Law firms · cited in 3 of our stories.
With more than $160 billion of noncash donations claimed for 2023, examiners are denying deductions for technical failures rather than fighting over what art, private stock or IP is worth.
In Beveled Edge Insurance, the court said the codified economic substance doctrine can strip a captive's tax benefits without erasing the whole arrangement, and left penalties on the table for trial.
The IRS left the estate-planning hurdle rate unchanged for a second month, a level that squeezes annuity trusts while making charitable remainder trusts and residence trusts cheaper to fund.
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