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. […]
June 26th, 2023
Originally posted on Forbes.com You’ve completed all the estate planning documents your lawyer recommended, do you really need to take another step? Yep! A letter of instruction can be […]
June 1st, 2023
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #3041. Clients want a motivated, ambitious, type-A advisor who will work vigorously for their interests and […]
May 19th, 2023
This article was originally posted on Steve Leimberg’s Estate Planning Email Newsletter as Archive Message #273. The Corporate Transparency Act (CTA) introduces comprehensive reporting requirements for most closely held businesses […]
May 8th, 2023
Originally published in The CPA Journal. CPAs Should Consider the Potential Impact The Biden Administration recently released its fiscal 2024 revenue proposal, which includes many dramatic changes that will […]