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Searching Content indexed under Inheritance Tax by Duane Morris LLP ordered by Published Date Descending.
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1
Year-End Tax Planning Guide for 2017
Tax reform is here! On December 20, 2017, Congress passed the much-anticipated tax reform bill and with President Trump's signature on December 22, 2017, the bill has become law. With minor exceptions, the bill is largely effective January 1, 2018.
United States
27 Dec 2017
2
The Death Of The New Jersey Estate Tax
On Oct. 7, 2016, the New Jersey legislature approved a bill that would eliminate the New Jersey estate tax by 2018.
United States
19 Oct 2016
3
Sweeping Changes To The Pennsylvania Tax Code - The Passage Of Pa. House Bill 465
House Bill 465, also known as Act 52, was signed into law by Pennsylvania Governor Tom Corbett on July 9, 2013.
United States
10 Sep 2013
4
Federal Estate Tax Equality For Same-Sex Couples
This case also suggests that executors of estates involving a same-sex surviving spouse may be entitled to a refund of federal estate taxes that they may have been wrongfully required to paid.
United States
22 Jun 2012
5
Obama Administration's 2013 Budget Proposal Includes Key Changes To Income Tax And Transfer Tax Provisions
On February 13, 2012, the Obama administration presented its revenue proposals for fiscal year 2013.
United States
5 Mar 2012
6
Federal Estate Tax Portability: Why Credit-Shelter Trusts Are Still Optimal
In addition to extending the Bush administration tax cuts, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the "Act") signed into law by President Obama on December 17, 2010, implemented a number of changes to the federal estate, gift, and generation-skipping transfer taxes.
United States
6 Dec 2011
7
Defense Of Marriage Act: What Should Same-Sex Couples Do?
The Defense of Marriage Act, which denies recognition of same-sex marriages for purposes of administering federal law, has recently been in the headlines.
United States
19 May 2011
8
Last-Minute Filing Tips For A Shifting Tax Landscape
With the tax filing deadline now only days away (April 18 this year due to Emancipation Day in Washington, D.C.), we thought it would be helpful to share a few last-minute tax filing tips, with a bias twist.
United States
18 Apr 2011
9
IRS Changes Payment Procedure for Private Foundation Excise Taxes, Effective January 1, 2011
The U.S. Internal Revenue Service has issued regulations, effective January 1, 2011, that discontinue the use of paper coupons for federal tax deposits (IRS Form 8109) for private foundation excise tax deposits.
United States
5 Jan 2011
10
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010
On December 17, 2010, President Obama signed into law the greatly contested and debated Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the "Act").
United States
4 Jan 2011
11
Tax Relief Act of 2010: Year-End Planning and Beyond
On December 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the "Act").
United States
4 Jan 2011
12
Tips to Prevent and Mitigate Fraud in the Family Office
Lawyers often have expressed or implied fiduciary oversight responsibilities in connection with the "family office" of wealthy individuals, families and private foundations. The term "family office" is commonly used to refer to financial services needed by or provided to wealthy or aging families.
United States
12 May 2010
13
Federal Estate, GST And Gift Tax Law: Current Status And Possible Retroactive Legislation
Despite legislation proposed by Congress in 2009, which we reported on in our prior Alerts, Congress has nevertheless been unable to prevent the repeal of the federal estate and generation-skipping transfer (GST) taxes.
United States
17 Feb 2010
14
Effects Of The Worker, Homeownership And Business Assistance Act Of 2009
On Nov. 6, President Obama signed into law the Worker, Homeownership and Business Assistance Act of 2009. The new law affects many businesses and individuals by extending unemployment benefits, extending and expanding the first-time home buyer tax credit, allowing for a net operating loss carryback for all U.S. businesses, as well as a number of other changes and initiatives.
United States
22 Dec 2009
15
U.S. House Passes Legislation For Permanent Federal Estate And Gift Tax Relief
On December 3, 2009, the U.S. House of Representatives passed H.R. 4154—known as the Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Act of 2009—which was introduced in November by Rep. Earl Pomeroy (D-N.D.).
United States
11 Dec 2009
16
Estate And Inheritance Taxes Increase As States Seek Revenue
As the U.S. Congress reviews proposed legislation affecting the federal estate tax law, which is currently scheduled to be fully repealed as of January 1, 2010, individuals may want to consider whether their states impose separate inheritance or estate taxes, and whether such taxes may apply to their estates or beneficiaries.
United States
10 Dec 2009
17
Update On Proposed Changes To Federal Estate Tax Law
Summer has given way to fall, and Congress has returned from its August recess. In addition to facing other substantial initiatives, it has less than three months to address federal estate tax law.
United States
15 Oct 2009
18
Challenging Times: Rethinking And Reshaping Estate Plans In New Tax And Economic Environments
Recent changes to the estate, gift and generation-skipping transfer (GST) tax systems, along with historically low interest rates and depressed asset values, may have a significant impact on carefully crafted estate plans.
United States
19 Jun 2009
19
December 2008: Year-End Charitable Contribution Guidance
The Internal Revenue Service has again issued guidelines for year-end contributions to charitable organizations.
United States
21 Jan 2009
20
Bailout Legislation Extends Tax-Free IRA Distributions To Charities Through 2009
Originally enacted as part of the Pension Protection Act of 2006, section 408(d)(8) of the Internal Revenue Code (the "Code") provides that individuals who are age 70 1/2 or older can distribute up to $100,000 of their Individual Retirement Account ("IRA") or Individual Retirement Annuity balance to charitable organizations without recognizing income or taking a charitable deduction.
United States
28 Oct 2008
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