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 […]
May 7th, 2023
Originally posted on Forbes.com The What Doctrine? While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might […]
April 27th, 2023
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #3209. President Biden has issued his budget on March 9, 2023, the “General Explanations of the […]
April 13th, 2023
Originally posted on Forbes.com Introduction Estate planning is primarily about the transmission of wealth. However, it should be about much more. Many people don’t want to delve into […]
April 3rd, 2023
Originally posted on Forbes.com Everyone age 18 and over should have a health care proxy document signed (think kids off to college, and yourself, not just an elderly parent). […]
March 23rd, 2023
Originally posted on Forbes.com We lawyers love fancy names and acronyms. It keeps the estate planning process mythical and a bit veiled. Reality is, many of the fancy names […]
March 20th, 2023
Originally posted on Forbes.com Cleaning out your attic is one of those unpleasant projects that is typically delayed, deferred, and dodged as long as possible. Not much fun. The […]