Trusts and Estates

Ca. Trs. & Estates Quarterly 2023, VOLUME 29, ISSUE 4

TAX ALERT

Written by Gretchen T. Shaffer, Esq.* and Kate Halligan, Esq.**

This article summarizes selected developments in federal and state taxation law following the last Tax Alert that appeared in the Quarterly. "Code" refers to the Internal Revenue Code of 1986, as amended. "Service" or "IRS" refers to the Internal Revenue Service.

I. FEDERAL ADMINISTRATIVE & LEGISLATIVE ACTIVITIES

A. Requests for Miscellaneous Determinations by Exempt Organizations (Form 8940) Must Be Submitted Electronically

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