Publications

Your search for Tax Planning and Compliance produced 32 results.
June 25, 2020
Publication
The IRS earlier this month released proposed regulations on Section 1031 like-kind exchanges that may help taxpayers who were facing tax consequences due to changes made to Section 1031 by the...
Philip P. Piecuch
Associate
April 14, 2020
Publication
In response to the ongoing COVID-19 pandemic, the IRS previously issued several notices to provide relief to taxpayers by postponing the due date for filing federal income tax returns and making...
Jennifer Y. Tolsky
Partner
April 10, 2020
Publication
The IRS yesterday announced some relief for taxpayers currently engaged in a 1031 like-kind exchange, most notably that any 45-day or 180-day deadline that occurs between April 1 and July 14...
Paige M. Krause
Associate
April 1, 2020
Publication
The IRS has delayed the due date for filing 2019 federal gift and generation-skipping transfer (GST) tax returns and making federal gift and GST tax payments from April 15, 2020, to...
Ilana Schwartz Bley
Associate
April 1, 2020
Publication
As discussed in two previous articles on payroll tax credits for sick and family leave and CARES Act tax relief, eligible employers are entitled to claim an employment tax credit for...
Jennifer Y. Tolsky
Partner
March 31, 2020
Publication
In addition to benefits available under the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) and the Families First Coronavirus Response Act (Response Act), an existing benefit under the...
Ilana Schwartz Bley
Associate
March 30, 2020
Publication
Enacted into law last Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) included numerous provisions providing tax relief to individuals and businesses who have been...
Jennifer Y. Tolsky
Partner
March 30, 2020
Publication
The COVID-19 pandemic, with many companies being forced to cease operations by state-issued stay in place orders or shutting down or curtailing operations, could affect the operation of qualified retirement plans.
David M. Arnburg
Partner
March 24, 2020
Publication
As noted and discussed last week on our HR Law Blog, the Families First Coronavirus Response Act (Response Act) was signed into law on March 18, 2020.
Jennifer Y. Tolsky
Partner
March 23, 2020
Publication
As a result of the ongoing COVID-19 pandemic, the IRS has postponed the federal income tax filing deadline to July 15, 2020, from the usual April 15 due date. The move...
March 18, 2020
Publication
As part of an effort to provide some measure of tax relief during the COVID-19 outbreak, the IRS has pushed back the April 15 deadline to July 15, 2020, for those...
Gerard R. Fellows, CFP®
Partner
Chair, Tax Planning and Compliance Practice
February 19, 2020
Publication
If you own at least 10% of a foreign company or any foreign rental real estate, you are required to file a form BE-10 by May 29, 2020.
Ilana Schwartz Bley
Associate
January 2, 2020
Publication
The SECURE (Setting Every Community Up for Retirement Enhancement) Act, signed into law on Dec. 20, 2019, brings about major changes for your retirement plans.
Ilana Schwartz Bley
Associate
July 16, 2019
Publication
Illinois has cleared one of the last remaining minefields for out-of-state businesses selling to Illinois residents to submit the state sales tax that they are required to collect on such sales.
Jennifer Y. Tolsky
Partner
June 21, 2019
Publication
The U.S. Supreme Court ruled unanimously today that a trust beneficiary’s residence in a state by itself doesn’t give the state the right to tax the trust.
Ilana Schwartz Bley
Associate
June 5, 2019
Publication
From its recent inception, the Qualified Opportunity Zone program has generated a lot of interest from potential investors, but many have waited until receiving further guidance from the Internal Revenue Service...
Jennifer Y. Tolsky
Partner
February 6, 2018
Publication
Along with the new year came sweeping changes to the Internal Revenue Code of 1986, as amended (the Code), in the form of the Tax Cuts and Jobs Act (the Act)....
Jennifer Y. Tolsky
Partner
January 1, 2018
Publication
The Senate and the House have each passed their own version of Tax Reform. In comparing the two bills there are many similarities, however, there are ...
Gerard R. Fellows, CFP®
Partner
Chair, Tax Planning and Compliance Practice
December 19, 2017
Publication
An insidious and underreported aspect of the tax legislation winding its way through Congress this week is a provision that likely will meaningfully and negatively impact private...
Gerard R. Fellows, CFP®
Partner
Chair, Tax Planning and Compliance Practice
October 2016
Publication
Family-owned companies and other closely held businesses and investment entities would be affected
January 2014
Publication
Edward A. Trio
Partner
Estate Planning and Wealth Transfer
Tax Planning and Compliance
December 10, 2012
Publication
Ronald N. Mora
Partner
Estate Planning and Wealth Transfer
Real Estate
January 2011
Publication
Steven C. Gustafson
Partner
Estate Planning and Wealth Transfer
Tax Planning and Compliance
August 2010
Publication
Gail Potysman Bley, CFP®
Partner
Estate Planning and Wealth Transfer
Tax Planning and Compliance
July 2009
Publication
David M. Arnburg
Partner
Human Resources and Employment
Corporate
October 2008
Publication
Gerard R. Fellows, CFP®
Partner
Chair, Tax Planning and Compliance Practice
Estate Planning and Wealth Transfer
Tax Planning and Compliance
March 2008
Publication
Steven C. Gustafson
Partner
Family Offices, Businesses and Entrepreneurs
Real Estate
March 2008
Publication
Steven C. Gustafson
Partner
Estate Planning and Wealth Transfer
Tax Planning and Compliance
January 2008
Publication
Ronald N. Mora
Partner
Family Offices, Businesses and Entrepreneurs
Estate Planning and Wealth Transfer
January 2008
Publication
Steven C. Gustafson
Partner
Tax Planning and Compliance
Financial Services
July 2007
Publication
Gerard R. Fellows, CFP®
Partner
Chair, Tax Planning and Compliance Practice
Tax Planning and Compliance
Tax Controversy
March 2007
Publication
Gerard R. Fellows, CFP®
Partner
Chair, Tax Planning and Compliance Practice
Tax Planning and Compliance
Tax Controversy