CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

48 Hour Flash Sale – Reserve your spot at one of 6 Federal Tax Update Seminar locations at $499

eTax Alerts

8 min read
The gift tax annual exclusion is no Medicaid safe harbor. Learn how routine gifts trigger the 60-month lookback and how to flag the trap in time.

Recent Etax Alerts

1 min read

On July 20, the IRS released a draft of the 2016 Form 8867 – Paid Preparer’s Due

7 min read

Reprinted with permission of Estates and Trusts Make Taxable Gifts The client may contemplate making taxable

5 min read

Reprinted with permission of Estates and Trust Plan for IncapacityMany techniques we discuss require that

3 min read

Late as usual, Congress finally extended almost 60 expiring tax provisions to December 31, 2014.

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