The IRS Has Issued Final Regulations Requiring Certain Beneficiaries To Withdraw Required Minimum Distributions In Years 1 Through 9 Following The Death of An IRA Account Holder
July 29, 2024 | News On June 3, 2024, we posted an article updating the status of regulations that have been proposed by the IRS since 2022. To read the article, please click here. As a reminder, the prior article describes the elimination of...
Senior Partner Jonathon Morrison Makes the Cover of the Estate Planning Journal for the Second Time
July 18, 2024 | News As featured in Estate Planning, a Thomson Reuters Publication, Vol. 51, No. 4, May 2024 OPTIMZED GIFT TRUSTS & FUNDING DESIGNS: CONSIDERATIONS AND SUGGESTIONS FOR CREATING A GIFT TRUST WITH MAXIMUM FLEXIBILITY, ACCESS,...
Arizona Court of Appeals Strikes Down Arizona Department of Revenue’s Interpretation of the Renewable Energy Valuation Statute
June 26, 2024 | News In a complete victory for renewable energy providers, the Arizona Court of Appeals published a unanimous opinion that the Arizona Department of Revenue (“Department”) improperly excluded the value of investment tax...
Chief Justice appoints Jimmy Cool to a four-year term on the Board of Certified Reporters
June 19, 2024 | News Pursuant to ARS § 32-4004, the Arizona Code of Judicial Administration § 7-201; General Requirements, and § 7-206, Certified Reporter, the Chief Justice is responsible for appointing members to the Board of Certified...