February 27th, 2024
Date and Time: Thursday March 14, 2024 4-5pm EST Register Here Course Description: Charitable giving is a vital component of many estate, tax, financial and related plans. This webinar will […]
February 25th, 2024
Originally posted on WealthManagement.com A recent Chief Counsel Memorandum (CCM) issued by the Internal Revenue Service may have a chilling effect on modifications to all types of irrevocable trusts. CCM 202352018 […]
February 21st, 2024
Date and Time: Thursday February 29, 2024 4pm-5pm EST Register Here Course Description: How many clients do you have living with chronic illness or neurological conditions? How many colleagues […]
February 16th, 2024
Originally posted on Forbes.com What Is a Will Contract? What is a “will contract,” and why might you care? A will contract is an agreement you might make […]
February 12th, 2024
Originally posted on Forbes.com Introduction and Background Let’s start with a quick refresher to set the stage for an important issue confronting many people who have created trusts. […]
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 14th, 2024
Originally posted on Forbes.com The Corporate Transparency Act (“CTA”) is upon us. January 1 all new entities have to register with the FinCEN. Unless Congress acts to defer filings […]
January 14th, 2024
Originally posted on Forbes.com Introduction to the CCA In a recent Chief Counsel Advice (CCA) issued November 28, 2023 the IRS took the position that modification of a […]
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 […]