Publications
Article
How Much To Say and When: A Growing Contradiction for Trustees and Advisors in United States Nextgen Trust Planning
October 9, 2025 – ThoughtLeaders4 High Net Worth Litigation, Advisory & Divorce Magazine
by Laura A. Zwicker and Stefanie J. Lipson
Article
Avoid Generalizations In Working With NextGens
October 6, 2025 – Los Angeles Business Journal
by Laura A. Zwicker and Stefanie J. Lipson
Article
Competitive Advantages For Family Offices In Direct Acquisitions of Private Companies
July 18, 2025 – Trust & Estates Magazine
by Andrew M. Apfelberg and Stefanie J. Lipson
Article
S Corp Files—The Case To Find A Post-Death Inside Basis Step Up
April 30, 2025 – Bloomberg Tax
by Stefanie J. Lipson
Client Alert
Out with a Whimper: FinCEN Issues Interim Final Rule on Corporate Transparency Act, Narrows BOI Reporting Requirements
April 15, 2025
by Daniel Cousineau, Robin Finch, James Han, Sally C. James, Stefanie J. Lipson, Schuyler (Sky) M. Moore, Marc M. Stern, Joel Weinstein, and Laura A. Zwicker
Client Alert
Corporate Transparency Act Back in Effect: Updated BOI Compliance Deadlines
March 4, 2025
by Daniel Cousineau, Robin Finch, James Han, Sally C. James, Stefanie J. Lipson, Schuyler (Sky) M. Moore, Marc M. Stern, Joel Weinstein, and Laura A. Zwicker
Client Alert
Nationwide Injunction Halts Enforcement of the Corporate Transparency Act
December 6, 2024
by Daniel Cousineau, Robin Finch, James Han, Sally C. James, Stefanie J. Lipson, Schuyler (Sky) M. Moore, Joel Weinstein, and Laura A. Zwicker
Article
From The Boardroom To The Living Room
October 7, 2024 – Los Angeles Business Journal
by Stefanie J. Lipson, Robin Finch, and Kelly M. Raney
Client Alert
Corporate Transparency Act: Reporting Deadline Approaching
September 16, 2024
by Daniel Cousineau, Robin Finch, James Han, Sally C. James, Stefanie J. Lipson, Schuyler (Sky) M. Moore, Joel Weinstein, and Laura A. Zwicker
Article
Beyond the GST of It
July 16, 2024 – Trusts & Estates Magazine & WealthManagement.com
by Stefanie J. Lipson
Article
The Corporate Transparency Act - Summary of Entity Reporting Obligations
February 5, 2024
by Daniel Cousineau, Robin Finch, James Han, Sally C. James, Stefanie J. Lipson, Schuyler (Sky) M. Moore, Joel Weinstein, and Laura A. Zwicker
Client Alert
Corporate Transparency Act: Action Plan for Upcoming Reporting Requirements
December 27, 2023
by Daniel Cousineau, Robin Finch, James Han, Stefanie J. Lipson, Schuyler (Sky) M. Moore, Joel Weinstein, and Laura A. Zwicker
Article
The Unexpected Half-Life of A Terminating Grantor Trust or QSST
December 13, 2023 – Trusts & Estates
by Stefanie J. Lipson
Article
Top Tax and Legal Considerations for Wealthy Families Going Global
October 2, 2023 – Los Angeles Business Journal
by Laura A. Zwicker and Stefanie J. Lipson
Article
Navigating International Legal Considerations for Advisors Serving Multi-National Families
July 20, 2023 – WealthManagement.com
by Stefanie J. Lipson and Laura A. Zwicker
Client Alert
U.S. Senate Introduces Legislation for Higher Taxes on Wealth
March 26, 2021
by Stefanie J. Lipson, Laura A. Zwicker, and Marc M. Stern
Client Alert
Proposition 19 Set to Limit Ability to Transfer California Real Property Between Parents and Children Without Property Tax Reassessment
November 13, 2020
by Stefanie J. Lipson, Marc M. Stern, and Laura A. Zwicker
Client Alert
Does the Golden State Want Your Gold? California Legislature Resumes Discussions Of New Annual Wealth Tax
August 17, 2020
by Darryl W. Cluster, Stefanie J. Lipson, Marc M. Stern, and Laura A. Zwicker
Client Alert
IRS Issues Notice Providing for the Delay of Federal Tax Filings and Federal Tax Payments
April 10, 2020
by Laura A. Zwicker, Darryl W. Cluster, Stefanie J. Lipson, and Marc M. Stern
Client Alert
Important Tax Updates – COVID-19 Edition
April 10, 2020
by Laura A. Zwicker, Darryl W. Cluster, Stefanie J. Lipson, and Marc M. Stern
Client Alert
Bill Proposed In California Legislature Would Tax Transfer Of Wealth Over $3.5 Million
March 29, 2019 – Greenberg Glusker Client Alert
by Darryl W. Cluster, Stefanie J. Lipson, Marc M. Stern, and Laura A. Zwicker
Client Alert
Doubling Down: Gift, Estate and GST Tax Changes Under the Tax Cut and Jobs Act
December 20, 2017 – Greenberg Glusker Client Alert
by Darryl W. Cluster, Stefanie J. Lipson, Marc M. Stern, and Laura A. Zwicker
Article
Happy Birthday to the Estate Tax
October 31, 2016 – Accounting Today
by Stefanie J. Lipson
Client Alert
Transfers of Family-Controlled Business Entities to Family Members Could Get More Expensive
September 2, 2016 – Greenberg Glusker Client Alert
by Darryl W. Cluster, Stefanie J. Lipson, Marc M. Stern, and Laura A. Zwicker
Article
What Return Preparers Should Know About the Deceptively Simple IRS Form 8971
May 12, 2016 – Bloomberg BNA
by Stefanie J. Lipson
Article
New California Laws for 2016 - AB 139: Allowing revocable TOD deeds
January 20, 2016 – Los Angeles Daily Journal
by Stefanie J. Lipson
Article
Highway Bill Paves New Road to Estate Tax Compliance
October 15, 2015 – Bloomberg BNA
by Stefanie J. Lipson
Article
Surface Transportation Act Paves New Road to Estate Tax Reporting Compliance
September 16, 2015 – Bloomberg BNA
by Stefanie J. Lipson
Article
Trusts' Material Participation: Useful Guidance From ABA
May 20, 2015 – Law 360
by Stefanie J. Lipson
Article
So You Want to Join the Big Leagues?
March 2, 2015 – Sports Litigation Alert
by Stefanie J. Lipson
