Articles and News
Resolving Tax Compliance for Long‑Delayed Estates
This article outlines the key steps to bring an unfiled estate into compliance, focusing on IRS procedures, fiduciary obligations, and penalty mitigation, with citations to relevant legal authority.
Estate Planning: Trusts, Taxes and Basis Step-Ups
Article on how trusts affect estate taxes and basis step-up. Explanation of the trade-offs between estate tax and capital gains taxes.