Why a Tax Attorney’s Advice is Important: Case Study – Cavallaro

Estate Planning, Gift Tax, Business Succession, and the Ability to Rely on Advice of Counsel JD Supra Business Advisor recently published our case study on the Tax Court Opinion in the Cavallaro matters - a true rags to riches story involving taxation, and why a tax attorney's advice/representation is important....

Why a Tax Attorney’s Advice is Important: Estate Planning, Gift Tax, Business Succession, and the Ability to Rely on Advice by Counsel

Case of the Week: Cavallaro A recently published tax court opinion provides us with a fascinating case involving a rags to riches story of a tightly-knit hardworking family and the creation, merger and eventual sale of two related family companies. It hit our radar because of the impermissible tax position...

Special Issue: 2014 Tax Planning Roundup

What's Inside Planning: Year-End Investment Tax Planning Year-End Charitable Tax Planning Year-End Family Tax Planning Year-End Retirement Tax Planning Year-End Estate Tax Planning Year-End Business Tax Planning Tax Calendar Dear Client, Colleague, or Tax Enthusiast, Having just finished the extended 2013 tax filing season, we are aware of the very...