Kevin Robertson

Kevin Robertson


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Latest Publications


A Disconcerting Proposal from the Senate: Proposed Repeal of Section 1031

Last November, Senate Finance Committee Chairman, Max Baucus, released the third package in a series of “Staff Discussion Drafts” proposing various changes to reform the Internal Revenue Code. Of course, it is likely that any...more

2/10/2014 - Deficit Reduction Internal Revenue Code Max Baucus Real Estate Investments Tax Reform Tax-Free Exchanges

Deceased Spousal Unused Exclusion (“DSUE”)—A Planning Opportunity

One of the helpful provisions recently added to federal estate tax law allows a surviving spouse to use any “leftover” or “unused” federal estate tax exclusion amount of a deceased spouse. The federal estate tax exclusion...more

6/5/2013 - Deceased Spousal Unused Exclusion Estate Planning Estate Tax Surviving Spouse

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