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Our review of new cases and rulings begins with a pair of unfavorable decisions on the exclusion of disability income. We will focus on what is needed to create an exclusion in the event of disability. May was not a good month for litigating taxpayers, who lost all but two of the cases that we will discuss. The “good news,” at least from a certain perspective, is that the IRS audit rate of individual tax returns declined to 0.25 percent, down from 0.9 percent a decade ago.
Learning Objectives:
- List the latest regulations, rulings, and pronouncements from the IRS
- Identify and summarize the most recent decisions out of the Tax Court and federal district courts around the country
David De Jong, CPA
Stein Sperling Bennett De Jong Driscoll PC
Principal
[email protected]
(301) 340-2020
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.
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