Thanks for the Ride, Summer!
Lavelle Law Friends and Family • September 22, 2023
Thanks for the ride, Summer! As the sun sets on Summer 2023, check out where our Lavelle Can Koozie has been since our last Koozie video! Our family & friends have traveled to some awesome places around the world over the last 3 months! What’s your favorite? Do YOU want to join in our ongoing Koozie Challenge? Let us know and we’ll send you a Koozie. Where would you like to go? info@lavellelaw.com
More News & Resources
Lavelle Law News and Events
Attorney Nataly Kaiser shares stories from trust administration disputes, plus red flags of a fiduciary breach and how to protect yourself. Register today for "Tales from the Trenches on Trust Administration" - a Lavelle Law Breakfast Briefs Seminar
Federal Banking Regulators Clarify What Financial Institutions Can Tell Customers About Fraud Investigations and Account Closures
Taxpayers should watch for the following OBBB-related scams and take steps to protect their personal and financial information.
Thinking of selling your business ahead of retirement? Business owners should begin preparing when they enter the “red zone” before retirement - not wait until they’re ready to retire. Kerry Lavelle explains this and more in the Lavelle Law Minute video, "Options and Tips for Selling Your Business."
Court Denies Petition to Remove Executor - Major Probate Litigation Defense Victory - A Lavelle Law Success Story.
On August 20, 2026, the Internal Revenue Service announced a digitally authenticated Tax Compliance Report available through IRS Individual Online Accounts.
Taxpayers can securely obtain and download the report when applying for a job, a loan, a government benefit, or another service that requires tax compliance info.
FinCEN update: Condo, HOAs, and other common interest community associations no longer have to file BOI reports with FinCEN. Volunteer board members are no longer required to report their personal information to the federal government simply because they sit on an association’s board of directors.
Discover the latest tax law updates and planning opportunities that can help you reduce taxes, protect wealth, and prepare for the future.
On August 5, 2026, the Internal Revenue Service issued Notice 2026-28 providing guidance on the employer credit for paid family and medical leave (“PFML”) under the Working Families Tax Cuts (“WFTC”). The WFTC makes permanent and expands eligibility and coverage for employers offering PFML benefits to employees.
Many litigators are familiar with Federal Rule of Civil Procedure 68, but few fully appreciate its strategic value in the defense arsenal. Rule 68 can be a powerful tool for influencing settlement negotiations, and in some cases, limiting a plaintiff’s ability to recover post-offer attorneys’ fees.
