Estate Tax Legislative Update

On January 20, 2010, the U.S. Senate took an unusual procedural step in placing HR 4154, the “Permanent Estate Tax Relief for Families, Farmers, and Small Businesses Bill of 2009” directly on the Senate calendar.  In taking this action, the Senate is in the position to completely bypass the Senate Finance Committee, which is the […]

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Recent Legislation: Oregon Uniform Adult Guardianships

From time to time, we will publish blurbs on recent local court opinions and state legislation: Senate Bill 238 Oregon Senate Bill 238 enacts the Uniform Adult Guardianship and Protective Proceedings Jurisdiction Act. It is broken into five different articles that provide a uniform procedure for people to follow when a guardianship or conservatorship case may […]

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Nurse Successfully Deducts Her MBA Tuition and Beats the IRS!

Lori Singleton-Clarke, a nurse from Maryland, accomplished two rare feats last month. She represented herself before the U.S. Tax Court and won. On January 11, 2010, a Wall Street Journal article featured Ms. Singleton-Clarke who successfully defended her $15,000 deduction for her M.B.A. school tuition. After 24 years as a distinguished career as a nurse, Ms. Singleton-Clarke […]

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