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Category Archives: Income Tax


The 2020 “Secure Act” is a Game Changer for Retirement Account Planning (Part 1 of 2)

By Jeffrey R. Gottlieb |

Happy New Year everyone! I know I haven’t written on this blog in a little while, but there are some brand new estate planning and estate administration changes that I will be discussing in the coming weeks and months. Today I will outline the MAJOR change passed late in 2019 that will impact the… Read More »

Form 8971

New IRS Form 8971: Basis Reporting for Taxable Estates

By Jeffrey R. Gottlieb |

When an individual dies leaving a gross estate (plus past taxable gifts) that exceeds the federal exclusion amount in the year of death ($5.45 million in 2016), a Form 706 Federal Estate Tax Return must be filed. This has long been the law. But a new law now imposes an additional filing requirement on… Read More »

Tax ID

Estate and Trust Tax ID Numbers: FAQ on the EIN from the IRS

By Jeffrey R. Gottlieb |

It probably won’t come as a surprise to anybody that income has to be reported on a Federal Income Tax Return. We’re all accustomed to providing our social security number to our employer, bank or brokerage institution so that income, dividends and capital gains can be reported to the individual and to the IRS…. Read More »

Image courtesy of Grant Cochrane /

IRS Clarifies New Same-Sex Marriage Tax Issues

By Jeffrey R. Gottlieb |

As most of you are probably aware, the United States Supreme Court issued a landmark decision in June that struck down a portion of the Defense of Marriage Act (DOMA). Constitutional Due Process Challenge The case, United States vs. Windsor, was an estate tax case out of New York. Thea Spyer and Edith Windsor… Read More »