Jan 30, 2017 | Blog
On Monday (1/9/17), while speaking to the Heckerling Institute on Estate Planning in Orlando, Florida, Kathy Veihmeyer Hughes of the Treasury Department’s Office of Tax Policy, provided a status update of proposed regulations reducing...
Jan 15, 2017 | Blog
Revised July 17, 2017 PATG State Death Tax Chart — July 17, 2017 This chart is maintained for the Policy and Taxation Group Website and is updated regularly. Any comments on the chart or new developments that should be reflected on the chart may be sent to...
Dec 12, 2016 | Blog
South Dakota Sen. John Thune and other top Republicans recently announced their intentions to launch a new drive to repeal the estate tax next year, while pulling back on efforts to force a year-end vote aimed at blocking proposed Treasury Department regulations under...
Nov 17, 2016 | Blog
House Majority Leader Rep. Kevin McCarthy (CA) along with Republican committee chairmen have sent a letter to all government agencies urging them not move ahead with any new regulations in the closing months of the Obama Administration. In the letter, McCarthy warned...
Nov 3, 2016 | Blog
The American College of Trust and Estate Counsel (ACTEC) has just released a detailed response on Treasury’s proposed regulations under Section 2704 regarding valuation discounts for estates. The ACTEC is a nonprofit association of over 2,700 lawyers and law...
Sep 30, 2016 | Blog
Our voices have been heard! See below for an article on the sizable number of businesses and trade groups that have signed on to the letter against the proposed regulations under Section 2704. Thousands Ask Treasury To Kill Estate Transfer Proposal By Vidya Kauri...
