August 1st, 2022
Federal Tax Update
INDIVIDUALS In Keefer v. United States, 130 AFTR2d 2022-5002, a Texas Federal District Court denied an individual a charitable deduction for a 4 percent limited partnership interest in a hotel given to a donee organization…
July 1st, 2022
June Federal Tax Update
INDIVIDUALS In Gericke v. Truist, 129 AFTR2d 2022-2099, the Third Circuit Court of Appeals agreed with a New Jersey Federal District Court that Truist properly issued a 1099-C to the plaintiff inasmuch as Regulations require…
June 1st, 2022
May Federal Tax Update
INDIVIDUALS In Caldwell v. Commissioner, TC Memo 2022-51, the Tax Court concluded that long term disability premiums were paid by the taxpayer’s employer in pre-tax dollars and, accordingly, benefits which went unreported were taxable. In…
May 1st, 2022
April Federal Tax Update
INDIVIDUALS In Doherty v. Turner Broadcasting System, 129 AFTR2d 2022-________, a District of Columbia Federal District Court ruled that an employer not only did not willfully file fraudulent tax forms but in fact complied with…
March 1st, 2022
February Federal Tax Update
INDIVIDUALS In Hicks v. Commissioner, TC Memo 2022-10, the noncustodial father of a child was permitted the dependency allowance although no Form 8332 was submitted with the return; the taxpayer provided a copy of a…
February 1st, 2022
January Federal Tax Update
INDIVIDUALS In Hewitt v. Commissioner, 128 AFTR2d 2021-7033, the Eleventh Circuit Court of Appeals reversed the Tax Court and found IRS regulations were not properly developed and were arbitrary and capricious which would have taken…
December 23rd, 2021
30 Stein Sperling Attorneys Recognized by Super Lawyers Maryland on 2022 List
Stein Sperling is proud to announce 30 of its attorneys have been selected for inclusion on the 2022 Maryland Super Lawyers and Rising Stars lists, including attorneys on the Top 10, Top 50, and Top…
October 29th, 2021
11 Stein Sperling Attorneys Listed Among “2021 Top Attorneys” in Bethesda Magazine
11 Stein Sperling attorneys are included in the November/December 2021 edition of Bethesda Magazine‘s list of top attorneys in Montgomery County. The magazine surveyed 1,700 attorneys who practice in Montgomery County to find out “who…
October 6th, 2021
Attorneys De Jong and Widdes Weigh In On Proposed Tax Legislation
With Congress once again considering significant tax legislation, host Bob Leins invited Stein Sperling attorneys David De Jong and Steve Widdes to speak on ForYourBenefit about the broader effects the legislation may have. Listen below…
June 11th, 2021
David De Jong and Steve Widdes Speak on Estate Planning In Light of Proposed Legislation
On Monday, June 7, Stein Sperling tax and estate attorneys David De Jong and Steve Widdes joined host Bob Leins on Federal News Network’s ForYourBenefit show to talk about “Tax and Estate Planning Today – In…
