Specialty Group: TAG Tax

Author: Scott T. Ditman If philanthropy is important to your estate planning legacy, consider taking steps to ensure that your donations are used to fulfill your intended charitable purposes. Outright gifts can be risky ...

In the case of Soltani-Amadi v. Commissioner (Tax Court Summary Opinion 2019-19), the Tax Court (the Court) has found that an early 401(k) distribution used for a first-time home purchase is subject to the 10% additional ...

Author: Cathy Bryant In anticipation of the extension of the off-payroll rules to the private sector in April 2020, the Government has published its draft legislation together with explanatory notes, policy paper and a ...

As many in California already know, the State does not conform automatically to new Federal tax legislation, including the Tax Cuts and Jobs Act enacted on December 22, 2017 (“TCJA”). Instead, any conforming changes ...