The Logic of the Transfer Taxes: A Guide to the Federal Taxation of Wealth Transfers, 3rd Edition

December 17, 2025

KPMG reports: Tax subtitle for “One Big Beautiful Bill”

July 8, 2025

Article: Restricted Charitable Gifts to the Government

February 28, 2025

Article: The Ultimate Gift Horse: Modernizing the UPC on Advancements to Avoid Unintended Redistributions

February 21, 2025

Don’t Leave Your Heirs an IRA Tax Bomb

December 9, 2024

Article: Integration of Taxes on Inheritances, Estates and Gifts into the OECD Model Tax Convention on Income and on Capital: The Curious Case of Special Provisions – Part 1

November 8, 2024

Managing an Inheritance: When ‘Mom’s Money’ Becomes Yours

June 23, 2024

How to Avoid Pitfalls When Loaning Money to a Family Member

June 16, 2024

Article: The Nation’s Transfer Tax Regime and the Tax Gap

June 6, 2024

Article: Donationes Mortis Causa of Real Property: Missed Opportunities and Foreclosed Possibilities

June 5, 2024