Lucas Witters

Lucas Witters

BakerHostetler

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Retirement Planning Strategies under the Scrutiny of the Federal Fisc

President Obama’s proposed budget for 2016 shows that some retirement planning strategies have drawn the attention of the Federal government and may be subject to future legislative limitations. The President’s proposed...more

8/27/2015 - Retirement Retirement Plan Roth IRA

Trusts Find Shelter from State Taxes in State Courts

In two recent cases, taxpayers have successfully challenged state taxation of trust income on the basis that the taxing states had a minimal connection to the trust. In The Kimberly Rice Kaestner 1992 Family Trust v. North...more

8/3/2015 - Beneficiaries Bonds Non-Taxable Income S-Corporation Stocks Tax Rates Taxable Income

Repeated IRS Warnings Haven’t Stopped Telephone Scams

In October 2013, the IRS issued taxpayers a warning about a pervasive telephone scam designed to solicit payments and release of personal information from individuals. The IRS issued a second warning concerning the scam near...more

2/12/2015 - Consumer Complaint System FTC IRS Personally Identifiable Information Scams

Keep Your Collection Away from the Collectors: Tax Planning for Fine Art

Appreciation of fine art can create challenging tax issues, but with proper planning collectors can minimize the estate, gift, and income tax consequences of their collections. For taxpayers hoping to keep their works...more

10/21/2014 - Appeals Estate Tax Gift Tax Income Taxes Section 1031

Analysts and Industry Leaders Bullish on North American Fracking Demand

Upon review of second quarter earnings reports from industry participants, analysts are rather bullish on future demand for hydraulic fracturing in North America. Halliburton in particular is looking to take advantage...more

7/25/2014 - Energy Fracking Oil & Gas

Senate Finance Committee Chairman Proposes Repeal of Like-Kind Exchange Deferral and Other Changes Affecting Real Estate

On November 21, 2013, Senate Finance Committee Chairman Max Baucus released the third package in a series of "Staff Discussion Drafts" containing proposals to reform the tax code. This third set of proposals focuses on...more

1/9/2014 - Depreciation Property Tax Real Estate Market Realty Transfer Taxes Tax Deductions Tax Reform

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