January 1st, 2024
December Federal Tax Updates
INDIVIDUALS In Quevy v. Commissioner, TC Summary Opinion 2023-34, the Tax Court concluded that $75,000 paid on account of an alleged wrongful termination was includable in the employee’s income as the settlement agreement called the…
December 14th, 2023
Bethesda Magazine Honors 15 Stein Sperling Attorneys Among Montgomery County’s Top Attorneys
Stein Sperling is pleased to announce 15 attorneys have been recognized in Bethesda Magazine’s Top Attorneys list for 2023. This recognition underscores our firm’s commitment to delivering exceptional legal services and reflects the trust and…
December 1st, 2023
November Federal Tax Updates
INDIVIDUALS In Roman v. Commissioner, TC Memo 2023-142, the Tax Court concluded that $700,000 paid by a landlord to a formerly married couple still living together for vacating their shared apartment was not paid for…
November 1st, 2023
October Federal Tax Updates
INDIVIDUALS In In Re: Lambert, 132 AFTR2d 2023-6108, a Georgia Bankruptcy Court found that the issuance of Form 1099-C did not establish cancellation of a debt inasmuch as the form is an administrative reporting requirement…
October 1st, 2023
September Federal Tax Updates
INDIVIDUALS In Johnson v. United States, 132 AFTR2d 2023-________, a South Carolina Federal District Court determined that a couple’s loss of $180,000, when the real estate market crashed and they could not be repaid the…
September 1st, 2023
August Federal Tax Updates
INDIVIDUALS Proposed Regulations under Code Section 6011 would cause Monetized Installment Sale Transactions to be considered as Listed Transactions which must be disclosed; monetized transactions are installment sales involving an intermediary where the seller receives…
August 18th, 2023
David De Jong and Sarah Broder Discuss SECURE 2.0 on Podcast
Stein Sperling’s David De Jong and Sarah Broder appeared on the podcast ForYourBenefit on the Federal News Network with host Bob Leins to discuss SECURE 2.0, which changes the landscape of retirement plans. Topics of…
August 18th, 2023
38 Stein Sperling Attorneys Listed in 2024 Best Lawyers® and Best Lawyers: Ones to Watch®
Stein Sperling is pleased to announce that 25 lawyers have been included in the 2024 Edition of The Best Lawyers in America©. Additionally, 13 lawyers have been included in the 2024 Edition of Best Lawyers:…
August 1st, 2023
July Federal Tax Update
INDIVIDUALS In Gomas v. United States, 132 AFTR2d 2023-________, a Florida Federal District Court determined that the victim of a scam in which she withdrew funds from retirement plans in a fraudulent scheme in which…
June 1st, 2023
May Federal Tax Update
INDIVIDUALS In Rodgers v. Commissioner, TC Memo 2023-56, the Tax Court concluded that interest paid on a past due child support obligation constitutes income to the recipient and not additional taxfree child support. In Bibeau…
