Welcome to my newsletter! I provide intermediate and advanced education on tax and estate planning issues for attorneys, CPAs, wealth advisors, trust officers, and other wealth transfer professionals. Free and paid subscription options are available.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 363 | Founded | 5 years ago | Last Issue | 6 days ago |
| Active | |||||
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griffinbridgers.substack.comLatest Issues
The Appeal of Fields: Revisiting IRC Section 2036(a) and Family Limited Partnerships
Exploring the 5th Circuit’s decision in Estate of Fields v. Commissioner
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Mid-2026 Check-In: "State" of State of Estates
Usually twice a year I like to check in with you, as the reader, to (1) express appreciation for reading this newsletter and (2) to keep you updated on what is coming up. So, as always, thank you. Readership continues to grow, and with that...
Grantor Trusts and Gift-Splitting
Where We Left Off
The grantor trust series is close to having run its course, but what subsequent articles in this series will do is walk back through the grantor trust principles in an examples-and-explanations type of format. That fo...
Reporting Rules for Depreciation Deductions by Trusts: Part 2
From Tim Harden, CPA, J.D., LL.M. (Taxation)
ABOUT THE AUTHOR: Tim Harden is a CPA with Brady Martz, who works with estates, trusts, and individuals to provide tax saving strategies and compliance services. He has an extensive background i...
Application of IRC Sections 704(c) and 721(b) Between Spouses
Table of Contents
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Background
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Code Sections 704(c) and 721(b), in General
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Code Section 1041
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Conclusion, and a Solution?
Background
While we have not yet explored partnership taxation in great detail in thi...
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Authors
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I am a "recovering" attorney. My focus is now providing high-quality estate planning and tax education to financial advisors, attorneys, trustees, CPAs, and their individual clients.
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