Metz Lewis attorney Michael Herzog presented Tax Due Diligence for M&A Transactions to the Allegheny Tax Society on January 26, 2026. The presentation explored key tax considerations in [...]
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As part of the Allegheny County Bar Association’s Continuing Legal Education program, Metz Lewis attorney Mike Herzog presented Tax Due Diligence for M&A Transactions. This program provided [...]
Below is an overview of current tax laws compared to the proposed plan put forth by Democratic Presidential Nominee Joe Biden. Overall, Biden’s proposed plan could result in substantially more [...]
With the new normal of employees working remotely, employers should consider that these workforce strategies may have significant unexpected state tax implications and could create potential tax [...]
So far 2020 has been filled with great uncertainty. However, two things are certain through the end of 2020 – (1) we know the tax rules and the planning implications for individuals, and (2) we [...]
The Irrevocable Spousal Trust is an irrevocable trust that you and/or your spouse create during your lifetime for the ultimate benefit of your children. The trust is structured to be funded using [...]
The CARES Act waives the required minimum distribution rules for IRAs during 2020. The waiver is not applicable to defined benefit plans (i.e. pensions). Example: While employed, Larry [...]
The IRS has issued a formal and expanded release on the April 15, 2020, deadline for 2019 federal income tax returns. July 15, 2020 remains the new due date for all calendar year 2019 returns for [...]
This coronavirus is certainly an ill wind and we are all doing our best to cope. We also remember the saying that, “It is an ill wind that blows no good.” So what is the planning one [...]
The GRAT (Grantor Retained Annuity Trust) It may seem counterintuitive to consider wealth transfer opportunities as financial markets continue to experience volatility with the spread of [...]
