Charitable Deduction Disallowed Because of Taxpayer’s Failure to Satisfy Substantiation Requirements
In Albrecht v. Commissioner, the Tax Court held in favor of the Internal Revenue Service over a dispute of the IRS’s denial of a taxpayer’s charitable deduction. The IRS …
Schik and Levine
U.S. v. Schik In U.S. v. Schik, the United States District Court for the Southern District of New York denied the government’s request for summary judgment that a taxpayer’s failure to …
Frank Baldino, Stan Reed, and Debby Reiser inducted into the Washingtonian Top Lawyers Hall of Fame
Three Lerch Early principals have been inducted into the Washingtonian Top Lawyers Hall of Fame. Estates/Trusts attorney Frank Baldino, litigator Stan Reed, and divorce attorney Deborah Reiser were recognized in …
Beware the ‘Confidential Relationship’: How to Handle Gifts from Your Elderly Parents
You’ve taken care of your elderly mother for years – taking her to doctor’s appointments, grocery shopping, even helping her around the house – just making sure she has a …
Lerch Early Attorneys Named to 2023 Best Lawyers in America
Multiple lawyers from several Lerch, Early & Brewer practices recently were selected by their peers for inclusion in The Best Lawyers in America® 2023. Four Lerch Early attorneys have been named to the Ones …
Lerch Early Participates in Montgomery County Bar Association DEI Certification Program
COO Dave Anderson, Real Estate Principal and Diversity Committee Co-chair Sharon Craig, and Managing Partner Steve Robins recently participated in the Directed Dialogues Series DEI Certification Program hosted by the …
Plateau Holdings LLC, et al. v. Commissioner
In Plateau Holdings LLC v. Commissioner, the U.S. Tax Court found in favor of taxpayer and did not uphold an accuracy-related negligence penalty because it found the taxpayer had reasonable …
Estate of Kwang Lee v. Commissioner of Internal Revenue
Lee v. Commissioner is a collections due process case wherein the United States Tax Court granted summary judgment for the Commissioner in upholding the IRS’s filing of a notice of …
Lerch Early Attorneys Named to 2022 Maryland Super Lawyers List
Multiple Lerch Early attorneys have been selected for inclusion in the 2022 Maryland Super Lawyers and “Rising Stars” lists. Super Lawyers is a listing of outstanding lawyers from more than …
Viola Chancellor v. Commissioner
In Chancellor v. Commissioner, the United States Tax Court sustained the Commissioner of Internal Revenue’s decision to disallow deductions claimed by the taxpayer for business expenses, charitable contributions and State …
William A. Goldberg
Overview Bill Goldberg is a litigator who represents companies and individuals facing a variety of complex commercial disputes. He also represents personal representatives, trustees, beneficiaries, and charitable organizations in fiduciary/ …
Eric M. Core
Overview Eric Core is widely respected for his extensive knowledge of estate and tax law. Eric has been helping people with estate plans and trust and estate administration for more than …
