Podcast: Q1 Update on New Tax Laws, Private Letter Rulings, and Court Cases

April 6, 2018

Recording | Presentation material

In this video podcast, Bob Keebler recaps the first quarter of 2018 case law, private letter rulings, and legislation:

  • Priority Guidance Plan, outlining initial thoughts on guidance projects implementing the Tax Cuts and Jobs Act
  • Cases and PLRs covered include:
    • Estate tax exemption
    • QTIP election
    • GST allocation
    • Worthless loan deduction
    • Charitable deductions
    • Income tax form disclosures
    • IRA in divorce
    • IRA rollovers and Roth IRA contributions
    • Trusts as IRA beneficiaries