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Tax Considerations When Investing in a Joint Venture

Clients frequently seek legal advice when they are considering the start-up of a new venture or investing in an existing business. Challenging aspects of these deals include the tax issues that arise by virtue of different investors contributing different mixes of resources to the venture. Consider that some clients are the idea people who hold […]

Gary A. Zwick Awarded One of Three Kenneth Black, Jr. Journal Author Awards

An article co-authored byandnbsp;Gary A. Zwickandnbsp;and published in theandnbsp;Journal of Financial Service Professionalsandnbsp;was recently awarded one of three Kenneth Black, Jr. Journal Author Awards for best article of the year. This article, titled “Why Tax Minimization is Overrated in Estate Planning,” appeared in theandnbsp;Journalandnbsp;in March 2013 and was co-authored by James Jurinski, a professor at […]

IRS Issues Anticipated Safe Harbor Guidance on Historic Tax Credit-Related Transactions

Byandnbsp;Gary A. Zwickandnbsp;and Lacie L. O’Daire. On December 30, 2013, the Internal Revenue Service issued its long-anticipated “Safe Harbor” guidance for transactions in which federal Historic Tax Credits are employed to raise capital for real estate redevelopment projects. The guidance was issued in the form of Revenue Procedure 2014-12. To access the full text of […]

Now is the Time to Plan for Changes in the Health Law

Byandnbsp;David E. Schweighoefer andandnbsp;Lacie L. O’Daire The laws requiring changes to health care and benefits provided by employers are either already in force or will be in force in the next year or two. The impact upon you and your business will be greatly dependent on the actions you take in 2013. If you have […]

Judicious Use of Your Estate and Gift Tax Exemption Requires Action Soon

The year 2012 presents U.S. taxpayers with a gift planning dilemma. As the law stands today, and at least until December 31, 2012, every person may transfer up to $5,120,000 (“Estate Tax Exemption”) of assets to any one or more persons (excluding spouses) without incurring estate or gift tax obligations. For a married couple, that […]

“Trustee Compensation: Proceed with Caution”

In the August 2010 issue ofandnbsp;The Tax Adviser,andnbsp;John E. Schillerandnbsp;discussed the potentially sensitive issue of trustee compensation in his article, “Trustee Compensation: Proceed with Caution.”