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TREASURY RELEASES BIDEN TAX REFORM PROPOSAL

March 12, 2024 BACKGROUND The U.S. Treasury Department this afternoon released the “Green Book” [PDF 2 MB]….

FEDERAL COURT STRIKES DOWN CORPORATE TRANSPARENCY ACT AS UNCONSTITUTIONAL

Federal Court Strikes Down the Corporate Transparency Act as Unconstitutional March 4, 2024 On March…

EXETER AWARD GIVEN TO KIRBY C. NIELSEN

Exeter Prize 2023 Winners We are happy to announce the winners of the 2023 Exeter…

NEW MEMBERS JOIN THE TAX DEPARTMENT

Karen Rezikyan, CPA Mr. Rezikyan joins us from the national CPA firm, Frankel Loughran Starr…

GRANTOR TRUST DEBATE

September 11, 2023 Dear Clients and Friends: The Grantor Trust Debate – Does the Death…

CASH AND INVESTMENT RISK

March 20, 2023 Dear Clients and Friends: Investing is a unique pursuit and one that…

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