Estate Planning
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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Republicans Oppose Treasury’s Estate Tax Proposals
September 29, 2016A group of 41 Senate Republicans is urging the Treasury Department to drop proposed regulations... Read more »
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IRS Offers Guidance on Using QTIP Elections for Reducing Estate Taxes
September 29, 2016The Internal Revenue Service has released new procedures that help a taxpayer make the decision... Read more »
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Art of Accounting: Buying a Practice from an Estate
September 26, 2016This column was precipitated by my hearing of the untimely death of a sole practitioner who was a... Read more »
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Trump and Clinton Tax Positions Tighten
September 22, 2016As both major Presidential candidates’ campaigns get into full gear, some of their positions... Read more »
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Art of Accounting: Giving Clients the Best You’ve Got
September 5, 2016We all use the cliché that we give the clients the best we've got, but what does it really... Read more »
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Family Limited Partnership Loophole Is Closing
August 11, 2016For several decades, estate planners have been using entities such as family limited partnerships... Read more »
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IRS Relaxes Rules for Charitable Remainder Annuity Trusts
August 9, 2016The Internal Revenue Service has issued a revenue procedure saying a charitable remainder annuity... Read more »
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Trump Aims to Reset with Revised Tax Plan, Curb on Regulations
August 8, 2016Donald Trump on Monday sought to cast Hillary Clinton’s economic program as an ineffective... Read more »
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Treasury Proposes to End Strategy for Estate and Gift Taxes
August 3, 2016The Treasury Department and the Internal Revenue Service have issued proposed regulations that... Read more »
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Planning for the Boomer Generation's Lifetime Required Minimum Distributions: Part 2
July 28, 2016Tax practitioners and their baby boomer clients are beginning to cope with a monumental financial... Read more »
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Planning for the Boomer Generation’s Lifetime Required Minimum Distributions: Part 1
July 27, 2016A torrent of money has started to flow from the IRAs and qualified plans used by over 77 million... Read more »
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Art of Accounting: Avoid the Appearance of Assuming a Responsibility
July 25, 2016Accountants are really nice people who look for ways to help and better serve clients. Sometimes... Read more »
