Lessons Learned from Hoensheid v. Commissioner:  “Virtually Certain” Sales, the Anticipatory Assignment of Income, and the Qualified Appraisal Requirements

John McFarland, with Miller Johnson’s Private Client Group, and Jon Beer, with Chicago based firm Levun, Goodman & Cohen, discuss the ins and outs of the recent Tax Court Case, Estate of Hoensheid v. Comm’r, T.C. Memo. 2023-34, decided March 15, 2023.

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Join the Miller Johnson Private Client Attorney John McFarland for West Michigan Philanthropy. In a half hour, John and special guests will discuss various philanthropy topics.

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