Sr. Partner Brandon A. Keim has been selected by the Phoenix Business Journal as one of the Valley’s 2024 Class of “40 Under 40” up and coming business leaders. Each year, a new class of 40 talented honorees is...
On June 3, 2024, we posted an article updating the status of regulations that have been proposed by the IRS since 2022. To read the article, please click here. As a reminder, the prior article describes the elimination of...
As featured in Estate Planning, a Thomson Reuters Publication, Vol. 51, No. 4, May 2024 OPTIMZED GIFT TRUSTS & FUNDING DESIGNS: CONSIDERATIONS AND SUGGESTIONS FOR CREATNG A GIFT TRUST WITH MAXIMUM FLEXIBILITY, ACCESS,...
In a complete victory for renewable energy providers, the Arizona Court of Appeals published a unanimous opinion that the Arizona Department of Revenue (“Department”) improperly excluded the value of investment tax...