Carried Away Series – What's Changing in GP Economics — PE Pathways Podcast
Law School Toolbox Podcast Episode 550: Financial Planning for Law Students and Young Lawyers (w/Alexandra Sandberg)
5 Key Takeaways | OBBBA: State and Local Tax Issues and Impacts – Analysis and Practical Guidance
5 Key Takeaways | New York Tax Developments
Childcare Benefits Under the Big Beautiful Bill: What's the Tea in L&E?
GILTI Conscience Podcast | From GILTI to NCTI: Unpacking the 2025 Tax Overhaul
Tax Talk with Josh Wykle – The Big Beautiful Bill & Overtime Deductions: What's the Tea in L&E?
The Hangover: GST Tax Issues, Asset Protection, Income Tax Residency vs. Domicile, and Other Safeguards
Key Advantages of Using REITs by Funds for Foreign Investors — The Tax Blueprint Podcast
Key Advantages of Using REITs by Funds for Tax-Exempt Investors — The Tax Blueprint Podcast
Episode Three: Choice of Entity and Inbound Transactions
5 Key Takeaways | The Illinois Franchise Tax: A Trap for the Unwary - and Even the Wary
Key Considerations for Companies Navigating Global Remote Work: Part 2 – Taxes and Benefits
Key Advantages of Using REITs by Funds for US Individuals and GP Stakeholders — The Tax Blueprint Podcast
AGG Talks: Cross-Border Business Podcast - Episode 31: The Ripple Effects of Tariffs and Transfer Pricing on Global Business
AI Today in 5: September 8, 2025, The Firewalls Can’t Protect Episode
College Financial Planning with Jack Wang
Building a Team of Trusted Advisors
From Legislation to Implementation: Understanding Section 1202 Changes — Troutman Pepper Locke Podcast
AI Today in 5: August 12, 2025, The Creating Billionaires Episode
New York’s proposed pied-à-terre tax is aimed at ultra-wealthy, high-value, second homes, but its practical impact may depend less on the property itself, and more on how the property is owned....more
Cross-border wealth and estate planning have become increasingly important among high-net-worth families in the APAC region, particularly those with ties to Mainland China, Hong Kong, and the United States, as well as ties to...more
On April 23, 2026, the Department of Justice (DOJ) and the Drug Enforcement Administration (DEA) issued an executive order (the Order) to move (i) products approved by the Food and Drug Administration (FDA) containing...more
From April 6, 2027, the way that pension scheme death benefits are treated for inheritance tax (IHT) purposes will change significantly. Unused pension funds and death benefit lump sums will largely be brought within the...more
It’s not just a crying baby keeping many new parents up at night—rising education costs have made planning for a child’s future a top concern. Section 529 accounts have long served as a powerful tax‑advantaged tool to help...more
Last month, New York’s governor announced that the State’s FY 2027 budget will include the enactment of an annual surcharge on second homes in New York City that are valued at $5 million or more. Query how much greater the...more
On May 12, 2026, the Amsterdam Court of Appeal issued a landmark ruling: U.S. law firm’s Dutch branch must pay Dutch DJ and electronic music icon Tijs Tiesto nearly 17 million euros in damages, plus 35,000 euros in legal...more
If you’re considering selling your company or its assets, there’s a tax issue you need to know about: Section 280G of the Internal Revenue Code. Section 280G can have a significant impact on both the economics of a...more
Non-U.S. individuals who own U.S. assets, including real estate, stocks, or business interests, may face significant U.S. estate tax exposure, often without realizing it. As cross-border investment between the United States...more
Employers competing for talent with college degrees are increasingly encountering the financial impact of student loan debt among their workforce. This debt affects not only employee financial wellness but also retention,...more
The IRS recently released updated FAQs addressing educational assistance programs under Internal Revenue Code Section 127. While much of the guidance reflects existing rules, the updates incorporate recent legislative changes...more
The short answer is YES! Here’s the plain‑English, straightforward version of how an ESOP works as a succession strategy: 1. The company sets up an ESOP trust. 2. That trust then buys some or all the owner’s stock....more
Our Hybrid Horizons series is focused on analyzing the evolving hybrid capital market, including its structures, trends, and practical applications within private capital. It provides insights into how hybrid instruments are...more
On May 5, 2026, the Internal Revenue Service (“IRS”) released Revenue Procedure 2026-21 (the “Rev. Proc.”), which reinstates a program under which taxpayers may request private letter rulings (“PLRs”) on “significant issues”...more
Since the initial publication of the Pillsbury Guide to Data Centers in 2025, the market has continued to evolve—most notably with respect to power availability, energy strategy, tax and incentives planning, and investment...more
The continued rise of private capital has reshaped global investment markets. Capital flows have diversified across asset classes—from real estate and infrastructure to private credit and private equity—driving increasingly...more
Key Takeaways: The IRS has opened a limited settlement window for eligible conservation and historic preservation easement disputes, with a reduced 10% gross valuation misstatement penalty available during the first 90...more
Section 530A accounts, commonly referred to as Trump accounts, have attracted attention since the enactment of the One Big Beautiful Bill Act in July 2025. While individuals have been able to set up these accounts for their...more
Much has been written about IRC Section 1202. Section 1202 affords non-C corporation taxpayers who sell a corporation’s qualified small business stock (“QSBS” or “1202 Stock”) issued after July 4, 2025 (and who satisfied the...more
The Trump administration is weighing whether to allow contributions of appreciated stock directly into §530A “Trump Accounts” — children’s savings accounts created by the One Big Beautiful Bill Act of 2025 (OBBBA), Pub. L....more
Ultra-high-net-worth individuals and families face a valuation environment that is far more complex than simply determining the worth of an asset. In the context of trust, gift, and estate tax planning, valuation becomes a...more
The IRS recently revised its FAQs (IRS FS-2026-10) addressing educational assistance programs under Internal Revenue Code Section 127. This updated guidance replaces the FAQs issued in June 2024 (IRS FS-2024-22) and reflects...more
The IRS has taken oscillating positions on issuing corporate letter rulings on isolated issues in the context of a larger, integrated transaction. Since 2024, taxpayers have been required to request a letter ruling regarding...more
Perception of Taxes- Since I started practicing almost forty years ago, there have always been a relatively few well-to-do individuals for whom the payment of any taxes – whether personal or business – under any...more
Kilpatrick’s Kylan Memminger recently participated on a panel discussion at the ABA Tax Section May Tax Meeting where they discussed the topic of “Pass-Through Entity Tax: Drafting Agreements to Take Advantage of State PTET...more