Many estate planners recommend that clients create trusts for various reasons, but problems can arise when the trustee is a family member who has no experience regarding the responsibilities of a trustee. |
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| | | | Top Stories | | What CPAs Should Know About Trusts | by SEYMOUR GOLDBERG | | Many estate planners recommend that clients create trusts for various reasons, but problems can arise when the trustee is a family member who has no experience regarding the responsibilities of a trustee. READ MORE » |
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| | Philanthropic Clients Need Help during Tax Season | by KEN NOPAR | | Most clients who utilize accounting firms to prepare their tax returns make charitable contributions. Many do so in a tax-efficient manner by donating appreciated securities directly to charities or utilizing donor-advised funds through which they make their grants. READ MORE » |
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| | | | | | | | | | | | | | | Cetera Launches Client Analysis Tool | by DANIEL HOOD | | Broker-dealer network Cetera Financial Group has launched a new tool called RightBridge that aims to help tax and accounting professionals uncover new opportunities with their financial planning clients. READ MORE » |
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