Related Party Loss 3/20/2010
Below market stock repurchase option involving family members 2/16/2010
CRT owned annuity distributions when no income in annuity 2/16/2010
Filing first trust tax return 1/6/2010
NEW CalCPA Estate Planning Forum 12/23/2009
Final year of estate 12/17/2009
Oops, my post was generated twice 12/1/2009
CRUT payout, no income and illiquid assets 12/1/2009
Unitrust distribution, when no income 11/24/2009
PASS THROUGH OF 1231 LOSS TO ESTATE BENEFICIARIES 11/24/2009
Which schedule on 706 do you report real property titled "Community property with right of survivorship"? 11/13/2009
GST trust as beneficiary of Roth IRA 11/4/2009
Can a surviving spouse disclaim property that is owned by the survivor in his survivor's trust? 11/4/2009
Property tax reassessment for a somewhat complicated situation 10/15/2009
Conservatorship for married couple 10/13/2009
Interest due on amended 706 10/9/2009
electonic refund for decedent 10/8/2009
Schedule R on form 706 9/25/2009
annual valuations of an LLC within a intentially defective grantor trust?? 9/17/2009
Sec 121 for trust property 9/11/2009
Loss on sale of residence 9/7/2009
Amended 706 9/7/2009
IRC Section 642 set aside deduction 8/28/2009
protective claim for refund 8/12/2009
property tax deduction on the 706 8/11/2009
Personal expenses paid by an FLP 8/6/2009
Gift Loans 8/2/2009
Gift Tax - Community Propert 7/27/2009
Does a GRAT file its own tax return? 7/23/2009
Intentionally Defective Grantor Trusts - Initial sale 7/16/2009
living trust as LLC member 7/15/2009
Gift Tax Unlimited Education exemption 7/15/2009
1031 exchange straddling death 7/10/2009
Property sold in 1031 exchange shortly after death of taxpayer 6/30/2009
Court Accounting Preparation Software...Does it exist? 6/24/2009
Administrative Expenses on Form 706 6/1/2009
Non-resident CA estate tax return due? 5/15/2009
Gift, where mother pays son's health insurance 5/7/2009
Inheritance not wanted 4/23/2009
706 Filing Requirements 2008 4/8/2009
Fiduciary T/R - Passive vs. Non-Passive Farm Activity Losses 4/2/2009
section 642 set aside deduction 3/30/2009
Form 56 3/25/2009
amortization of bond premium 3/6/2009
Form 1041 for a Decedent's Estate 2/20/2009
Inclusion of irrevocable trust in grantor's estate 2/18/2009
Help. IRS Tables 2/6/2009
FYI - Starting with 2008 returns, you no longer have to file Form 541-A for split interest trusts 2/2/2009
unitrust amount includes capital gains for crt 1/22/2009
Disclaimer of bypass trust 1/16/2009
ID# Required on 706, Part5? 1/14/2009
Distributions- "properly paid or credited" 1/8/2009
CRUT Early Dissolution 1/7/2009
"prompt assessment" executor's request for discharge under 2204 12/16/2008
Defined Benefit Plan - Estate Taxes 12/4/2008
Another question on a final bypass trust return 11/25/2008
Amending the 706 11/21/2008
Joint Tenancy - Assumption of debt 11/18/2008
Private Foundations 11/7/2008
QDOT 11/3/2008
Step-up issues for California registered domestic partners and same sex married couples 10/29/2008
Step-up issues upon the death of a Californa registered domestic partner 10/28/2008
qprt 10/10/2008
final exemption trust tax return 10/8/2008
Form 56 Part V 10/6/2008
Loaning/Gifting Money 10/2/2008
Unfunded Bypass trust 10/1/2008
Qualified Disclaimers - Example 9/4/2008
Jointly held US savings bonds 9/3/2008
Form 706 Presentation 9/3/2008
Sale of Residence within Estate 8/26/2008
Royalties - 706 and Future Income 8/21/2008
Forgotten step-up in basis: any way to recover lost depreciation? 8/19/2008
Waiver of account 8/13/2008
association fees on vacant land 8/13/2008
Social Security benefits for the month that the recipient died 8/13/2008
form 56 8/6/2008
Looking for IRS Publication 904 (out of print) 7/18/2008
Estate with house and huge retirement plan 7/17/2008
valuing oil leases on an estate tax return 7/17/2008
Final 1041 and carryover of foreign tax credits 6/25/2008
Franchise Tax Board notices regarding fiduciary fees and professional fees on 541 6/24/2008
Crossed Estimate Payments 6/20/2008
Trust's residence interest deduction 6/10/2008
UBTI and a Charitable Remainder Trust 5/19/2008
Valuation of Stocks and Bonds held in LLC 5/19/2008
do "court accountings" require an opinion? 5/15/2008
Form 5227 and Form 2439 5/2/2008
test 4/30/2008
GRAT Grantor Annuity Trust 4/29/2008
Form 5227 - Questions re: Charitable Unitrust 4/26/2008
Estate Tax Deduction on IRD Income 4/26/2008
Form 706 26 week Treasury Bills alternate valuation date 4/21/2008
legal support for minor through irrevocable trust 4/11/2008
loss on funding the bypass trust 3/22/2008
loss on sale of asset distributed from trust 3/17/2008
Irrevocable trusts and medical expenses 2/25/2008
Risk Premium on SCIN 2/14/2008
Form 5227/1041a 2/14/2008
Congressional Stimulus Plan (HR 5140) 2/11/2008
National Tax Training School 2/8/2008
fractional discounts on community property 2/7/2008
sale of dec'd mothers home 2/5/2008
QTIP Election - revoke? 1/28/2008
Charitable Remainder Unitrusts 2007 filing 1/23/2008
Publication 78 online search 1/18/2008
Discount for potential capt gain 1/15/2008
sale of asset in decedents trust 12/27/2007
Captive Insurance Co 12/14/2007
What happens when second spouse dies and exemption trust has not been funded? 12/7/2007
trust funding - allocation 12/7/2007
trouble posting 12/6/2007
Loss on sale of a residence after death 12/5/2007
Gift Splitting and Divorce 12/3/2007
sale of personal residence 11/15/2007
Funding bypass trust with portion of personal residence 11/11/2007
Form 8855 Election to treat qualified revocable trust as part of estate 11/1/2007
mortgage interest 10/30/2007
Foreign Exchane Rates 10/25/2007
Tranfer of CPA firm ownership interest 10/24/2007
s corporation 10/23/2007
real estate valuation 10/22/2007
Life Insurance with husband as trustee of family trust named as trustee 10/18/2007
QTIP question 10/17/2007
Defined benefit plans on 706 10/17/2007
Administrative Trust/Community Property 10/14/2007
Asset ownership change 10/11/2007
GST Tax for a predeceased relative 10/4/2007
Waiver of Accounting 10/3/2007
706 EXPENSES - Schedule J or L 8/20/2007
Clarification on IRA bequest 8/15/2007
Trust Beneficiary IRA's 8/14/2007
Appraisal for specific bequest of artwork 8/8/2007
IRA with Trust as Beneficiary 7/23/2007
Typical A B trust with most of the Assets in an IRA 7/19/2007
Death of 2nd Spouse Prior to Trust Funding 7/16/2007
Looking for CPA with both Probate Estate and Depletion background 7/10/2007
Sale of personal residence in an estate; basis calculation on first and final 1041 6/29/2007
Form 541, Confused on the exemption credits in final year. 6/28/2007
Realtors as Appraisers 6/27/2007
Trustee Expenses 6/27/2007
Retained Life Estate -- IRC 2036 6/25/2007
Basis adjustment for sale of property in estate 6/18/2007
A little help please. Jointly owned property 6/6/2007
Distribution of specific community property on first death 6/6/2007
separate property of surviving spouse in community property state 6/2/2007
estate tax "closing document" vs "closing letter" 5/30/2007
Taking expenses in a 706 where a QTIP trust is to be formed 5/17/2007
Contribution of Partnership Interest Holding Appreciated Property to a CRT 5/9/2007
Private Foundation controlled entity ownership 5/4/2007
Gift Tax or 1031 Exchange 4/23/2007
Admin. Trust Treated as an Estate and use an Off Year End (fiscal year end). EXTENSION??? 4/12/2007
mutistate california trust 4/11/2007
California Estimated Tax Payments 4/10/2007
sale of personal residence through admininistrative trust 3/27/2007
Buying out exemption trust 3/26/2007
unitrust allocation of real estate taxes 3/9/2007
Variable annuity in Exemption Trust 3/7/2007
california taxation of trust protectors 3/6/2007
Step up on gifted property 3/5/2007
Crummey Letters Not Done 2/26/2007
Merging A & B Trust 2/16/2007
Interest - Imputed or Effective 2/5/2007
Characterization of Trust 1/29/2007
Funding Bypass Trust with note 1/23/2007
missed mrd 1/20/2007
Buy-sell agreement in LLC funded by term life insurance 1/16/2007
CRT inclusion on 706 1/11/2007
706 administrative deduction for rental expenses? 1/4/2007
estate tax 1/4/2007
Using personal residence to fund Marital Trust in a Pecuniary Marital,Res. Bypass funding clause 12/19/2006
CP Interest in Joint Property 12/16/2006
CP Int Discount on Real Estate? 12/6/2006
Distribution from Irrevocable Trust 11/30/2006
Illiquid CRT 11/28/2006
1973 Estate Tax and Inheritance Tax Rates 11/20/2006
1973 Estate Tax and Inheritance Tax Rates 11/20/2006
Administrative Expenses on 1041 11/18/2006
Estate tax charitable deduction question 11/13/2006
Early Distribution From Bypass Trust ? 11/9/2006
Form 706 Schedule F 11/6/2006
distribution of trust property for re-fi 11/6/2006
706 Filing to Run Statute Of Limitations 11/2/2006
family trust as contingent beneficary 10/28/2006
Estimated income taxes for an estate with a fiscal year ending 10/25/2006
estate extension as deposit and not as payment 10/24/2006
706 on extension 10/23/2006
joint tenancy taint 10/16/2006
Transferring ownership in life insurance policies 10/5/2006
Form 8855 incomplete?? 10/4/2006
Trust for Grandchild in 1989 10/3/2006
CANADIAN INCOME TRUSTS WITHHOLDING 10/3/2006
Bond Premium Amortization 10/2/2006
Missed 2nd extension for 1041-A and Form 5227 9/21/2006
Conversion of Nondeductilbe IRA Contributions to a Roth IRA 9/14/2006
ownership question 9/8/2006
Can a trustee gift a QTIP Trust to its remaindermen? 9/6/2006
Defective QTIP Elections 8/21/2006
1041 trust income allocation 8/16/2006
Missed IRA minimum distribution - appropriate steps to remedy 7/27/2006
duplicate marital deduction? 7/12/2006
Form 1041 Depreciation 7/10/2006
Filing K-1's 6/30/2006
Joint Tenancy "For Convenience Only" for Married Couple 6/27/2006
CHARITABLE GIFT ANNUITY 5/26/2006
Termination of CRUT - undistributed capital gains 5/23/2006
credit on tax for prior transfers 5/17/2006
Fiduciary accounting 5/12/2006
Use of Probate Referee Values on 706 5/9/2006
Use Of Alternative Valuation Date Requires The Filing Of Form 706? 4/29/2006
QTIP 4/21/2006
Archive of old forum? 4/8/2006
Any file requirements for generation skipping transfers less than 1.5 million? 4/4/2006
Estate Form 1041 K-1 simple question: how to report income/deductions 3/31/2006
Removing Residence From Bypass 3/24/2006
capital gain distribution from B trust? 3/22/2006
Inherited tax exempt bonds 3/16/2006
6166 Election For Real Estate Rentals 3/10/2006
charitable distribution from administrative trust 3/9/2006
FAIR MARKET DATE OF DEATH VALUE OF REAL ESTATE 3/8/2006
joint tenancy, life estate, pecuniary bequests 3/6/2006
Basis Adjustment For Surviving Spouse? 3/4/2006
Distribution of stock held in Life Insurance Trust 3/3/2006
Partial Release of property reported on a 706 3/2/2006
Amended gift tax return amount to 706 3/1/2006
Financial Power of Attorney and "Living Trusts" 3/1/2006
Administrative Trust CA Apportionment 3/1/2006
Annuity rollover to special needs trust 2/22/2006
Aliens 2/22/2006
Charitable Remainder Unitrust filing requirements 2/21/2006
Estate/Probate-Attorney disappeared 2/17/2006
Gift valuations 2/6/2006
IRA Named to Trust 2/6/2006
reporting CRUT on 706 2/2/2006
Short sales prior to death 2/1/2006
Life Estate Interest 2/1/2006
Gift of asset held in Revocable Trust and Bypass Trust 1/25/2006
Asset step-up w/754 election 1/19/2006
basis step-up 1/19/2006
Family LLC Appraisal 1/18/2006
Administrative Trust 1/17/2006
Electing Small Business Trust 1/12/2006
Withholding on income distributions to Non-resident Aliens 1/11/2006
754 Election after 706 Audit 1/6/2006
6166 appealed as 6161 1/6/2006
Gift tax: gift of secured promissory note to charity 12/24/2005
Charitable Gift Annuity 12/21/2005
Estate Planning & Charitable Giving 12/21/2005
Estate transmission expenses 12/21/2005
Tax Basis in Liquidation of Gen'l Partnership Int. 12/21/2005
Form 8855 12/16/2005
Extension to Pay 12/16/2005
Steve Akers at November 9 meeting 12/16/2005
CRT income tax filing 12/16/2005
Discount on real property with mortgage 12/16/2005
New Forum Format 12/16/2005
Calfornia offically no longer requires filing ET-1 12/16/2005
Distributions to Remainderman 12/16/2005
Extension for trust electing to be treated as estate 12/16/2005
