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 February 08, 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
The CPAs Guide to Financial and Estate Planning Volume 2
Guide :
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 November 23, 2011
Domestic Asset Protection Trust State Rankings
Tools :
Use this state ranking of domestic asset protection trusts from Steve Oshins to help your clients plan where to set up asset protection trusts and coordinate with their attorneys.
Published on November 18, 2011
Estate Planning
Overview :
Clients are very concerned with planning their estate. Find out more about providing the Estate Planning services that will provide peace of mind for your clients.
Published on September 21, 2011
Favorable Court Decision on Crummey Powers in an ILIT
Article :
A recent article in the AALU’s Washington Report covered the tax court decision Estate of Turner v. Commissioner, T.C. Memo. 2011-209 (August 30, 2011). In Estate of Turner v. Commissioner, the Tax Court held, in a memorandum opinion, that the assets contributed to a family limited partnership were includible in
Published on September 21, 2011
Disclaimer Delivery Due Date 9/17 or 9/19
Article :
This supplement to Mike Jones’ “Guide to Electing Out of the 2010 Estate Tax (and Into Modified Carryover Basis)” was recently released to LISI (Leimberg Information Service Incorporated) members. LISI and Mike have graciously shared it with AICPA PFP members.
Published on September 12, 2011
Modified Carryover Basis Election & The AMT Curveball
Article :
Bob Keebler provides an update about an important development concerning the Section 1022 election of modified carryover basis.
Published on September 06, 2011
The CPAs Guide to Financial and Estate Planning Volume 1 - Excerpt
Guide :
Excerpt from volume 1 of 4 of this publication covering the art of financial planning.
Published on June 22, 2011
The CPAs Guide to Financial and Estate Planning Volume 1
Guide :
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 June 16, 2011
The Mathematics of Estate Tax Repeal
Overview :
Bob Keebler and Steve Leimberg share their thoughts on this topic to help you in planning and in discussions with your clients during this period of uncertainly.
Published on January 28, 2011
Estate Planning Resources
Presentation :
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. As a result of the increased federal estate tax exemption in 2009 ($3.5 million); the uncertainty about
Published on January 28, 2011