Estate Planning News
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.
Wealthy Clintons Use Trusts to Avoid Full Estate Tax They Back
Bill and Hillary Clinton have long supported an estate tax to prevent the U.S. from being dominated by inherited wealth. That doesn’t mean they want to pay it. Read more »
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Estate Liable for Late-Filing Penalty Despite Timely Payment of Tax
July 9, 2014A federal appeals court has upheld a penalty assessed against the estate of a deceased man... Read more »
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Supreme Court Rules Inherited IRAs are Not Protected in Bankruptcy
June 13, 2014A unanimous Supreme Court has held that the funds in an inherited IRA do not qualify for... Read more »
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Accounting Today June 2014 Digital Edition
June 1, 2014Check out the digital edition of the June 2014 issue of Accounting Today. Read more »
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Estate Planning with 529 Plans
June 2, 2014Welcome to another installment of Tax Alpha. This time around we’re going to dig a little... Read more »
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Madoff Fraud Victim’s Estate Can Try for Refund in Tax Court
May 23, 2014Bernard Madoff’s fraud might have been detected with enough due diligence in mid-2006, more... Read more »
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ICPAS Estate & Gift Tax Conference
May 20, 2014The Illinois CPA Society is hosting a conference on estate and gift taxes. Read more »
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IRS Issues Final Rules on Deducting Costs of Estates and Trusts
May 14, 2014The Internal Revenue Service has published final regulations to provide guidance on which costs... Read more »
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Tax Alpha: The Fundamentals
May 1, 2014We're dedicating this column to tax alpha because accountants who are financial planners are... Read more »
