On November 2, 2017, the House of Representatives introduced H.R. 1, dubbed the Tax Cuts and Jobs Act. This bill is not law and, in fact, has a long way to go before becoming law – there will be [...]
IRS Releases Official Inflation-Adjusted Figures for 2018 Shielding Estates of Under $11.2 Million from Estate Tax
In Tax and Estate Planning PostedOn October 19, 2017 the IRS released Revenue Procedure 2017-58 (available here), announcing inflation-adjusted figures. In addition to announcing the income tax bracket adjustments due to [...]
Part 1 of this blog post (available here), summarized eight tax regulations identified by Treasury Secretary Mnuchin as needing simplification or being particularly burdensome to the taxpayer. On [...]
In Private Letter Ruling 201736018 issued September 8, 2017, the IRS ruled that an IRA payable to the owner’s estate could be rolled over by the decedent’s spouse. If a spouse is designated as [...]
This post was written by Bryan Seigworth. On Wednesday, September 13, 2017, citing national security concerns, the White House issued an Order blocking the acquisition of Lattice Semiconductors [...]
In transactions involving the sale of most businesses, confidentiality agreements are standard practice for protecting confidential information shared between the parties. In the sale of a dental [...]
Recent Decision Provides Guidance for Making Browsewrap Agreements Enforceable
In Corporate Issues PostedThe Second Circuit Court of Appeals recently issued its decision in Meyer v. Uber Technologies, Inc., finding that a browsewrap agreement was enforceable, including the arbitration clause [...]
Practical Tax Management for Parents and Grandparents of Young Adults (2 of 3)
In Tax and Estate Planning PostedThe 0% capital gain tax bracket opens up a planning opportunity for higher income parents and grandparents who may be considering gifts or providing support to younger family members in a lower [...]
Practical Tax Management for Parents and Grandparents of Young Adults (1 of 3)
In Tax and Estate Planning PostedIn tax planning and wealth management, professionals focus on managing capital gains tax liability. Common tools employed in this pursuit include loss harvesting and charitable gifting of [...]
The Law Firm of Metz Lewis Brodman Must O’Keefe LLC is pleased to announce the addition of Manning J. “Jim” O’Connor II and Sammy Sugiura Jr to our growing team of experienced, solutions-driven [...]
