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Basis Consistency Reporting Deadline Pushed Back Again

Friday, February 12, 2016

In Notice 2016-19, IRS delayed to March 31, 2016 the initial filing deadline for the newly created Form 8971, on which an executor is to report final estate tax values of property distributed from a decedent's estate to assure consistency in reporting basis on a subsequent sale or exchange.

Case Study: Stock Redeemed From a CRT

Thursday, February 11, 2016


A charitable remainder trust defers taxes upon the redemption of stock, assists in the gradual phase-out of stockholders, and allows for gifts to charity.

Obama Releases Fiscal 2017 Budget Proposal

Wednesday, February 10, 2016


The Administration released its proposed budget for fiscal 2017 ("Budget"), including many of the same tax proposals from previous budgets that have found no traction in Congress.

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