Q3 Update on New Tax Laws, Private Letter Rulings, and Court Cases

November 1, 2017

Recording  | Presentation material

In this video podcast, Bob Keebler recaps the third quarter of 2017 case law, private letter rulings, as well as proposed and enacted legislation:

  • Hurricane Harvey relief
  • Cases and PLRs covered include:
    • Trust reformation
    • Gift splitting and GST allocation
    • GST extension
    • Gift tax statute of limitation
    • Estate tax deduction
    • IRA and divorce
    • IRA distributions, excess contributions, and bankruptcy
    • Passive activity losses
    • And more!