Estate Planning

    Estate Planning 

    Find out more about providing the Estate Planning services that will provide peace of mind for your clients.

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    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 July 15, 2014

    The CPAs Guide to Financial & Estate Planning Volume 4 - 2013

    Guide Volume 4 of 4 of this publication covers year-end and new year planning, the Affordable Care Act, Defense of Marriage Act, and more!
    Published on May 16, 2014

    Excerpt The CPAs Guide to Financial & Estate Planning Volume 4 - 2013

    Guide This excerpt from The CPA’s Guide to Financial and Estate Planning covers Portability, an estate planning game-changer but not as simple as it appears.
    Published on May 16, 2014

    The Mathematics of Estate Tax Repeal

    Article At the end of 2009, Congress did not take action to resolve the estate tax. For 2010, there is no estate or GST tax and the step up basis has been replaced with a carryover basis for those who die in 2010. Bob Keebler and Steve Leimberg have graciously shared
    Published on May 16, 2014

    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 April 14, 2014

    The CPAs Guide to Financial & Estate Planning Volume 3 - 2013

    Guide Volume 3 of 4 of this publication covers powers of appointments, selection and appointments of fiduciaries, postmortem planning, and more.
    Published on September 19, 2013

    The CPAs Guide to Financial & Estate Planning Volume 3 - 2013

    Guide Volume 3 of 4 of this publication covers powers of appointments, selection and appointments of fiduciaries, postmortem planning, and more.
    Published on September 10, 2013

    Excerpt The CPAs Guide to Financial and Estate Planning Volume 3 - 2013

    Guide This excerpt from The CPA’s Guide to Financial and Estate Planning covers planning for the owner of a closely held business.
    Published on September 10, 2013

    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 August 06, 2013

    The CPAs Guide to Financial and Estate Planning Volume 2 (Excerpt)

    Guide This excerpt from The CPA’s Guide to Financial and Estate Planning covers wills in depth, and includes a sample outline for creating a data source list.
    Published on August 06, 2013

    The Kitces Report - The New World of Estate Planning in 2013 and Beyond

    Newsletter Michael Kitces takes a look at estate planning in 2013 and beyond in this issue of The Kitces Report.
    Published on July 17, 2013

    Excerpt The CPAs Guide to Financial and Estate Planning Volume 1 - 2013

    Guide This excerpt from The CPA’s Guide to Financial and Estate Planning covers the art of financial planning and includes a checklist to use your clients’ tax returns to identify financial planning opportunities.
    Published on July 16, 2013

    The CPAs Guide to Financial & Estate Planning Volume 1 - 2013

    Guide 2013 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 giving, and the use of trusts.
    Published on July 16, 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

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