Sun Tzu and the price of gold

Q: Would Sun Tzu have a definite opinion on whom the winner of the White House prize will be this year: Clinton or Trump? A: You ask a very good question. The answer is clear and unequivocal from just a casual reading of text quoted in the book. If you control the time and place … Read more

Double Down! – Inter-Generational Split Dollar Throws Sand in the Face of the IRS Again

Recently I wrote an article on JD Supra called Split to Be Tied (May 4, 2016) regarding the Tax Court decision in Estate of Morrissette, (Estate of Clara M. Morrissette v. Commissioner, 146 T.C. No. 11 (April 13, 2016)). Once again, the IRS has lost a significant inter-generational split dollar case – Estate of Marion Levine, Deceased v. … Read more