Law and Special Needs Law News Roundup – 9-2-2022

We regularly post links to news articles and other resources related to Elder Law and Special Needs Law. We focus…

2 years ago

Articles – Week of August 19, 2022

We regularly scour the internet looking for information relating to elder care, special needs and elder law. Although we review…

2 years ago

Elder Law and Special Needs Law News Roundup – 7-22-2022

We regularly post links to news articles and other resources that related to Elder Law and Special Needs Law. We…

2 years ago