The CPAs Guide to Financial and Estate Planning
Guide:
The CPA's Guide to Financial and Estate Planning is the premier guidebook for professionals who structure, tailor, and administer financial and estate plans.
Published on May 17, 2013
LISI Newsletter IRS Rules in Favor of DING Trust Strategy
Article:
Bill Lipkind provides commentary on PLR 201310002, the Delaware Incomplete Non-Grantor trust (“DING” trust). Copyright 2013 Leimberg Information Services, Inc. (LISI).
Published on March 18, 2013
Excerpt The CPAs Guide to Financial & Estate Planning Volume 4 - 2012
Guide:
Excerpt from volume 4 covering year-end and new year tax planning.
Published on January 18, 2013
Estate Planning Ideas for 2012
Presentation:
Customize this presentation to illustrate to your clients issues and planning strategies on estate, gift, and GST.
Published on October 17, 2012
Estate Planning Resources
Webcast:
Listen to leading estate and financial planning experts, including Sid Kess, in this web seminar recording that attends to the critical need for clients to update and review their financial and estate plans.
Published on September 26, 2012
The CPAs Guide to Financial & Estate Planning Table of Content - 2012
Guide:
Table of contents for (2012) volumes 1-4
Published on September 21, 2012
The CPAs Guide to Financial & Estate Planning Volume 4 - 2012
Guide:
Volume 4 of 4 of this publication covers planning for marriage, divorce, separation, nontraditional couples, the elderly and disabled, generation-skipping transfers, a personal residence and more.
Published on September 21, 2012
Excerpt The CPAs Guide to Financial & Estate Planning Volume 1 - 2012
Guide:
Excerpt from volume 1 of this publication covering the art of financial planning.
Published on September 21, 2012
The CPAs Guide to Financial & Estate Planning Volume 3 - 2012
Guide:
Volume 3 of 4 of this publication covers powers of appointment, selection and appointment of fiduciaries, post-mortem planning, planning for the executive, planning for the professional, closely held businesses and much more!
Published on September 13, 2012
The CPAs Guide to Financial and Estate Planning Volume 2 - 2012
Guide:
2012 Update: Volume 2 of 4 of this publication covers life insurance, annuities, employee benefits, transfers includible in the estate at death, wills, and the marital deduction.
Published on September 09, 2012
The CPAs Guide to Financial & Estate Planning Volume 1 - 2012
Guide:
2012 Update: Volume 1 of 4 of this publication covers the art of financial planning, estate and client analysis, the co-ownership of property, lifetime gifts to individuals, charitable trusts, and the use of trusts.
Published on September 05, 2012
The CPAs Guide to Financial and Estate Planning Table of Contents
Guide:
Table of Contents for all four volumes of this publication.
Published on November 29, 2011
The CPAs Guide to Financial and Estate Planning Volume 4 - Excerpt
Guide:
Excerpt from volume 4 of 4 of this publication covering year-end and new year tax planning.
Published on November 29, 2011
The CPAs Guide to Financial and Estate Planning Volume 4
Guide:
Volume 4 of 4 of this publication covers planning for marriage, divorce, separation, nontraditional couples, the elderly and disabled, generation-skipping transfers, a personal residence and more.
Published on November 29, 2011
The CPAs Guide to Financial and Estate Planning Volume 3
Guide:
Volume 3 of 4 of this publication covers powers of appointment, selection and appointment of fiduciaries, post-mortem planning, planning for the executive, planning for the professional, closely held businesses – choice of business form, planning for the owner of the closely held corporation, planning for the partner, planning for the
Published on November 23, 2011