By Celine Park Listed below are notable State Corporate Tax updates as of April 2023 that may be relevant to business and estate planners, categorized by state. Colorado Colorado's recently enacted House Bill 23-1006 mandates employers to inform their employees about certain state and federal tax credits on an annual basis, applying to income tax … Continue reading Corporate Tax Update – April 2023
Author: Anthony Peraino
Wealth Strategies Journal Financial Planning Weekly Update (April 21, 2023)
Table of Contents AICPA Financial Planning Popular Press AICPA Financial Planning AICPA Personal Financial Planning Section – April 11, 2023 Change in publication date for next two weeks Free CPE: How to guide clients through the maze of Social Security decisions CPE: Health savings accounts beyond the basics Planning for the surviving spouse: Part 3 … Continue reading Wealth Strategies Journal Financial Planning Weekly Update (April 21, 2023)
Corporate Tax Update – March 2023
By Celine Park Listed below are notable State Corporate Tax updates as of March 2023 that may be relevant to business and estate planners, categorized by state. Florida On March 1, a Florida circuit court ruled in favor of a group of taxpayers who disputed the proper interpretation of the state's rule on sourcing service … Continue reading Corporate Tax Update – March 2023
Considerations for Charitable Giving with Noncharitable Irrevocable Trusts
By Kim Kamin I. SYNOPSIS1 This article first reviews some fundamentals of how charitable deductions apply in the context of trusts and then shares ideas for how estate planning professionals can help clients think about situations when it might be desirable to tap into noncharitable trusts for charitable giving. The piece examines (1) how to … Continue reading Considerations for Charitable Giving with Noncharitable Irrevocable Trusts
Building a Successful Practice: Business Development From the Perspective of The Estate Planning Lawyer
By Stuart C. Bear and Ryan M. Prochaska Just thinking about implementing and funding a marketing plan to build your estate planning practice can be not only daunting but expensive. Complex marketing schemes, however, are not the only way to develop a practice and can miss the core of what clients and peers find most … Continue reading Building a Successful Practice: Business Development From the Perspective of The Estate Planning Lawyer
Can’t We All Just Get Along: Fostering Family Harmony In Estate Administration
By Stuart C. Bear and Ryan M. Prochaska “I just want the children to get along,” say Mom and Dad in virtual unison. The ability of the children and grandchildren to get along is a direct result of the family’s functionality. Unfortunate as it may be, dysfunctionality is not an uncommon state of affairs for … Continue reading Can’t We All Just Get Along: Fostering Family Harmony In Estate Administration
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