Recent Developments in Federal Income, Estate and Gift Taxes Affecting Individuals and Small Businesses

Date: Tuesday, November 28, 2023
Time: 7:30am - 9:45am
Location: Wolferts Roost Country Club
Speaker: Sam Donaldson

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This presentation summarizes important developments in the substantive federal income, estate  and gift tax laws affecting individual taxpayers and small businesses from July, 2022, through  June, 2023, with an occasional reference to some older items, where relevant. Areas covered in this presentation include:


Overview of the 2023 Federal Income and Transfer Tax Landscape 

Revenue Ruling 2023-2 and the Basis of Grantor Trust Assets at Death

Developments in Conservation Easements

SECURE Act 2.0 - Key features and planning implications

Developments in Reporting Foreign Bank Accounts


Sam Donaldson, Esq. Biography

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