Thomson Reuters Special Report on Tax Planning and Benefits for Same-Sex Marriages Clarifies Implications of Recent Landmark Court Decisions

September 9, 2015
Dana Greenstein

NEW YORK, September 9, 2015 – A new special report from Thomson Reuters, Same-Sex Marriage Decisions by the Supreme Court Open Doors for Tax Planning and Benefits, clarifies many of the outstanding legal and tax questions faced by same-sex couples and the tax and estate planning professionals who advise them.

After the Windsor ruling, the IRS and the Department of Labor provided guidance for how same-sex marriage would be handled for income tax and employee benefits purposes. This special report summarizes that guidance and suggests ways that same-sex couples can benefit from these changes in the areas of federal and state income taxes; qualified retirement plans; social security and estate, trust, and gift taxes. It also suggests estate and financial planning opportunities available to same-sex couples in light of the recent Obergefell decision.

“The Windsor and Obergefell rulings have changed the legal and tax landscape for millions of Americans, dramatically simplifying their financial lives,” said Brooke Paschall, executive editor – tax with the Tax & Accounting business of Thomson Reuters. “In that same spirit, this report provides guidance to help clarify the tax implications of these landmark decisions for practitioners and ensure they provide the most timely advice to their clients.”

The special report is available for download at no cost at

Thomson Reuters Checkpoint provides additional resources on same-sex tax issues, including:

The leading global brand of knowledge solutions for tax and accounting professionals, Thomson Reuters Checkpoint is a robust, comprehensive, and interactive offering that provides integrated research, editorial insight, productivity tools, online learning and news updates along with intelligent links to related content and software. With our respected content, Checkpoint is relied on by thousands of tax and accounting professionals, including 97 of the Top 100 U.S. law firms, 99 of the Fortune 100 companies, and 100 of the top 100 U.S. CPA firms.

Thomson Reuters

Thomson Reuters is the world’s leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets, powered by the world’s most trusted news organization. For more information, go to


Dana Greenstein
Public Relations Manager
Tax & Accounting
Thomson Reuters
+1 201 536 4397

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