With the increased demand for financial planners and the integrated nature of clients’ financial situations, CPAs are well positioned to address these needs in an objective and ethical manner. Based on the AICPA Competency Framework: Tax and Personal Financial Planning, these learning resources are designed to help CPA financial planners enhance their competency and understand the knowledge and skills necessary to provide specialized and integrated financial planning engagements whether in tax, estate, retirement, investments or insurance planning.
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This article summarizes the general rules related to the income taxation of estates and trusts and much more.
CPAs, their clients, and other advisers should review funded irrevocable trusts for the points described in this article.
The archived webcast will cover some of those more difficult issues regarding decanting, including when it might be useful as well as the impact on income, gift, GST...
This publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters.
Use these charts to help your clients plan where to set up dynasty and/or asset protection trusts and coordinate with their attorneys.