Tag: 731

Hafner Case – Refund

Cases, District Court, Income Tax, Tax Controversy

In a recent case out of the United States District Court in the Western District of Washington, the Court granted the Department of Justice’s (“DOJ”) Motion to Dismiss, dismissing the case on multiple fronts.[1] The plaintiff, Ferdinand Hafner (“Hafner”) sought to recover refunds on taxes paid by his late father, recoup amounts he claimed were…
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Estate Planning with Partnership Interests: Income Tax Considerations

Estate Administration, Estate Planning, Fiduciaries, Income Tax, Tax, Tax Related Cases

Small businesses predominate the United States.[1] Many of those businesses operate through entities taxed as partnerships.[2] Those entities may be general partnerships, limited partnerships, LLC’s, or other state law entity types.[3] Many partnerships are formed as part of family and estate planning. Some benefits of the use of partnerships in estate planning include, but are…
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