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

November 1, 2017


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!