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Tags archive: trust planning

Home /Tag: trust planning
Featured

Post-TCJA Qualified Personal Residence Trust Planning

By  Martin Shenkman, JD, CPA/PFS, AEP

May 2018 0

In Brief The sweeping changes of the Tax Cuts and Jobs Act (TCJA) have prompted reconsideration of many financial plans. The realm of estate planning…

Featured

6 Proactive Steps CPAs Should Take to Help Individuals Plan

By  Martin Shenkman, JD, CPA/PFS, AEP

November 2017 0

Too often, valuable planning steps fall between the tasks a high-net-worth individual's various advisors believe to be within their purview. Should the step be addressed…

Featured

Our Greatest Hits | Tax planning for distributions in kind (Estates & Trusts)

From The CPA Journal Archives

By  Alfred J. LaRosa

September 2017 0

"Our Greatest Hits" is an effort to show our readers the most popular - and still avidly read - articles from our archives. This article…

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  • Cybersecurity Resources for Accounting Practices January 2023
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  • Toward Resolving IRS Staffing Shortages January 2023












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