March 3rd, 2024
Originally posted on Forbes.com Introduction Ethical questions arise during many estate plans. Sometimes, these are ethical issues that you and/or your family may have to grapple with. Sometimes, […]
January 26th, 2024
Originally posted on Forbes.com Yes You Have to Update Your Planning Estate planning is about as much fun as getting a root canal. Unless there is a strong […]
January 24th, 2024
Originally posted in NAEPC Journal of Estate and Tax Planning Professional articles and webinars so often focus on new developments, complex or creative new planning ideas, as practitioners are […]
January 5th, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #288. There have been five major events relating to the Corporate Transparency Act: 1) Reporting companies formed during […]
January 5th, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #283. The Corporate Transparency Act (“CTA”) is scheduled to be effective January 1, 2024, and there are important […]
January 5th, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #282. On November 8th, the Treasury Department dashed the hopes of a great many professionals who have wished […]
January 5th, 2024
This article was originally posted on Steve Leimberg’s Business Entities Email Newsletter Archive Message #280. The Corporate Transparency Act (“CTA”) is a new federal law that will impact the owners, principles and other […]
November 6th, 2023
Originally posted on Forbes.com Coordination is Critical and Often Ignored Everyone understands the need for certain critical estate planning documents such as a will (and perhaps a revocable […]
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 […]