Estate Planning
Removing the Irrevocable Life Insurance Trust as the Default in Estate Planning (Journal Article)
This article appeared in the March 2019 Journal of Financial Service Professionals.
Estate Planning
Program Overview A note sale of an appreciating asset to an Intentionally Defective Grantor Trust (IDGT) is a planning strategy that can help to minimize estate and gift taxes. An individual sells their assets to the IDGT, commonly using an installment note at fair market interest. A potential disadvantage of an installment sale to a [...]
This article appeared in the September 2019 Journal of Financial Service Professionals.
Accounting & Tax Planning
Successfully Completing a Gift Tax Return — Form 709 (Surgent Webinar)
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Accounting & Tax Planning
Successfully Completing an Estate Tax Return — Form 706 (Surgent Webinar)
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Accounting & Tax Planning
Successfully Completing an Income Tax Return for a Trust or Estate — Form 1041 (Surgent Webinar)
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This article appeared in the September 2019 Journal of Financial Service Professionals.
This article appeared in the March 2019 Journal of Financial Service Professionals.
Estate Planning
The Five Sustainable Planning Strategies (FSP Archived Webinar)
Program Overview Tax law changes come and go, but clients need estate planning strategies that will endure. During this presentation, the tax law changes that took effect in 2018 will be reviewed and five estate planning strategies that will stand the test of time will be explored. Attendees will learn: The practical impact of the [...]
This article appeared in the September 2020 Journal of Financial Service Professionals.
Accounting & Tax Planning
Top 10 Celebrity Estate Mistakes and How to Avoid Them (Surgent Webinar)
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Estate Planning
This article appeared in the March 2018 Journal of Financial Service Professionals.