Click Here to Access Our COVID-19 Resource Center


The U.S. Securities and Exchange Commission (SEC), through the Office of Compliance Inspections and Examinations (OCIE), has issued its 2019 Examination Priorities.

Gift tax returns are seductively simple. It’s not a long return, the template that the return requires be filled in does not seem particularly complex, so how hard can it be?

As we begin a new year, the focus of many private foundation managers will now shift from day-to-day operations and bookkeeping to the preparation of the foundation’s publicly disclosed Form 990-PF, Return of Private Foundation.

Concerning this month’s Cyber Roundup, a Millennial might text SSDD [the “polite” translation being: same stuff, different day]. Just another typical month in the annals of cyber security.

The IRS recently issued Proposed Regulation §20.2010-1 which addresses previously raised questions regarding taxpayers who may be interested in taking advantage of the increased lifetime basic exclusion amount (BEA).