September 28th, 2023
Date and Time: Thursday, October 12, 2023 4-5:30 pm ET Register Here Course Description: Identity theft, phishing, QR-phishing, voice mail/phone scamming, social engineering (calls and actions to convince employees […]
September 12th, 2023
Date and Time: Thursday, September 21, 2023 4-5:00 pm ET Register Here Course Description: Practitioners are quite aware that in 2026 the Federal estate and gift, estate and GST […]
August 21st, 2023
Date and Time: September 7, 2023 4-5:30 pm ET Register Here Course Description: Do assets in an irrevocable grantor trust that are not included in the settlor’s gross estate […]
August 1st, 2023
Originally posted on Forbes.com Independence, self-reliance, self-sufficiency, are all laudable goals for us as individuals. Independence is the hallmark of a well crafted and administered estate plan. A […]
June 29th, 2023
Date and Time: June 29, 2023 4-5:00 pm ET Register Here Course Description: Practitioners should inform clients with buy sell redemption agreements about the recent Connelly v. IRS, No. […]
June 26th, 2023
Originally posted on Forbes.com You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step? Yep! A letter of instruction can be […]
June 1st, 2023
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #3041. Clients want a motivated, ambitious, type-A advisor who will work vigorously for their interests and […]
May 19th, 2023
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #273. The Corporate Transparency Act (CTA) introduces comprehensive reporting requirements for most closely held businesses […]
May 8th, 2023
Originally published in The CPA Journal. CPAs Should Consider the Potential Impact The Biden Administration recently released its fiscal 2024 revenue proposal, which includes many dramatic changes that will […]
May 7th, 2023
Originally posted on Forbes.com Some Background If you live in a community property state with your spouse, or if you had lived in a community property state with […]