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 15th, 2023
Originally posted on Forbes.com Lesson To Learn So the moral of this tax tale is that you have to be careful about making sure you file the right […]
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 […]
September 7th, 2023
Originally posted on Forbes.com Living Together But Unmarried: Can A Special Trust Protect You? Lots of people live together outside of marriage. And as marriage rates have declined, […]
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 […]
August 10th, 2023
Originally posted on Forbes.com Simple Definition of Descendant Here is a simple definition of “descendant” from a trust document: “References in this Trust Agreement to a person’s “children,” […]
August 7th, 2023
Originally posted on Forbes.com Should “I Love You” Mean Pooled Finances? There was a recent column in the financial press with financial advisers commenting on whether couples should […]
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 […]
July 11th, 2023
Originally posted on Forbes.com Background In a recent case owners of a closely held business got bad news. It is common to have a closely held business own […]
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. […]