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storm warning

2/15/2021

 
Back in November we wrote up the Tax Court decision in Dickinson for the Jack Straw, focusing on the argument IRS was actually making, which was not made all that clear in the text of the opinion. Still mystified why IRS did not take an appeal.

Phil Purcell over at PG Today asked me to turn this into an article for that publication. Linked below are the text as submitted and as it appeared in print.

Also linked is the slide deck I used on a joint presentation with Kate Crary at Gadsden Schneider & Woodward for the charitable planning and orgs group of the RPTE section of the ABA.

That deck has since been expanded to include a discussion of the pending litigation in Fairbairn v. Fidelity Charitable. We will be using a version of that deck in a webinar I am co-presenting tomorrow and again on Thursday with Bryan Clontz at Charitable Solutions, LLC.
dickinson.pdf
File Size: 104 kb
File Type: pdf
Download File

storm_warning_pg_today_february_2021.pdf
File Size: 572 kb
File Type: pdf
Download File

dickinson_slide_deck_handout.pdf
File Size: 70 kb
File Type: pdf
Download File


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    the very occasional blogger

    The text here used to say,

    "In my 'day job,'  I do not often have an opportunity to articulate some of my more contrarian views."

    With the launch of the Jack Straw Fortnightly back in January 2018 that is no longer the case. This blog remains "very occasional," however, and functions primarily as a place to post news releases.

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The paralegal consulting services described on this site are offered only to lawyers.
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