This program will review the leading federal tax cases and rulings of February 2023, including the most important valuation case out of the Tax Court in two years. The speaker will cover a 5-4 decision of the U.S. Supreme Court regarding the FBAR filing (with an unusual division among the justices) and talk about the Tax Court petition that was filed two minutes late.
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.