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Top 10 Estate Planning Ideas for 2013
(5/6/2013) Robert S. Keebler and Steven J. Oshins
Proactive Planning in 2013: What CPA Financial Planners Need to Know to Advise Individual Clients
(5/2/2013) Beth Gamel, Michael E. Kitces, Ted Sarenski and Scott Sprinkle
IDGTs: Using Intentionally Defective Grantor Trusts to Intentionally Do Great Things!
(4/18/2013) Tom Tillery
Advanced Gift Tax Return Preparation Issues
(2/19/2013) Craig Janes, CPA, Robert S. Keebler, CPA, MST, AEP, Laura Peebles, CPA/PFS
Compliance and Planning Issues with the 3.8% Medicare Surtax
(1/17/2013) Bob Keebler, CPA, MST, AEP; David Kirk, CPA, CFP, LLM (Tax); and Adrienne Mikolashek, LLM (Tax)
Up to (and Over?) the Fiscal Cliff
(12/26/2012) Stan Collender & Mel Schwarz
Practitioner Insights on Using Forefield Advisor and Proactive Planning in Preparation for 2013 Toolkit through Year-End
(11/15/2012) Lyle Benson / (11/29/2012) Jean Luc Bourdon
Post-Election: Now What? How CPA Financial Planners Can Advise Their Clients
(11/14/2012) Lyle Benson, Bob Keebler, Ted Sarenski, Scott Sprinkle
Practitioner Insights on Using Forefield Advisor and Proactive Planning in Preparation for 2013 Toolkit through Year-End
(11/7/2012) Ted Sarenski
Surviving in Times of Uncertainity: Guiding Clients into the Next Year
(9/27/2012) Edward Gershman, Jonathan Horn, Teri Newman, Amy Vega
Complex Surtax Issues with Real Estate and Closely Held Business Entities
(9/21/2012) John Connors and Bob Keebler
The 3.8% Surtax and the Impact on Estates and Trusts
(8/15/2012) Bob Keebler, CPA, MST, AEP (Distinguished)
Investment Strategies in Preparation for 2013
(5/29/2012) Bob Keebler & Scott Sprinkle
2011 Deaths and Form 706
(11/15/2011) Robert Keebler
Year-End Planning for Individuals in an Uncertain Environment
(11/1/42011) Lisa Featherngill, Robert Keebler, Martin Shenkman, Scott Sprinkle
Taxes, the Job Act, Deficit Reduction, Extenders, etc…: What You Need to Know
(9/23/2011) Mel Schwarz, Martin Shenkman, Peter Kravitz, and John Hudson
The 1040 Diagnostician: Tax and Financial Planning for Individuals
(5/3/2011) Robert Keebler
The Top 10 Things To Discuss With Your Individual Clients in 2011
(1/26/2011) Jonathan Horn, Dennis Newman, Daniel Moore
2010 Year-End Planning: Taking Advantage of Legislative Chaos
(12/15/2010) Dennis Belcher, Ron Aucutt, Carol Cantrell and Mel Schwarz
Year-End Tax Planning During Uncertain Times
(11/17/2010) Robert Keebler
Clients with Foreign Bank Accounts
(9/2/2010) Sid Kess & Bryan Skarlatos
Effective Tax Planning in Light of Healthcare Legislation
(4/21/2010) Robert Keebler, CPA.MIST,AEP
Tax Efficient Rebalancing
(2/11/2010) Sheryl Rowling
How Well Do You Know Your Clients?
(12/16/2009) Martha Myron
7216 Regulations: Practical Responses to CPA Questions on Safeguarding Tax Return Information (3/3/2009) Michael P. Dolan & Benson S. Goldstein
AMT Strategies to Escape Its Reach
(10/27/2008) Joe Walloch & Norm Solomon
Tales of the Tax Return
(5/19/2008) John P. Napolitano, CFP, CPA, PFS, MST