Estate Planning and Trusts Articles
- Estate Tax Repeal?
- Federal Tax: Distribution Relief
- Retirement Plan Penalties
- Tax Aspects of Foreclosures and ‘Short Sales’
- Investment Success in Turbulent Times
- Estate Tax: Planning for Cross-border Families
- California CPA magazine: November 2008 Multi-national families, unaccustomed to paying estate tax in their home country, create special challenges for tax advisers. In many cases, these families are not happy with the prospect of the U.S....
- Fab 50: Hot Internet Resources for CPAs
- California CPA magazine: October 2008 The internet is a vast place and one in which it’s easy to get lost when searching for information you need. To help make your searches a little more focused, the CalCPA Technology Committee helped us...
- Baby Boomers: Ready for Retirement?
- California CPA magazine: September 2008 Are Aging Baby Boomers Ready for Retirement? Ready or not, there they go. America’s baby boomer generation—more than 78 million strong—is fast approaching retirement. And many, especially the eldest...
- Estate Planning 101
- Items of interest to those familiar with estate planning and those who are not
- CalCPA Estate Planning Committee Discussion Forum
- CalCPA Estate Planning Committee Discussion Forum
