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Portability Regulations Logo aicpa

  Free |   AICPA |   16 Jun 2015 |

In this podcast, Bob Keebler discusses the new portability regulations released by the IRS on June 12, 2015 and the importance of the CPA or estate planning attorney taking on the responsibility to file the Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return, to protect the client’s eligibility of the portability election.

Topics covered:
  • Personal financial planning: Technical: Estate planning: Portability, Foundational