Edward A. Renn

External publications

• 'IRS Overstates Abuse in Charity-Geared Trusts, Tax Advisers Say,' Bloomberg Tax - March 26, 2024, quoted

• 'Lawmakers question Biden budget proposals as tax experts plan ahead,' Accounting Today - March 21, 2024, quoted

• 'How rich parents pass on their businesses without giving up control — and save big on taxes,' Business Insider - February 14, 2024, quoted

• 'What is capital gains tax?' CNN Underscored - January 25, 2024, quoted

• 'Rich parents want to give to charity and leave more money to their kids. Here's how billionaire families do it.,' Business Insider - January 23, 2024, quoted

• 'Long-Term Capital Gains Tax,' CNN Underscored - January 4, 2024, quoted

• 'Congress Has Little Time to Make Tax Changes This Year,' Accounting Today - November 27, 2023, quoted

• 'Advisors Are Key to Clients Benefiting From New IRS Rules, Attorney Says,' Financial Advisor - November 20, 2023, quoted

• 'After the Budget Deal, What's Next for the IRS?,' Accounting Today - June 28, 2023, quoted

• 'Tax Season So Far: More Service, Lower Refunds,' Accounting Today - February 2, 2023, quoted

• 'The Biggest Changes for 401(k) Retirement Savers,' Bloomberg News - January 10, 2023, quoted

• 'The IRS is Preparing for Tax Season. Expect Some Changes.' Barron's - December 29, 2022, quoted

• 'Ok, But Seriously.  Is SECURE 2.0 Going to Pass?' Plan Sponsor - December 12, 2022, quoted

• 'Here's How to Maximize Your Wealth Over the Next Decade' Barron's - November 24, 2022, quoted

• 'What is Adjusted Gross Income? How to Calculate It in 2022,' U.S. News and World Report - November 10, 2022, quoted

• 'What the New IRS Rules Mean for Inherited IRAs,' Forbes Advisor - October 18, 2022, quoted

• 'More Audits Are on the Way for Taxpayers. How to Respond if You're Targeted,' Barron's - August 17, 2022, quoted

• '3 Things State Tax Pros Should Know About the Inflation Act,' Law360 - August 12, 2022, quoted

• 'Build Back Better Born Again (Sort Of),' Accounting Today - August 2, 2022, quoted

• 'Hedge Fund and Private Equity Billionaires Say They Support Closing the Carried-interest Tax Loophole. But Behind Closed Doors, Fund Managers Worry What The Manchin-Schumer Deal Means for Their Liquidity,' Insider - July 29, 2022, quoted

• 'Biden's Tax Hike Proposals Take Aim at Wealthiest Americans. Here's What We Know,' Barron's - March 30, 2022, quoted

• 'What to know about filing a 2021 income tax return if you own a business,' CNBC - February 19, 2022, quoted

• 'IRS Having Difficulty Processing Power of Attorney Forms,' Accounting Today - January 20, 2022, quoted

• 'Opportunity Zones Face Bleak End of Year Deadline,' GlobalSt - December 17, 2021, quoted

• 'Proposed Tax Changes Focus on the Wealthy,' The New York Times - September 17, 2021, quoted

• Transformative Tax Proposals in Treasury's Green Book,' Accounting Today - June 22, 2021, quoted

• 'Biden's Capital Gains Tax Increase Proposals Make Tax Planning Tougher,' Accounting Today - June 10, 2021, quoted

• 'Big Tax Bills to Hit Even Modest Inheritances if Step-up in Basis Narrows,' Financial Planning - June 1, 2021, quoted

• 'Stepped-Up Basis Repeal Gets Tamer Treatment,' Tax Notes - June 1, 2021, quoted

• 'American Families Plan to directly impact America's wealthiest individuals,' Withers Insight - May 3, 2021, author

• 'Biden Calls for Raising Taxes on Capital Gains and Wealthy,' Accounting Today - April 29, 2021, quoted

• 'Biden's Next Plan Targets Like-Kind Exchanges, Stepped-Up Basis,' Tax Notes - April 29, 2021, quoted

• 'Advisors to the Wealthy Are Fielding a Frenzy of Calls From Clients Worried About Estate Planning and Taxes. Here's How They're Navigating the Chaos,' Insider - April 29, 2021, quoted

• 'New York is raising taxes for millionaires. Will other states follow?' CNBC - April 8, 2021, quoted

• 'New Limits on Exec Comp Tax Deductions Just the Beginning,' Agenda - March 29, 2021, quoted

• 'IRS Expands Unemployment Tax Exclusion to More Taxpayers,' Accounting Today - March 24, 2021, quoted

• 'Relief Bill's 'Straightforward' Exec Comp Tweak Has Issues,' Tax Notes - March 23, 2021, quoted

• 'Accountants Often Advise Clients To File Taxes As Soon As They Can. Why That's Recently Changed,' CNBC.com - March 16, 2021, quoted

• '3 Questions State Tax Pros Have About the Pandemic Relief Law,' Law360 - March 16, 2021, quoted

• 'Covid relief bill changes tax rules midseason. What to know about filing an amended return+Ad+Hoc+Reports%2fBD+Spend%2fHome+Page,' CNBC.com - March 10, 2021, quoted

• 'Rich Americans Bracing for Higher Taxes Await Biden's First Move,' Bloomberg News - January 8, 2021, quoted

• 'SALT Cap Compromise on the Table in Next Congress,' Law360 Tax Authority - November 25, 2020, quoted

• 'Making Financial Decisions When You Don't Have All the Facts,' The New York Times - November 20, 2020, quoted

• 'Retroactive Tax Hikes Seen as Unlikely Under Biden Administration,' Tax Notes - November 11, 2020, quoted

• 'Rich Americans Are Protecting Their Fortunes From a Possible Biden Win,' Bloomberg - October 9, 2020, quoted

• 'Game plan now for potential higher taxes,' Accounting Today - August 20, 2020, quoted

• 'No Written Plan Relief May Stymie Opportunity Zone Projects,' Law360 - June 10, 2020, quoted

• 'Make the Most of the July 15 Tax Deadline,' Accounting Today - May 7, 2020, quoted

• 'Lawmakers Urge IRS to Rethink Tax-Credit Rule Affecting Furloughed Workers,' The Wall Street Journal - May 4, 2020, quoted

• 'Inside The Federal Response To The Coronavirus Pandemic,' Accounting Today - April 29, 2020, quoted

• 'CARES Act waives RMDs and provides greater access to employee benefits in the wake of coronavirus,' Withers Insight - April 1, 2020, co-author

• 'The Relief Bill Will Send 90% of Americans Some Free Money. The Timeline Is Unclear,' Barron's - March 27 2020, quoted

• 'Planning opportunities during market volatility: Finding the silver lining,' __ Withers Insight - March 18, 2020

• 'Conduit Trust Plans Likely Need Post-SECURE Act Tuneup,' Law360 - March 13, 2020, co-author

• 'SNAP: The stretch just broke - Time to revisit IRA and Qualified Plan Beneficiary Designations,' Withers Insight - January 28, 2020, co-author

• 'Hoping For a Smoother Tax Season,' Accounting Today- January 2, 2020, quoted

• 'Time Is Almost Up For Maximizing This Hot New Tax Play,' CNBC - December 31, 2019, quoted

• 'Qualifying QOZs,' __ Accounting Today - May 28, 2019, quoted

• 'Brokers predict Opportunity Fund investment rush to the Bronx,' Real Estate Weekly - February 27, 2019, quoted

• 'Opportunity Zones Program Takes a Step Forward,' Commercial Property Executive - February 18, 2019, quoted

• 'Update on Connecticut estate and gift tax exemptions for 2019,' Withers article - February 15, 2019, co-author

• 'Window of opportunity with opportunity zones: Top 10 takeaways,' Bloomberg BNA - November 15. 2018, co-author

• 'How to maximize the increased transfer tax exemptions,' Withers article - February 21, 2018, co-author

• 'How the new federal and Connecticut estate and gift tax exemption could affect your estate plan,' Withers article - January 2018, co-author

• 'How the new federal and New York estate tax exemption could affect your estate plan,' Withers article - January 2018, co-author

• <a href=https://www.forbes.com/sites/russalanprince/2017/11/13/the-house-tax-proposal-some-key-implications-for-family-office/#323b8a3278bf"Forbes" target="blank">‘The House tax proposal: Some key implications for family office'_ - November 13, 2017, quoted

• 'The booming business for tax specialists serving the super-rich and family offices,' Forbes - October 26, 2017, quoted

• 'How to transfer appreciating assets to heirs,' Forbes - October 23, 2017, quoted

• 'Three big mistakes many foreign nationals make coming to the United States,' Forbes - October 16, 2017, quoted

• 'How foreign Chinese entrepreneurs coming to the US can avoid taxes on selling their companies,' Forbes - September 21, 2017, quoted

• 'Gain From the Value of a Good Valuation', Probate & Property Magazine - September/October 2014

• 'Seven Old Ideas, a New Idea and a Crummey Idea: A Review of the 2015 Greenbook's Estate and Gift Tax Provisions', Wealthmanagement.com - March 2014

• 'Giving That Gives Back', Private Wealth Magazine - May/June 2013

• 'Keeping What You Make', Private Wealth Magazine - March/April 2013

• 'The estate planning philosophy of the self-made ultra-affluent', Forbes - July 2011

• 'Window of Opportunity to Save on Taxes by Implementing Business Succession A Two-Year Window', Private Wealth Magazine - March/April 2011

• 'Planning For The Modern Family-A Flexible Multi-Generational Approach to Preserving Wealth While Providing For The Family', Private Wealth Magazine - May/June 2009

• 'FLP Care and Maintenance - Family Offices Are Well Suited For Administering Family Limited Partnerships', Private Wealth Magazine - December 2008/January 2009

• 'The Resurrection - How Holman Revived Section 2703 Arguments - long thought dead and buried - to defeat a family limited partnership', Trusts and Estates Magazine - October 2008

• 'Sharing the Wealth', Private Wealth Magazine - June/July 2008

• 'Protecting the Family Fortune', published 2008 by Campden Media

• 'Fortune's Fortress A Primer on Wealth Preservation for Hedge Fund Professionals', MARHedge Publication - 2007

• 'Passing the Baton-Succession Planning Among Ultra-High-Net-Worth Family Businesses', Families in Business - October 2007

• 'Beneficiary Withdrawal Powers in Grantor Trusts-A Crumm(e)y Idea?', Estate Planning - October 2007

• 'Section 2703-Keeping Buy/Sell Agreements Intact for Estate Planning and Succession Planning of Family Owned Businesses', Insights Magazine - Autumn 2007

• 'Eye of the Beholder', Private Wealth - August-September 2007

• 'Freeze Frame', Private Wealth - June-July 2007

• 'Intelligent Estate Planning for the Contractor The Business', Construction Accounting and Taxation - March/April 2007

• 'Defective Thinking', Financial Advisor Magazine - November 2006

• 'Intelligent Estate Planning for the Contractor The Client Picture', Construction Accounting and Taxation - October 2006

• 'Sabotaged Don't Let a Buy-Sell Agreement Blow Up an Estate Plan', Trusts & Estates Magazine - April 2006

• 'Estate Planning for the Contractor', Construction, Accounting and Taxation - April 2006

• 'Taking the Reins: Insights into the World of Ultra-Wealthy Inheritors', Private Wealth - 2014

• 'Advanced Estate Planning', Wealth Preservation for Physicians - January 2006