Estate Planning
Accountants can provide valuable advisory services to clients on estate planning, including dealing with wills and estate taxes, and dealing with issues such as charitable giving, charitable remainder trusts, wealth transfer and the gift tax.
Problems Foreseen with Estate Taxes for QTIP Trusts
A tax attorney is sounding a warning about some unfavorable estate tax consequences for surviving spouses in many states across the country from the use of so-called “QTIP trusts.” Read more »
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Tax Alpha: Managing the Net Investment Income Tax
February 2, 2015The NII Tax may take some of your clients by surprise this year. Read more »
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Inheriting Grandma’s House Comes with Tax Bill under Obama Plan
January 30, 2015The best-laid estate plans just got muddled. Read more »
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Blood Battles: Inheritance Planning
January 20, 2015Inheritance planning can make clients act crazy. Read more »
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Obama Proposes Tax Increases on Wealthy to Aid Middle Class
January 18, 2015President Barack Obama is proposing new taxes on the wealthiest Americans that would limit their... Read more »
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Estate Liable for $1.2 Million Late-Filing Penalty despite Attorney’s Illness and Malpractice
January 8, 2015The District Court for the Southern District of Ohio has upheld the Internal Revenue... Read more »
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Tax Alpha: Managing the Net Investment Income Tax
January 1, 2015The NII Tax may take some of your clients by surprise this year. Read more »
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Dealing with Faulty IRA Trusts
December 17, 2014Naming a trust as an IRA beneficiary may offer many benefits. If drafted properly, a trust can... Read more »
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Tax Alpha: Year-End Tax Loss Harvesting
December 5, 2014As 2014 winds down, you may be able to help your clients kill two birds with one stone by... Read more »
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Time to Pay Attention
December 1, 2014The keys to success in personal financial planning Read more »
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Gift-Giving Facts Every Financial Advisor Should Know
November 26, 2014With the holidays upon us and tax season almost here, now is the perfect time to check in with... Read more »
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Picking a Broker-Dealer
November 24, 2014John Napolitano of US Wealth Management discusses the role of the broker-dealer in a financial... Read more »
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How Donor-Advised Funds Can Help with Year-end Planning
November 18, 2014Donor-advised funds have increasingly become the charitable vehicle of choice over the last 10... Read more »
