Recent Developments in Federal Income, Estate and Gift Taxes Affecting Individuals and Small Businesses
Date: Tuesday, November 28, 2023
Time: 7:30am - 9:45am
Location: Wolferts Roost Country Club
Speaker: Sam Donaldson
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This presentation summarizes important developments in the substantive federal income, estate and gift tax laws affecting individual taxpayers and small businesses from July, 2022, through June, 2023, with an occasional reference to some older items, where relevant. Areas covered in this presentation include:
Overview of the 2023 Federal Income and Transfer Tax Landscape
Revenue Ruling 2023-2 and the Basis of Grantor Trust Assets at Death
Developments in Conservation Easements
SECURE Act 2.0 - Key features and planning implications
Developments in Reporting Foreign Bank Accounts
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