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Significant 2019 Developments Affecting Business Planning



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Recording and Slides are Available Here


The Year in Business Planning:2019
2019 turned out to be a very active year for changes in the law that impact business planning. In this exclusive LISI webinar, Paul will alert you to the many developments, including new regulations, caselaw and rulings in his own incisive but acerbic manner, in the areas of:

  • Partnerships-four sets of new regs, MCM Investment Management v. Comr., Notice 2019-66, etc.

  • S corporations-three sets of new regs, cases on tax affecting S corporation earnings, etc.

  • ESOPs-cases where DOL is suing because the purchase price was too high, etc.

  • Valuation-Kress v. United States, Jones Est. v. Comr. and Cavallaro v. Comr.

  • Grantor trusts-Millstein, PLR 201927003, etc.

  • Life insurance-new transfer for value regs, etc.

  • IRC Sec. 199A-new regs, rulings and notices, etc.

  • Opportunity zones-New regs, etc.

  • corporate tax planning-Altera Corp. v. Comr., etc.

  • buy-sell agreements- Niewiek v. Berends Hendricks Stuit Insurance Agency and Lund v. Lund and a whole lot more!!! Don’t miss this important update!!!


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A native of Louisiana (and a double LSU Tiger), Paul Hood obtained his undergraduate and law degrees from Louisiana State University and an LL.M. in taxation from Georgetown University Law Center before settling down to practice tax and estate planning law in the New Orleans area. Paul has taught at the University of New Orleans, Northeastern University, The University of Toledo College of Law and Ohio Northern University Pettit College of Law. The proud father of two Eagle Scouts and LSU Tigers, Paul has authored or co-authored seven books and hundreds of professional articles on estate and tax planning and business valuation. He was with The University of Toledo Foundation for over four years as Director of Planned Giving, leaving in January 2018. He can be contacted at paul@paulhoodservices.com


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