The session will look at the leading tax developments of September 2024, including a significant Tax Court decision in Estate of Fields, in which a family limited liability entity was created on deathbed to save millions of dollars in estate taxes. It was a potentially brilliant idea, but it did not work.
Learning Objectives:
- List the latest regulations, rulings, and pronouncements from the IRS
- Summarize the most recent decisions out of the Tax Court and federal district courts around the country
David De Jong, CPA
Stein Sperling Bennett De Jong Driscoll PC
Principal
[email protected]
(301) 340-2020
As chair of the firm’s tax practice group, David helps businesses and individuals with a broad range of tax planning and controversy matters, estate planning, business transactions, and valuations. A CPA with a Master of Laws in Taxation from Georgetown University Law Center, he is accredited in estate planning by the National Association of Estate Planners and Councils and in business valuation by both the American Institute of Certified Public Accountants and the National Association of Certified Valuators and Analysts. With over 35 years of experience, David brings a high level of expertise, sound judgment, and personal attention to help solve his clients’ tax, estate, and business matters.
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