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? […]
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 […]
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. […]
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 […]
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 […]
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 […]
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 […]
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 […]
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? […]
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 […]