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Special Report

Same-Sex Marriage Decisions by the Supreme Court Open Doors for Tax Planning and Benefits

Two U.S. Supreme Court Rulings with Tax Implications

Over the past two years, the U.S. Supreme Court has ruled on two important cases involving same-sex marriage — Windsor and Obergefell. These decisions provide clarity for same-sex couples caught between different state and federal tax rules. The IRS and DOL provided additional guidance on how same-sex marriage will be handled for income tax and employee benefits purposes. This special report summarizes the legal and regulatory 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.

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WEBINAR | 2 CPE | $89 or
FREE for Premier Plus Subscribers*
» August 28, 12:00 PM—2:00 PM CST
» September 25, 12:00 PM—2:00 PM CST
» October 30, 12:00 PM—2:00 PM CST
» December 11, 12:00 PM—2:00 PM CST