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Exclusions

Fox Rothschild LLP

Commonwealth Court Broadens Realty Transfer Tax Exclusions for Real Estate Company Transactions

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The Pennsylvania Commonwealth Court’s decision in 430 Stump Road, LLP v. Commonwealth marks a significant clarification for transactions involving real estate companies and Pennsylvania’s realty transfer tax. The ruling...more

Troutman Pepper Locke

Navigating a New WOTUS Definition: Agencies Redefine the Line

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Over the past decade, the definition of “waters of the United States” (WOTUS) has shifted repeatedly, creating uncertainty for permitting and project planning. Building on the Supreme Court’s Sackett v. EPA decision, the EPA...more

Zelle  LLP

AI Update: The Growing Trend of AI-Related Insurance Policy Exclusions

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lAs AI use increases in current business operations, insurers are racing to define their risk appetite for this rapidly evolving exposure. Over the past year, several carriers have introduced exclusions and endorsements...more

Vinson & Elkins LLP

No Action for No-Actions: SEC Announces Significant Change in No-Action Relief During the 2025-26 Proxy Season

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On November 17, 2025, the Division of Corporation Finance (the “Division”) of the Securities and Exchange Commission (the “SEC”) announced it will not respond to, and will express no views on, requests for exclusions of...more

Ropes & Gray LLP

Finalized Changes to Medicare Payment Rules: Key Takeaways for Life Sciences Companies

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The Centers for Medicare & Medicaid Services (“CMS”) recently finalized a Medicare payment rule with significant implications for life sciences companies, particularly biotech and pharmaceutical manufacturers....more

Hall Benefits Law

11th Circuit Rules Health Plan’s Gender Care Exclusions Not Discriminatory

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The U.S. Court of Appeals for the Eleventh Circuit recently overturned the rulings of a federal district court and an Eleventh Circuit panel, finding that a Georgia health plan’s exclusion of coverage for gender-affirming...more

Husch Blackwell LLP

Second Circuit Affirms $54 Million Judgment for Loss "Arising From" Insurrection

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In CITGO Petroleum v. Ascot Underwriting Limited, et al., Case No. 24-227 (2d Cir. 2025), the U.S. Court of Appeals for the Second Circuit recently affirmed a $54.2 million judgment (plus interest) in favor of CITGO Petroleum...more

Hahn Loeser & Parks LLP

Slippery Scope – Understanding Your Scope of Work

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Would it surprise you to learn that one of the most important sections in your construction contract is the one your lawyer will probably spend the least amount of time on? In your lawyer’s defense, lawyers aren’t always...more

Hogan Lovells

Exclusion in Practice: Connected and Associated Persons under the Procurement Act 2023

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In our first article in this series, we explored the expanded mandatory and discretionary exclusion grounds under the Procurement Act 2023 (the "Act"). The Act doesn't just expand the grounds for exclusion. It also changes...more

Holland & Knight LLP

Section 1202 Gross Assets and Basis Issues for Qualified Small Business Stock

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In order for stock to be qualified for an exclusion on gain under Internal Revenue Code (Code) Section 1202, the issuing corporation must, among other requirements, have aggregate gross assets of no more than $75 million at...more

Perkins Coie

Estate Planning Provisions in the One Big Beautiful Bill Act

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Key Takeaways - 1. The Act permanently extends the doubled gift, estate, and generation-skipping tax exclusion amount to $15 million per individual and $30 million per married couple, indexed for inflation. 2. The Act...more

Holland & Knight LLP

A Look at Transfers of Section 1202 Qualified Small Business Stock

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Section 1202 of the Internal Revenue Code provides that noncorporate taxpayers may exclude certain gains on the disposition of Qualified Small Business Stock (QSBS) held longer than the minimum required holding period. One...more

Lowenstein Sandler LLP

Tax Reform 2025: What the OBBBA Means for Startups & Venture Capital + QSBS in New Jersey

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On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was enacted into law. The OBBBA extends and expands numerous tax provisions from the Tax Cuts and Jobs Act of 2017 (TCJA), repeals or scales back several provisions from...more

FBT Gibbons LLP

One Big Beautiful Bill Act Enacts a Permanent Increase in the Estate and Gift Tax Lifetime Exclusion Amount for 2025 and Later...

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On July 3, 2025, and by a vote of 218 to 214, the U.S. House of Representative passed the Senate’s amended version of H.R. 1 (also known as the “One Big Beautiful Bill Act” or OBBBA 2025), which is the tax-and-budget...more

Arnall Golden Gregory LLP

[Webinar] Mitigating the Impact of Tariffs: A Practical Guide for Life Sciences Companies - June 17th, 12:00 pm - 1:00 pm EDT

AGG partner and Life Science team member, Allison Raley, will present a complimentary webinar examining how life sciences companies can overcome challenges in the face of U.S. tariffs. As international trade tensions persist...more

Zelle  LLP

Any is Not All and The Future is Not Now: The Contours of the Cosmetic Damage Exclusion Taking Shape

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In Iyengar v. Liberty Insurance Corporation, No. SA-21-CV-1091-FB, 2024 WL 5505300 (W.D. Tex. Dec. 13, 2024), District Judge Biery denied Plaintiffs’ Motion for Clarification regarding Magistrate Judge Bemporad’s...more

Bricker Graydon LLP

The Possible Repeal of the Tax Exemption of Municipal Bond Interest

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You may have heard recently about proposals for Congress to remove the exclusion from gross income of interest on state and local bonds, usually referred to as “repealing the tax exemption on municipal bonds.”  This issue...more

Cooley LLP

Court of Appeal Split on Scope of Exclusion Clause

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In EE Ltd v. Virgin Mobile Telecoms Ltd, the Court of Appeal upheld the High Court’s decision that EE’s claim against Virgin was excluded under the terms of the parties’ telecommunications supply agreement. While the decision...more

Gray Reed

Manufacturing Matters: Controlling Construction Costs

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Manufacturing construction is anticipating an uptick in 2025 with expected domestic economic protections and the continued consumer demand. Texas will remain a hotbed for this activity with continued business relocations,...more

Wiley Rein LLP

Lending Exclusion in Bankers Professional Liability Policy Bars Coverage For Claim Alleging Financing a Ponzi Scheme

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The United States District Court for the Central District of California, applying California law, has held that a lending exclusion in a bankers professional liability policy barred coverage for underlying lawsuits alleging...more

Jaburg Wilk

Exclusions, Exemptions, Estate Tax – What to Know in 2025

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As we enter 2025, it’s important to stay informed about the current federal estate and gift tax laws, including annual exclusion limits and significant changes anticipated by the end of this year. Annual Exclusion Amount- ...more

Lathrop GPM

Estate Planning 2025 Federal Tax Update

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As we start the new year, this Federal Tax Update highlights estate planning-related federal tax information as you consider 2025 planning options. ...more

Holland & Knight LLP

Continuing Trend: Section 301 Machinery Exclusion

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A total of 185 Section 301 exclusion requests for machinery used in domestic manufacturing have been filed as of Dec. 19, 2024. Of those, 136 requests remain open for opposition or support from interested parties or for...more

Vondran Legal

VRBO owners, does your welcome book and terms include a DO NOT TORRENT warning?

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Strike 3 Holdings is an adult pornography company located in California that has literally filed over 10,000 federal court copyright infringement cases across the United States for nearly a decade now. No company files more...more

Warner Norcross + Judd

Navigating the Tariff Terrain: Current Landscape and Future Outlook

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For several years now, Section 301 and 232 tariffs have impacted the cost of production, resulted in price increases, shifted global supply chains and increased domestic investments in manufacturing. With new potential...more

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