January 17th, 2023
Originally posted on Forbes.com Introduction Tax reimbursement clauses are a common clause in many trusts. Why are they used? Why are they important for you to understand? […]
January 17th, 2023
Originally published in wealthmanagement.com Here’s a sample letter encouraging clients to formulate commitments for 2023. New Year’s is a time for resolutions, and estimates are that one-third of Americans […]
January 9th, 2023
Originally posted on Forbes.com Make your estate planning New Year’s resolutions now! So, you thought New Year’s resolutions were for losing weight and giving up eating corn dogs. […]
January 4th, 2023
Originally posted on Forbes.com Your Power of Attorney document is an essential part of your planning and personal protection. Introduction New Year’s is a great time to […]
December 31st, 2022
This article discussed the role a CPA can serve in helping clients as they age. With the growing epidemics of identity theft and elder financial abuse, planning your finances and […]
December 21st, 2022
Date and Time: Thursday December 22, 2022 4-5:30 pm ET Register Here Course Description: Year-end tax planning 2022 is different from prior years. Practitioners might recommend traditional annual gift planning […]
December 12th, 2022
Originally published in wealthmanagement.com. Defensive practices and planning ahead is key. Troubling statistics, based on a Profile of Legal Malpractice Claims study published by the ABA’s Standing Committee on […]
December 5th, 2022
Date and Time: Thursday December 8, 2022 4-5:30 pm EST Register Here Course Description: 2022 is quickly coming to a close and there are still valuable tax and estate […]
November 28th, 2022
Originally posted on Forbes.com Introduction The gift, estate and generation skipping transfer (“GST”) tax exemption will increase substantially in 2023. What does that mean for your estate planning? […]
November 16th, 2022
Originally posted on Forbes.com Spousal lifetime access trusts (SLATs) are a common estate planning tool but raise nettlesome issues especially for blended families. Why So Many Taxpayers have SLATs […]