Continuing to Decipher Estate and Trust Deduction Changes
In July 2018, the IRS issued Notice 2018-61 to provide insight on the suspension of miscellaneous itemized deductions for Trusts and Estates under newly
Please note that the following article was co-authored by Greg Allison. One of the most common strategies employed by affluent taxpayers in a comprehensive
IRS Raises the Estate and Gift Tax Exemption for 2019
Property included in an individual’s estate at the time of death is subject to a tax by the federal government. There is, however, an exemption available
As every good tax advisor knows, planning is key. So what happens when you have to plan for the unknown? This is the situation that estate and gift tax
To say I had a different track than most people in public accounting is an understatement. I am the first to admit that, at age 18, I had no idea where
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Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization. Feel free to sign up for one or all of the sessions via the link below. Once registered, you will receive an individual login link for each session.
Tuesday, December 5, 2023 | 9:00 AM | Tax Update (3 CPE Hours)
Thursday, December 7, 2023 | 1:00 PM | Consulting, Technology and Advisory
(3 CPE Hours)
Tuesday, December 12, 2023 | 9:00 AM | Audit Update (2.5 CPE Hours)
Thursday, December 14, 2023 | 1:00 PM | Wealth Management and Retirement Planning Matters (3 CPE Hours)