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July 15, 2016

20 Tips for Planning at The 11th Hour – Part 1 July 15, 2016

Reprinted with permission of Estates and TrustPlan for IncapacityMany techniques we discuss require that the dying client him or herself, or someone authorized to act on their behalf, take actions. If not already completed, the client should execute a durable power of attorney (POA), which is effective on execution, authorizing an agent to make gifts and establish, amend or fund inter vivos trusts on behalf of the client during the client’s life. A springing POA, which is effective only on incapacity, presents challenges. Locating one or more physicians who will attest to the client’s incapacity may be difficult and time-consuming. As a result, a …

December 18, 2014

Extender Bill Passed By Congress December 18, 2014

By: Sharon Kreider, CPA

Late as usual, Congress finally extended almost 60 expiring tax provisions to December 31, 2014. Sen. Ron Wyden, chairman of the Senate Finance Committee, who voted against the bill, criticized passage, saying that “with this stop-and-go tax extender bill, Congress is turning in its tax homework 11 months late and expecting to earn full credit.” Yes, Sen. Wyden, but with tax season looming, taxpayers, tax preparers, tax software programmers and the IRS are all breathing a sigh of relief now that we know what law will apply on the 2014 tax returns. A few of our clients might need an …

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20 Tips for Planning at The 11th Hour – Part 1 July 15, 2016

Extender Bill Passed By Congress December 18, 2014

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