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Free Webinar: Estate Planning, Technology and Ethical Issues

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 […]

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Free Webinar: Why should I engage in planning now? Nothing is going to change, and the exemption is so high!

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 […]

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Free Webinar: Revenue Ruling 2023-2 What It Means and What You Might Do?

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 […]

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“Be Independent” Should Be Your Estate Planning Motto: A Real Story

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 […]

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Free Webinar: Closely Held Business Buy-out Arrangements Should be Reviewed Immediately in Light of the Recent Connelly Case

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. […]

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Letter Of Instruction: Roadmap To Take This Important Estate Planning Step

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 […]

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Amanda Koplin & Martin M. Shenkman: Mental Health Considerations for Financial Advisers, Attorneys, CPAs, and other Professionals

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 […]

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Abigail O’Connor, Martin M. Shenkman and Jonathan G. Blattmachr on the New Corporate Transparency Act: A Quick Guide for Practitioners

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 […]

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Biden Administration’s Green Book Proposes Dramatic Estate Planning Changes

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 […]

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Community Property Estate Planning Not So Simple

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 […]

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