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Note From the Editor: November 2017 Oct 18, 2017 Editor in Chief Susan R. Lipp discusses this month's issue. Gift Tax Returns: Adequate Disclosure Is Key Oct 18, 2017 To best protect clients (and advisors), taxpayers must file gift tax returns disclosing both gifts and non-gifts. Deduction for Death Investigation Denied as "Hobby Loss" Oct 17, 2017 Not merely adding insult to injury Be Mindful of Joint Representation Oct 17, 2017 Take steps to protect attorney-client privilege. Transferee Liability Denied in FBAR Debt Conflict Oct 16, 2017 Court denies attempt to collect unpaid penalties from a decendent’s children. Consequences of Roth IRA Conversions Oct 13, 2017 Beware, pre-tax amounts are taxable in the year transferred. When To Consider A Corporate Trustee Oct 12, 2017 Here are a few points to discuss with clients to help determine whether a corporate trustee or executor might be beneficial. Bad Feelings Mar James Brown's Estate Oct 12, 2017 His dream of using his fortune to fund scholarships appears to be in ruins. Jumpstart Your Clients’ Year-End Planning Oct 11, 2017 Don’t wait until the busy holiday season to check up on things. Busting the Four Myths of Business Transition Planning Oct 11, 2017 Are your clients prepared for the next phase? Load More first previous … 297 298 299 300 301 302 303 304 305 … next last Load More
Gift Tax Returns: Adequate Disclosure Is Key Oct 18, 2017 To best protect clients (and advisors), taxpayers must file gift tax returns disclosing both gifts and non-gifts. Deduction for Death Investigation Denied as "Hobby Loss" Oct 17, 2017 Not merely adding insult to injury Be Mindful of Joint Representation Oct 17, 2017 Take steps to protect attorney-client privilege. Transferee Liability Denied in FBAR Debt Conflict Oct 16, 2017 Court denies attempt to collect unpaid penalties from a decendent’s children. Consequences of Roth IRA Conversions Oct 13, 2017 Beware, pre-tax amounts are taxable in the year transferred. When To Consider A Corporate Trustee Oct 12, 2017 Here are a few points to discuss with clients to help determine whether a corporate trustee or executor might be beneficial. Bad Feelings Mar James Brown's Estate Oct 12, 2017 His dream of using his fortune to fund scholarships appears to be in ruins. Jumpstart Your Clients’ Year-End Planning Oct 11, 2017 Don’t wait until the busy holiday season to check up on things. Busting the Four Myths of Business Transition Planning Oct 11, 2017 Are your clients prepared for the next phase? Load More first previous … 297 298 299 300 301 302 303 304 305 … next last Load More
Deduction for Death Investigation Denied as "Hobby Loss" Oct 17, 2017 Not merely adding insult to injury Be Mindful of Joint Representation Oct 17, 2017 Take steps to protect attorney-client privilege. Transferee Liability Denied in FBAR Debt Conflict Oct 16, 2017 Court denies attempt to collect unpaid penalties from a decendent’s children. Consequences of Roth IRA Conversions Oct 13, 2017 Beware, pre-tax amounts are taxable in the year transferred. When To Consider A Corporate Trustee Oct 12, 2017 Here are a few points to discuss with clients to help determine whether a corporate trustee or executor might be beneficial. Bad Feelings Mar James Brown's Estate Oct 12, 2017 His dream of using his fortune to fund scholarships appears to be in ruins. Jumpstart Your Clients’ Year-End Planning Oct 11, 2017 Don’t wait until the busy holiday season to check up on things. Busting the Four Myths of Business Transition Planning Oct 11, 2017 Are your clients prepared for the next phase? Load More first previous … 297 298 299 300 301 302 303 304 305 … next last Load More
Be Mindful of Joint Representation Oct 17, 2017 Take steps to protect attorney-client privilege. Transferee Liability Denied in FBAR Debt Conflict Oct 16, 2017 Court denies attempt to collect unpaid penalties from a decendent’s children. Consequences of Roth IRA Conversions Oct 13, 2017 Beware, pre-tax amounts are taxable in the year transferred. When To Consider A Corporate Trustee Oct 12, 2017 Here are a few points to discuss with clients to help determine whether a corporate trustee or executor might be beneficial. Bad Feelings Mar James Brown's Estate Oct 12, 2017 His dream of using his fortune to fund scholarships appears to be in ruins. Jumpstart Your Clients’ Year-End Planning Oct 11, 2017 Don’t wait until the busy holiday season to check up on things. Busting the Four Myths of Business Transition Planning Oct 11, 2017 Are your clients prepared for the next phase? Load More first previous … 297 298 299 300 301 302 303 304 305 … next last Load More
Transferee Liability Denied in FBAR Debt Conflict Oct 16, 2017 Court denies attempt to collect unpaid penalties from a decendent’s children. Consequences of Roth IRA Conversions Oct 13, 2017 Beware, pre-tax amounts are taxable in the year transferred. When To Consider A Corporate Trustee Oct 12, 2017 Here are a few points to discuss with clients to help determine whether a corporate trustee or executor might be beneficial. Bad Feelings Mar James Brown's Estate Oct 12, 2017 His dream of using his fortune to fund scholarships appears to be in ruins. Jumpstart Your Clients’ Year-End Planning Oct 11, 2017 Don’t wait until the busy holiday season to check up on things. Busting the Four Myths of Business Transition Planning Oct 11, 2017 Are your clients prepared for the next phase? Load More first previous … 297 298 299 300 301 302 303 304 305 … next last Load More
Consequences of Roth IRA Conversions Oct 13, 2017 Beware, pre-tax amounts are taxable in the year transferred. When To Consider A Corporate Trustee Oct 12, 2017 Here are a few points to discuss with clients to help determine whether a corporate trustee or executor might be beneficial. Bad Feelings Mar James Brown's Estate Oct 12, 2017 His dream of using his fortune to fund scholarships appears to be in ruins. Jumpstart Your Clients’ Year-End Planning Oct 11, 2017 Don’t wait until the busy holiday season to check up on things. Busting the Four Myths of Business Transition Planning Oct 11, 2017 Are your clients prepared for the next phase? Load More first previous … 297 298 299 300 301 302 303 304 305 … next last Load More
When To Consider A Corporate Trustee Oct 12, 2017 Here are a few points to discuss with clients to help determine whether a corporate trustee or executor might be beneficial. Bad Feelings Mar James Brown's Estate Oct 12, 2017 His dream of using his fortune to fund scholarships appears to be in ruins. Jumpstart Your Clients’ Year-End Planning Oct 11, 2017 Don’t wait until the busy holiday season to check up on things. Busting the Four Myths of Business Transition Planning Oct 11, 2017 Are your clients prepared for the next phase? Load More first previous … 297 298 299 300 301 302 303 304 305 … next last Load More
Bad Feelings Mar James Brown's Estate Oct 12, 2017 His dream of using his fortune to fund scholarships appears to be in ruins. Jumpstart Your Clients’ Year-End Planning Oct 11, 2017 Don’t wait until the busy holiday season to check up on things. Busting the Four Myths of Business Transition Planning Oct 11, 2017 Are your clients prepared for the next phase? Load More first previous … 297 298 299 300 301 302 303 304 305 … next last Load More
Jumpstart Your Clients’ Year-End Planning Oct 11, 2017 Don’t wait until the busy holiday season to check up on things. Busting the Four Myths of Business Transition Planning Oct 11, 2017 Are your clients prepared for the next phase? Load More first previous … 297 298 299 300 301 302 303 304 305 … next last Load More
Busting the Four Myths of Business Transition Planning Oct 11, 2017 Are your clients prepared for the next phase? Load More first previous … 297 298 299 300 301 302 303 304 305 … next last Load More
