The session will review the major federal tax developments of July 2022. At the top of the list is an IRS extension of the time frame for most portability elections after the death of the first spouse. Among other developments, the presenter will also cover a pair of cases dealing with an extended statute of limitations on refund claims in the event the taxpayer is disabled.
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.