Tax regulations

The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

Prosecutors said Robert Shapiro used investor money for his $6.7 million home and $3.1 million for chartering planes and for personal travel.

Changes to the law meant some taxpayers needed to adjust their withholding. Many were confused about how to do so.

The impact of the 35-day partial government shutdown could delay the process this year.

Clients intending to set up a bank account or mutual fund for their child must consider various provisions.

Some of the changes to rental property rules may be confusing for clients.

Each has its own requirements pertaining to tax withholding, clawback rules and filing deadlines.

Clients are willing to pay more for tax advice, but they’re still not getting it.

Some unresolved issues haven’t received as much attention as those related to federal securities laws.