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Death, Taxes and Politics: The Future of Tax Policy Ahead of the 2024 Election [Video]

Private Wealth Services attorneys Patrick Duffey and Brent Berselli discuss the future of tax policy with Tax attorney Joshua Odintz ahead of the 2024 election. The attorneys provide an overview of the 2017 Tax Cuts and Jobs...more

The Executive Appointment Process [Video]

Private Wealth Services attorney Patrick Duffey, Political Law attorney Charles Borden and Tax attorney Robert "Bob" Rizzi share insights on the executive appointment process as the 2024 election approaches. The new...more

Transfer Tax Considerations Under the Tax Cuts and Jobs Act

• The U.S. House of Representatives and Senate ushered H.R. 1, the Tax Cuts and Jobs Act (the Act), through conference committee, and President Donald Trump signed the Act into law on Dec. 22, 2017. • Most of the Act's...more

Proposed Treasury Regulations Would Severely Limit Valuation Discounts

Earlier this month, the U.S. Department of the Treasury unveiled its long-awaited proposed regulations targeting valuation discounts commonly used in estate planning, thereby overturning decades of settled law. As drafted,...more

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