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Latest News

Potential Changes to Estate Planning and Tax Laws on the Horizon
Monday, Nov 01, 2021

The House Ways and Means Committee released, and advanced out of committee, draft tax legislation addressing corporate, international and individual income tax… Read more »

Opportunity Zones in Virginia: A Brief Overview
Friday, Aug 16, 2019

The U.S. Department of the Treasury recently issued guidance on the qualified opportunity zone (“QOZ”) tax incentive, which was added to the… Read more »

The Pitfalls of Joint Bank Accounts
Saturday, Feb 16, 2019

The time has come to address one of my biggest pet peeves, because it is relevant year-round, and despite providing lectures to… Read more »