Valuation Case Alerts
Double Dipping: A Faux Pas in Tax Court Too
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- What We Know
- Tax Court Draws Estate Planner's Roadmap in Wandry
- Waffle House Dispute Saves Gift Taxes in Dickerson
- Solid as Stone FLP Circumvents Section 2036 Attack
- Double Dipping: A Faux Pas in Tax Court Too
- Section 2036 Ambush Leaves Dr. Liljestrand's Estate in Need of a Medic
- A Formula for Success: Ninth Circuit Aligns with Fifth and Eighth Circuits on Formula Clause
- In Estate of Adler, Section 2036 Trumps Fractional Interest Discounts
- Second Circuit Reins in Section 2036: Mother Continuing to Share Property with Son Does Not Constitute “Enjoyment and Possession”
- Estate of Jensen Gets the Full BIG Discount
- So Close, Yet So Far Away: Lack of Appraisal Turns IRS Victory to Loss at the Finish Line
- More Valuation Case Alerts...