April 2024 developments include the recurring issues of whether damages are taxable, whether a conservation easement is overvalued, whether failure to file a Report of Foreign Bank and Financial Accounts (FBAR) was willful, and whether a Tax Court Petition was filed on time. New issues to be discussed include upcoming regulations on inherited retirement plan interests.
Learning Objectives:
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.