Resources

Land Donations To Charity  If a client has ever told you they’re “just donating the land outright” to a charity or land trust — no easement, no strings attached — you may have breathed a sigh of relief. Fee...

Jana Simons “Lessons from the Rich and Famous: Celebrity Estate and Tax Blunders” Amarillo, TX

Matthew L. Roberts, “The Partnership Audit Rules and Tips for Partnership Audits” Webinar

Key Takeaways Overview A federal district court in North Texas significantly reshaped the FBAR litigation landscape in 2025 when it concluded that willful FBAR penalty assessments violated the Seventh Amendment right to a...

At the Summer Tax Summit in St. Louis, the IRS shared a materially important update for taxpayers and practitioners considering participating in a voluntary disclosure.  Specifically, Jarod Koopman, Chief of the IRS...