Beth Shapiro Kaufman

Beth Shapiro Kaufman: Attorney with Caplin & Drysdale, Chartered AV stamp icon
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  • One Thomas Circle NW, Suite 1100, Washington, DC 20005
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Attorney Awards

Biography

Beth Shapiro Kaufman is a Member in Caplin & Drysdale's Washington, D.C., office. She was President of the Firm from 2015 to 2018 and continues as an active member of the firm’s Board of Directors.

Ms. Kaufman rejoined the firm's Private Client Group in 2001 after working for over six years in the Treasury Department's Office of Tax Policy. Serving first as Attorney Advisor and then as Associate Tax Legislative Counsel, Ms. Kaufman had principal responsibility for all tax policy matters affecting trusts and estates, including estate, gift, and generation-skipping transfer taxes, as well as income taxation of trusts and estates. She has continued her focus in these areas in private practice.

Services

At Caplin & Drysdale, Ms. Kaufman assists wealthy individuals with their estate planning. She also advises lawyers and other professionals on complex issues regarding estate, gift, and generation-skipping transfer taxes. She is frequently retained by counsel to assist in estate and gift tax audits, to advocate a taxpayer's position before the Internal Revenue Service, or to seek a private letter ruling.

Government Experience

Attorney, Office of Tax Legislative Counsel, U.S. Department of Treasury, 1995-2001

Law Clerk, Chief Judge Spottswood W. Robinson, III, U.S. Court of Appeals, District of Columbia Circuit, 1984-1985

Highlights

While with the government, Ms. Kaufman was the primary Treasury representative involved in the legislative and regulatory developments affecting the taxation of trusts and estates. Legislative projects included the Taxpayer Relief Act of 1997 and the Economic Growth and Tax Relief Reconciliation Act of 2001. Regulatory projects included regulations on qualified domestic trusts, generation-skipping transfer tax, charitable remainder trusts, charitable lead trusts, adequate disclosure for gift tax purposes, separate share, definition of foreign and domestic trusts, and valuation tables.

Ms. Kaufman is a member of the Adjunct Faculty for the University of Miami School of Law, Heckerling Graduate Program in Estate Planning. During a concentrated week-long module each winter, Ms. Kaufman teaches law students the ins and outs of the “Generation-Skipping Transfer Tax”.

Awards & Rankings

Chambers High Net Worth Guide, Private Wealth Law, D.C. and USA: Eastern Region, 2016-Present
Chambers USA, 2010-2016
Best Lawyers in America, Women in the Law, 2016; D.C. Trusts and Estates Lawyer of the Year, 2016 and 2018; Listed 2003-Present
Expert Guides' World's Leading Women in Business Law, Leading Practitioner, 2014; Listed, 2013-Present
Northern Virginia Magazine, Top Lawyer, 2016
Super Lawyers, Washington, D.C., 2008-Present
The Legal 500, Recommended, 2014, 2015
Fortune Magazine, Women Leaders in the Law, 2014
The Washingtonian, Top Money Advisers, 2014; Top Wealth Advisers, 2016; Top Lawyers, 2007-Present
The Washington Post, Among the Top Attorneys in D.C., 2014
Martindale-Hubbell AV Preeminent

Recent Publications

• UPDATED: Year-End Charitable Giving Ideas: IRA Rollovers and Bunching Charitable Deductions, with Anne J. O'Brien, William D. Fournier, Megan E. Wernke, and Alison F. Egan, Caplin & Drysdale Client Alert, November 28, 2018
• 2018 Ushers In New Estate Planning Opportunities and Pitfalls, with Anne J. O'Brien, Megan E. Wernke, and Alison F. Egan, Caplin & Drysdale Client Alert, January 18, 2018
• Tax Reform May Make Payment of Nonbusiness Tax Advice Fees Non-Deductible, with James E. Salles and Amanda M. Leon, Caplin & Drysdale Client Alert, December 12, 2017
• Beth Shapiro Kaufman Comments on Extension of Time to Make Portability Election: Additional Remedies, Courtesy: Leimberg Information Services, Inc. (LISI) at LeimbergServices.com, April 18, 2017
• Possible Repeal of the Estate Tax in 2017, with Anne J. O'Brien, Megan E. Wernke, and William D. Fournier, Caplin & Drysdale Client Alert, December 5, 2016
• Tax Plans Compared (December 2016) Individual Income Tax, with Jonathan S. Brenner and Anne J. O'Brien, Caplin & Drysdale Client Alert, December 5, 2016
• On the Centennial Anniversary of the Estate Tax, Estate Planning Magazine, September 23, 2016
• Wealth Inequality, Tax Policy, and the 2016 Elections, Estate Planning, June 1, 2016
• 2016 Federal Tax Benefits for Hiring Qualified Veterans, National Guard Members and Reservists (Book), with Elizabeth J. Stevens, Caplin & Drysdale, Chartered, March 1, 2016
• 2016 Tax Planning Ideas for People 50+, Next Avenue, February 26, 2016
• Allocating Generation-Skipping Transfer Tax Exemption, with Megan E. Wernke, California Trusts and Estates Quarterly, December 30, 2015
• 2016 Federal and State Estate Gift Tax Exemptions for D.C., Maryland, and Virginia, with Anne J. O'Brien, Megan E. Wernke, and William D. Fournier, Caplin & Drysdale Client Alert, December 28, 2015
• Charitable IRA Rollovers Made Permanent In Recent Extenders Bill, with William D. Fournier, Caplin & Drysdale Client Alert, December 21, 2015
• Steps Foreign Persons Can Take to Avoid Unnecessary U.S. Estate Tax, with Kirsten Burmester and Dianne C. Mehany, Caplin & Drysdale Client Alert, November 9, 2015
• Maryland Taxpayers Win Income Tax Case in Supreme Court, with William D. Fournier, Caplin & Drysdale Client Alert, May 20, 2015
• Inherited IRAs in the Crosshairs, Estate Planning Magazine, December 30, 2014
• Visions of Tax Reform Without Estate Tax Changes, Estate Planning Magazine, June 2, 2014
• Maryland Estate Tax Exemption Set to Rise, with Megan E. Wernke, Anne J. O'Brien, and William D. Fournier, Caplin & Drysdale Client Alert, May 16, 2014
• 2014 Estate Planning: Should I Take Advantage of Portability?, with Anne J. O'Brien, Caplin & Drysdale Client Alert, December 23, 2013
• A Rant About the Implications of an IRS Scandal, Estate Planning Magazine, December 2, 2013
• Allocation of Indexed GST Exemption, Courtesy: Leimberg Information Services, Inc. (LISI) at LeimbergServices.com, September 11, 2013
• D.C. Repeals Tax on Municipal Bond Interest Income for Individuals, Caplin & Drysdale Client Alert, August 15, 2013
• DOMA's Demise Opens Door for Tax Refunds for Some Same-Sex Couples, Caplin & Drysdale Client Alert, June 26, 2013
• 2013 Federal Tax Benefits for Hiring Qualified Veterans, National Guard Members and Reservists (Book), with James E. Salles, Caplin & Drysdale, Chartered, June 3, 2013
• Transfer Tax Certainty is Finally Here! What Now?, Estate Planning Magazine, June 1, 2013
• District of Columbia Alters Treatment of Municipal Bond Interest, with Michael G. Pfeifer, Caplin & Drysdale Client Alert, March 26, 2013
• Demystifying the IRS Guidance Process, Estate Planning Magazine, February 1, 2013
• The Impact of the Fiscal Cliff Legislation: A Brief Window for Charitable IRA Rollovers, Caplin & Drysdale Client Alert, January 11, 2013
• Fiscal Cliff Averted: Tax Consequences for High-Net-Worth Individuals, with Kirsten Burmester, James E. Salles, and Michael G. Pfeifer, Caplin & Drysdale Client Alert, January 7, 2013
• Federal Tax Rules Should Not Be Used to Limit Trust Duration, Tax Notes, August 13, 2012
• Primary Concerns: Canvassing Transfer Tax Proposals, Estate Planning Magazine, June 1, 2012
• Federal Judge Grants IRS John Doe Summons Seeking California Gift Tax Records, with Scott D. Michel, Caplin & Drysdale Client Alert, December 22, 2011
• Guidance From the IRS: The Logjam Finally Breaks, Estate Planning Magazine, December 1, 2011
• The Federal Estate and Gift Tax: A Case Study in Uncertainty, National Tax Journal, December 1, 2011
• Unreported Gifts of Real Property: Time for a Voluntary Disclosure?, with Scott D. Michel, Tax Notes, August 1, 2011
• The Gift Tax and Contributions to Section 501(c)(4) Organizations, with Trevor Potter, Douglas N. Varley, and Matthew T. Sanderson, Caplin & Drysdale Client Alert, July 11, 2011
• The Gift Tax and Contributions to Section 501(c)(4) Organizations: Less than Meets the Eye?, with Trevor Potter, Douglas N. Varley, and Matthew T. Sanderson, Caplin & Drysdale Client Alert, June 14, 2011
• Finally Legislation! Congress Kicks the Can Down the Road, Estate Planning Magazine, May 31, 2011
• President Obama Signs Bill on Tax Cut Extensions, with Michael G. Pfeifer, Caplin & Drysdale Client Alert, December 17, 2010
• Happy New Year: Out with the Old, and in with the...Older!, Estate Planning Magazine, December 1, 2010
• 2010: The Anatomy of a Train Wreck, Estate Planning Magazine, May 1, 2010
• Estate Tax Expires - for Now, Washington Jewish Week, January 7, 2010
• Budget and Health Care and Taxes. Oh My!, Estate Planning Magazine, December 1, 2009
• Estate Tax Legislation in 2009: Avoiding the Train Wreck, Estate Planning Magazine, July 1, 2009
• Checking in with the Guidance Department, Estate Planning Magazine, December 1, 2008
• Hearing It Out, Estate Planning, June 1, 2008
• Gazing Into the Crystal Ball: A Prediction of Post-Election Action, Estate Planning Magazine, December 1, 2007
• Legislative Paralysis, June 1, 2007
• Estate, Gift, and Generation-Skipping Taxes: The Implications of the Economic Growth and Tax Relief Reconciliation Act of 2001, Caplin & Drysdale, July 11, 2001
• Income Tax Changes, Estate Tax Changes And Implications for Charitable Giving Of the Economic Growth and Tax Relief Reconciliation Act of 2001, Caplin & Drysdale, July 1, 2001

Recent Speaking Engagements

Ms. Kaufman is a frequent lecturer on topics related to estate planning and has spoken before numerous professional groups, including the University of Miami Heckerling Institute on Estate Planning, ALI-ABA, the ABA Tax and Real Property, Trust and Estate Law Sections. Below is a list of recent speaking engagements.

•Speaker, Recent Federal Tax Developments for Estate Planners, The Maryland Association of CPAs 2018 Advanced Tax Institute Conference, November 13, 2018
•Speaker, Late Elections Under Section 9100: How Does the IRS Spell Relief?, 55th Annual NAEPC Advanced Estate Planning Strategies Conference, November 8, 2018
•Moderator, Washington Insiders: How the Sausage is Made, ACTEC 2018 Fall Meeting, October 26, 2018
•Speaker, Estate Planning Recent Developments: Planning Ideas to Die For (Preferably Before 2026), 40th Annual Duke University Estate Planning Conference, October 11, 2018
•Speaker, Estate Planning Recent Developments: The Good, the Bad, and the Ugly, 40th Annual Duke University Estate Planning Conference, October 11, 2018
•Speaker, Advising Clients After the 2017 Tax Act: Estate Planning Ideas to Die For, ALI CLE Estate Planning in Depth 2018 Conference, June 25, 2018
•Speaker, Hot Tax Topics, Texas Bar 24th Annual Course: Advanced Estate Planning Strategies, April 12, 2018
•Speaker, 9100 Relief - Jumping Through the Hoops When You Learn You Have an Oops!, The American College of Trust and Estate Counsel Annual Meeting, March 9, 2018
•Presenter, Estate Planning Under H.R. 1, the Tax Cuts and Jobs Act, STEP Mid Atlantic, January 31, 2018
•Speaker, Confronting the Challenges of Tax Reform: What Happened to the Certainty of Death and Taxes?, The American College of Trust and Estate Counsel, January 11, 2018
•Panelist, Estate Planning Issues, 2017 Advanced Tax Institute (ATI), November 14, 2017
•Speaker, Advanced Topics in Generation-Skipping Transfer Tax, 52nd Annual Southern Federal Tax Institute, October 27, 2017
•Speaker, Internal Affairs: Ethical Challenges in a Trusts and Estates Practice, 39th Annual Duke University Estate Planning Conference, October 13, 2017
•Speaker, Advanced GST Issues, Bloomberg BNA/Buchanan Ingersoll & Rooney, May 3, 2017
•Speaker, Recent Developments in Federal Estate and Gift Tax, Estate Planning Council of Portland, INC., January 20, 2017
•Speaker, Recent Developments in Federal Estate and Gift Tax, The Maryland Association of CPAs, November 15, 2016
•Speaker, Changes - Recent Developments in Federal Case Law, Regulations, and Delaware Trust Law, Delaware Bankers Association and the Delaware Financial Education Alliance, October 25, 2016
•Speaker, Internal Affairs: Practical and Ethical Challenges in a Trusts and Estates Practice, American College of Trust and Estate Counsel's Mid-Atlantic Meeting, October 22, 2016
•Speaker, Part 2 of 8 Estate Planning Tax Series: Common GST Problems: How to Avoid Them and How to Fix Them, District of Columbia Bar Association, October 18, 2016
•Strategies for Charitable Giving Lunch, American Jewish Committee, October 6, 2016
•Speaker, Common GST Problems: How to Avoid Them and How to Fix Them, Denver Estate Planning Council Meeting, September 29, 2016
•Speaker, Professional Program: Common GST Reporting Problems, ACTEC, September 18, 2016
•Faculty, 100th Anniversary of the Federal Estate Tax, American Law Institute, Current Issues in Estate Planning, May 11, 2016
•Speaker, Estate Planning Ideas for 2016, Investment Management Consultants Association, February 1, 2016
•Panelist, Recent Developments In Federal Case Law, Legislation, and Regulations, Maryland State Bar Association, November 3, 2015
•Panelist, Recent Developments: Questions and Answers, Delaware Bankers Association Financial Education Alliance, 10th Annual Delaware Trust Conference, October 26, 2015
•Speaker, Recent Developments in Federal Case Law, Regulations, and Delaware Trust Law, Delaware Bankers Association Financial Education Alliance, 10th Annual Delaware Trust Conference, October 26, 2015
•Panelist, The Future of Estate Planning: Planning In A Digital Age, B'nai B'rith Foundation, October 21, 2015
•Speaker, A Look Inside the National Office, Baker Tilly, Trust and Estate Conference, June 24, 2015
•Speaker, Hot Topics, ACTEC 2015 Annual Meeting, March 8, 2015
•Keynote Speaker, A Washington Update on Legislation and Regulations, Pennsylvania Bar Institute, 21st Annual Estate Law Institute, November 20, 2014
•Panelist, Creative Estate Planning Strategies for Using Lifetime QTIPS, American Law Institute (ALI) CLE, October 22, 2014
•Speaker, D.C. Tax Update, Washington, D.C., Estate Planning Council, Breakfast Roundtable, October 21, 2014
•Speaker, And Now a Word From Our Sponsor: QTIPS, The American College of Trust and Estate Counsel (ACTEC), Mid-Atlantic Fall Meeting, September 14, 2014
•Speaker, Tax Policy for Estate Planners: A View from Washington, D.C., San Francisco Estate Planning Council, March 19, 2014
•Speaker, Allocation of Indexed GST Exemption, American Bar Association, November 21, 2013
•Speaker, Recent Developments in Estate and Gift Tax, Maryland Association of CPAs, November 19, 2013
•Speaker, Washington Regulatory and Legislative Update, American College of Trust and Estate Counsel's Mid-Atlantic Meeting, October 4, 2013
•Speaker, Care and Feeding of 2012 Estate Plans, American Bar Association, May 3, 2013
•Speaker, Estate Planning After the American Taxpayer Relief Act: Tools for 2013, National Constitution Center, April 11, 2013
•Speaker, Trust & Estate Practice: Planning Ahead, Attorneys' Liability Assurance Society, Inc., April 4, 2013
•Speaker, 2013 Estate Planning Update, Family Office Exchange, January 30, 2013
•Speaker, Estate Planning After the American Taxpayer Relief Act of 2012, ALI-CLE, January 25, 2013
•Speaker, Question and Answer Panel, 47th Annual Heckerling Institute on Estate Planning, January 16, 2013
•Speaker, Recent Developments 2012, 47th Annual Heckerling Institute on Estate Planning, January 14, 2013

Recent News

•Caplin & Drysdale Honors the Women of the Firm, Caplin & Drysdale, March 8, 2019
•New York Times Quotes Beth Kaufman on Senator Warren's Plan to Tax the Wealthy, The New York Times, February 19, 2019
•Beth Kaufman Comments on Bernie Sanders' Estate Tax Proposal, Bloomberg Law, Daily Tax Report, February 5, 2019
•CNN Talks to Beth Kaufman on Sanders' Tax Plan Targeting Estates of Ultra Rich, CNN, January 31, 2019
•PODCAST: Beth Kaufman Discusses Priority Guidance Plan from the IRS and Treasury, ACTEC Trust and Estate Talk Podcast, January 18, 2019
•Beth Kaufman Comments on the Year Ahead in Estate Tax Planning, Tax Notes, December 31, 2018
•PODCAST: Beth Kaufman Discusses Tax Cuts and Jobs Act in Follow Up Podcast, ACTEC Trust and Estate Talk Podcast, December 18, 2018
•Beth Kaufman Named Accredited Estate Planner (Distinguished) Nominee by NAEPC, National Association of Estate Planners & Councils (NAEPC), November 28, 2018
•CBS News Quotes Beth Kaufman on Potential Revelations in President Trump's Tax Return, CBS News' MoneyWatch, November 9, 2018
•Beth Kaufman and Mark Matthews Talk to ABC News on Trump Tax Investigation, ABC News, October 29, 2018
•Business Insider Interviews Beth Kaufman on Possible Roadblocks Facing Investigators in Trump Tax Allegations, The Business Insider, October 5, 2018
•The Hill Quotes Beth Kaufman on Calls to Revise Estate Tax Rules, The Hill, October 5, 2018
•The Hill Quotes Beth Kaufman on Legal Obstacles to Pursuing Trump Tax Charges, The Hill, October 5, 2018
•Accounting Today Quotes Beth Kaufman and Anne O'Brien on IRS Chief Rettig's Potential Response to Trump Tax Investigation, Accounting Today, October 4, 2018
•Associated Press Quotes Beth Kaufman and Mark Matthews: Probes of Trump Taxes Carry Potential for Millions in Fines, The Associated Press, October 4, 2018
•POLITICO Quotes Beth Kaufman and Mark Matthews on Trump Tax Investigation, POLITICO Pro, October 3, 2018
•CBS Evening News Interviews Beth Kaufman on Trump Tax Investigation, CBS Evening News, October 2, 2018
•Forbes Quotes Beth Kaufman on Maryland Estate Tax Changes, Forbes, August 31, 2018
•Caplin & Drysdale Improves Ranking in 2019 Best Lawyers in America, August 15, 2018
•Caplin & Drysdale Attorneys Advance in Chambers Ranking for Private Wealth Law, Chambers High Net Worth Guide, July 23, 2018
•PODCAST: Beth Kaufman Discusses 9100 Relief, ACTEC Trust and Estate Talk Podcast, July 11, 2018
•Beth Kaufman Talks to Tax Notes on Tailoring Estate Planning Techniques to Client Needs, Tax Notes, June 26, 2018
•Beth Kaufman Discusses Tailoring Estate Planning Techniques to Client Needs, Tax Analysts, June 25, 2018
•Beth Kaufman Comments on Marvel Legend Stan Lee's Elder Abuse Controversy, InvestmentNews, June 15, 2018
•InvestmentNews Quotes Beth Kaufman on How Changes to 'Kiddie Tax' Will Impact Families, InvestmentNews, May 31, 2018
•PODCAST: Beth Kaufman Discusses New Tax Act and the Estate Planning Opportunities It Presents, ACTEC Trust and Estate Talk Podcast, May 8, 2018
•18 Caplin & Drysdale Attorneys Recognized by Super Lawyers in D.C., April 23, 2018
•Beth Kaufman Discusses Inadvertent GST Exemption Exclusions with Tax Notes, Tax Notes, March 16, 2018
•Beth Kaufman Comments on New Tax Law Prompting Growth at Law Firms, Tax Notes, January 22, 2018
•CNN Money Quotes Beth Kaufman: New Estate Tax Law Gives an Enormous Gift to Rich Families, CNN Money, January 9, 2018
•Forbes Talks to Beth Kaufman on Estate Tax Win for the Rich, Forbes, December 21, 2017
•HuffPost Quotes Beth Kaufman on Kristi Noem's Estate Tax Bill, HuffPost, December 21, 2017
•HuffPost Quotes Beth Kaufman on Death Tax Impact on Family Businesses, HuffPost, December 7, 2017
•Beth Kaufman Comments on IRS Withdrawal of Proposed Estate and Gift Tax Regs, ThinkAdvisor, October 18, 2017
•CNN Money Quotes Beth Kaufman on Repeal of Estate Tax, CNN Money, October 10, 2017
•Chambers Lists Caplin Lawyers as Leaders in Private Wealth Law, Chambers High Net Worth Guide, September 15, 2017
•Caplin & Drysdale Earns Top Ranking in 2018 Best Lawyers in America, August 15, 2017
•7 Caplin & Drysdale Lawyers Listed as Leaders in Their Field by Expert Guides, Expert Guides, July 25, 2017
•Beth Kaufman Talks to Washington Post on Reduced Enforcement of Estate and Gift Taxes, The Washington Post, July 11, 2017
•Beth Shapiro Kaufman Comments on Gift Taxes, ProPublica and The Real Deal, July 5, 2017
•WSJ Quotes Beth Shapiro Kaufman: Many Estate-Tax Payers Just Got a Reprieve from the IRS, The Wall Street Journal, June 9, 2017
•Washington Post Speaks to Beth Shapiro Kaufman on the Wealthy Delaying Tax Payments, The Washington Post, June 1, 2017
•Caplin & Drysdale Lawyers Listed Among D.C.'s Most Prominent Practitioners, Super Lawyers, April 27, 2017
•Beth Kaufman Discusses Trump's Access to Trust Assets with The Washington Post, The Washington Post, April 3, 2017
•Beth Kaufman Speaks to Investment News on Possible Estate Tax Repeal, Investment News, February 6, 2017
•Beth Kaufman Speaks with Executive Leaders Radio on Her Role as Caplin & Drysdale President, Executive Leaders Radio, December 20, 2016
•Northern Virginia Magazine Names Beth Kaufman and Jeffrey Liesemer Top Lawyers for 2016, Northern Virginia Magazine, November 22, 2016
•Beth Kaufman Talks to Forbes About Maryland Estate Tax Exemptions, Forbes, October 25, 2016
•Forbes Quotes Beth Kaufman on Estate Tax Changes for Wealthy Individuals, Forbes, October 25, 2016
•Beth Kaufman and Anne O'Brien Named Leading Women in Business Law for Trusts and Estates, Expert Guides, September 8, 2016
•Beth Kaufman Discusses Succession Planning with The American Lawyer, The American Lawyer, September 1, 2016
•Best Lawyers in America Lists 18 Caplin & Drysdale Attorneys, U.S. News & World Report, August 15, 2016
•Beth Kaufman Comments on Proposed Estate Tax Regulations in Washington Post, The Washington Post, August 2, 2016
•Caplin & Drysdale Attorneys Listed as Leaders in Their Field for Private Wealth Law, Chambers High Net Worth Guide, June 24, 2016
•Three Caplin Lawyers Distinguished by Best Lawyers, Business Edition of Best Lawyers, June 21, 2016
•Caplin & Drysdale Listed Among Top Lawyers for Tax, Bankruptcy, Estate Planning and Political Law, Chambers USA, June 1, 2016
•Beth Kaufman Comments on the State of the Estate Tax, Financial Advisor IQ, March 22, 2016
•Washingtonian Names Beth Kaufman and Anne O'Brien Among 2016 Top Wealth Advisers, The Washingtonian Magazine, March 21, 2016
•Beth Kaufman Discusses Tax Benefits of Succession Planning for Family-Owned Businesses, Builder Magazine, March 14, 2016
•Caplin & Drysdale Creates New Version of Tax Guide to Help Employers Hire Veterans, Caplin & Drysdale, March 7, 2016
•Beth Kaufman Comments on Expanding Estate Tax Basis Consistency Mandate, Bloomberg BNA, Daily Tax Report, February 9, 2016
•Caplin & Drysdale Attorneys Comment on Chan Zuckerberg Initiative, Tax Notes, December 11, 2015
•WSJ Quotes Beth Kaufman on Mark Zuckerberg's Philanthropic Goals, WSJ, December 4, 2015
•Washingtonian Names Caplin & Drysdale Attorneys Among Washington's Top Lawyers, November 19, 2015
•CNBC Speaks to Beth Kaufman on Widely Ignored Estate Tax Requirement, CNBC, November 4, 2015
•Caplin & Drysdale Lawyers Listed Among World's Leading Women in Business Law, Expert Guides, July 28, 2015
•Beth Kaufman Speaks to The Wall Street Journal on Mikel Estate Tax Case, The Wall Street Journal, May 22, 2015
•Clients and Peers Distinguish Caplin & Drysdale in Chambers' Rankings, Chambers USA, May 19, 2015
•Daily Tax Report Quotes Beth Kaufman on Carryover Basis Rules, Daily Tax Report, May 8, 2015
•Super Lawyers Lists Caplin & Drysdale Lawyers, Caplin & Drysdale, April 23, 2015
•Caplin & Drysdale Renovation Earns LEED Silver Rating, Caplin & Drysdale, February 17, 2015
•POLITICO Quotes Beth Kaufman on Next White House Battle: Inheritance Taxes, POLITICO Pro, January 30, 2015
•Caplin & Drysdale Names Beth Kaufman President, Caplin & Drysdale, January 26, 2015
•Beth Kaufman Comments on Potential for Repeal of the Estate Tax, Bloomberg BNA, January 23, 2015
•Beth Kaufman Comments on 6 Life Events That Change Your Taxes, U.S. News & World Report, January 20, 2015
•The Wall Street Journal Quotes Beth Kaufman: Obama Takes Aim at 'Step Up' Tax Break on Inherited Assets, The Wall Street Journal, January 20, 2015
•Beth Kaufman and Anne O'Brien Named Top Estate Attorneys in Washingtonian Magazine, The Washingtonian Magazine, October 30, 2014
•Caplin & Drysdale Recognized for Tax Credit Guide for Employers Who Hire Veterans, October 28, 2014
•Fortune Lists Caplin & Drysdale Lawyers Among Leaders in the Law, Fortune Magazine, October 6, 2014
•The Wall Street Journal Quotes Beth Kaufman on Tax-Smart Philanthropy Made Easy, The Wall Street Journal, August 22, 2014
•Caplin & Drysdale Lawyers Earn Best Lawyers Ranking, August 21, 2014
•Guide to World's Leading Women in Business Law Lists Caplin & Drysdale Lawyers, Expert Guides, July 29, 2014
•Clients and Peers Recommend Caplin & Drysdale in 2014 Legal 500 Ranking, The Legal 500, July 1, 2014
•Women in Business Law Honor Beth Kaufman as a Leading Practitioner in Estate Planning, Women in Business Law, June 9, 2014
•Caplin & Drysdale Earns Top Honors in 2014 Chambers USA, Chambers USA, May 28, 2014
•The Washington Post Lists Caplin & Drysdale Attorneys Among the Top Attorneys in D.C., The Washington Post, April 30, 2014
•Bloomberg Quotes Beth Kaufman on Proposed Estate and Gift Tax Changes, Bloomberg BNA's Daily Tax Report, March 5, 2014
•Washingtonian Recognizes Caplin & Drysdale Attorneys Among Washington's Best Lawyers, Washingtonian Magazine, December 3, 2013
•Daily Tax Report Quotes Beth Kaufman on GST Exemption, Bloomberg BNA's Daily Tax Report, December 2, 2013
•Caplin & Drysdale Lawyers Listed in World's Leading Women in Business Law, Expert Guides, November 8, 2013
•The Wall Street Journal Quotes Beth Kaufman on States with Highest Death Taxes, The Wall Street Journal, October 25, 2013
•19 Caplin & Drysdale Attorneys Achieve Best Lawyers in America Ranking, U.S. News & World Report, October 21, 2013
•WSJ Quotes Beth Kaufman on Planning for Higher Tax Rates on Top Earners, The Wall Street Journal, September 6, 2013
•Beth Kaufman Comments on Obama FY 2014 Estate Tax Proposals, Bloomberg BNA Daily Tax Report, July 15, 2013
•Beth Kaufman Comments on DOMA Ruling and Extension of Benefits to Gay Married Couples, Bloomberg BNA Daily Tax Report, June 27, 2013
•Tax Notes Quotes Beth Kaufman on the Estate Planning Implications of the DOMA Ruling, Tax Notes, June 27, 2013
•Beth Kaufman Comments on Ex-Pistons Owner's $2 Billion Tax Dispute, Detroit Free Press, June 21, 2013
•14 Caplin & Drysdale Attorneys Recognized in Chambers USA 2013, Chambers USA, May 29, 2013
•Wealthy Americans Target of New IRS Initiative, Caplin & Drysdale, May 7, 2013
•Super Lawyers Lists Nineteen Caplin & Drysdale Attorneys, Super Lawyers, April 29, 2013

Areas of Practice (2)

  • Private Client
  • Tax Controversies

Education & Credentials

Contact Information:
(202) 862-5062  Phone
www.caplindrysdale.com
University Attended:
Pomona College, B.A., cum laude, 1981
Law School Attended:
Harvard Law School, J.D., Notes Editor, Harvard Law Review, 1984
Year of First Admission:
1985
Admission:
U.S. Tax Court; U.S. Court of Appeals, District of Columbia Circuit; U.S. Court of Federal Claims; District of Columbia Court of Appeals; Massachusetts Supreme Judicial Court (inactive); District of Columbia; Virginia; Maryland; U.S. Supreme Court; Maryland Court of Appeals
Memberships:

Other Professional Affiliations

Member, American Bar Association, Sections of Taxation and Real Property, Trust and Estate Law

Board of Regents, American College of Trust and Estate Counsel, 2018-2021

Vice Chair, Transfer Tax Study Committee, American College of Trust and Estate Counsel, 2018-2019

Chair, Washington Affairs Committee, American College of Trust and Estate Counsel, 2016-2019

fellow, American College of Trust and Estate Counsel

ISLN:
905999096

Peer Reviews

5.0/5.0
A Martindale-Hubbell Peer Rating reflects a combination of achieving a Very High General Ethical Standards rating and a Legal Ability numerical rating.

*Peer Reviews provided before April 15, 2008 are not displayed.

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