Oct 16, 2020 - Final regulations released to Federal Register: Deductions allowed estates, non-grantor trusts

Sep 21, 2020 - Final regulations: Deductions allowed estates, non-grantor trusts

Nov 22, 2019 - Final regulations: Basic exclusion amount, estate and gift taxes (text of regulations)

May 7, 2020 - Proposed regulations: Deductions allowed estates, non-grantor trusts

Nov 20, 2018 - Proposed regulations: Basic exclusion amount, estate and gift taxes (text of regulations)

Jul 13, 2018 - Notice 2018-61: Future regulations to clarify effect of section 67(g) for estates and trusts

Apr 13, 2018 - Notice 2018-37: Future regulations to clarify effective date, trust income payment to former spouse

Apr 13, 2018 - Rev. Proc. 2018-22: Corrected AMT phaseout threshold amount for estates, trusts

For more information, contact a professional in KPMG’s Washington National Tax office:
 

Tracy Stone | +1 (202) 533-4186 | ttstone@kpmg.com

Scott Hamm | +1 (202) 533-3095 | scotthamm@kpmg.com

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