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Taxing Emotions: Death, Section 754 Elections and Serving the Client Logo aicpa

  Adam Junkroski |   Free |   AICPA |   22 Aug 2016 |   AICPA Insights

Settling an estate is difficult in the midst of mourning. Careful planning and a detailed explanation of your clients' wishes are a must if you want to save their loved ones additional suffering. This blog post provides some simple steps to reduce the confusion and increase the efficiency of executing a will or trust.

Topics covered:
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Foundational