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Federal Tax Update (Including Recent Court Cases and Rulings) July 2023

FEDERAL TAX UPDATE (INCLUDING RECENT COURT CASES AND RULINGS) JULY 2023

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 31, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

July saw numerous cases and rulings, two of which were very significant. A Florida district court required a retiree to report income on funds stolen from her retirement plan when she had withdrawn the monies herself to give to the perpetrator. And the Third Circuit Court of Appeals said that you may have more than 90 days to file a Tax Court petition after receiving a “90-day letter.”

Learning Objectives:


  • List the latest regulations, rulings, and pronouncements from the IRS

  • Summarize the most recent decisions out of the Tax Court and federal district courts around the country

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Stein sperling

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.

About Our Presenter

Stein sperling
In 1978, Stein Sperling’s founding partners Paul Stein, Don Sperling and Millard Bennett created a law firm that set out to make a positive difference in the way that law is practiced. Our goal then—as it still is today—was to make meaningful connections with our clients, community and colleagues by dedicating ourselves to the highest levels of service, integrity and excellence. For us, legal counsel is a responsibility and a calling. It is not simply about getting things done, but about doing things right. This commitment, along with the principles and values upon which our firm was established, is the foundation for the confidence our clients, community and people have in Stein Sperling and our work.