Dara B. Howard

News & Insights Events

  • Newsletter

    Wealth Management Update

    May 2024 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    Treasury Releases "Greenbook" for Fiscal Year 2025
     
    Aldridge v. Commissioner of Internal Revenue, No. 13742-10 (U.S.T.C. Feb. 21, 2024)
     
    Proposed New Regulations for Charitable Remainder Annuity Trusts
     
    Connelly v. United States (No. 23-146)

    on May 2024

  • Newsletter

    Personal Planning Strategies

    Estate, Gift and GST Tax Update
     
    Gift Tax Update
     
    New York Estate Planning Update
     
    Connecticut Estate Planning Update
     
    Massachusetts Estate Planning Update
     
    New Jersey Estate Planning Update
     
    Make Sure That You Take Your IRA Required Minimum Distributions by December 31, 2023
     
    Understanding the Inflation Adjustments to the Estate, Gift and Generation-Skipping Transfer Exemption Amounts

    on November 2023

  • Newsletter

    Wealth Management Update

    June 2023 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    IRS Data Book Released for Fiscal Year 2022
     
    PLR 2023150002
     
    Wrzesinkski v. United States, No. 2:22-cv-03568, (E.D. Pa. Mar 7, 2023)
     
    McGuire v. Hall (In re Gregory Hall Tr.), Nos. 361528, 362467, 2023 Mich. App. LEXIS 1866 (ct. app. Mar. 16, 2023)

    on June 2023

  • Newsletter

    Wealth Management Update

    IApril 2022 Interest Rates for GRATs, Sales to Defective Grantor Trusts, Intra-Family Loans and Split-Interest Charitable Trusts
     
    Estate of Marion Levine v. Commissioner (158 T.C. No.2)
     
    IRS Issues Proposed Required Minimum Distribution Regulations for Retirement Plans
     
    IRS Overpayment and Underpayment Interest Rate Increased

    on April 2022