Welcome to my newsletter! I provide intermediate and advanced education on tax and estate planning issues for attorneys, CPAs, wealth advisors, trust officers, and other wealth transfer professionals. Free and paid subscription options are available.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 369 | Founded | 5 years ago | Last Issue | 7 days ago |
| Active | |||||
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Gift Tax - Examples and Explanations, Part 1
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Example 1: Exclusion of Political or Certain Charitable Transfers
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Example 2: Current Year Taxable Gifts
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Example 3: Direct Payments Exception - Medical and Tuition
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Example 4: Direct Payments Excep...
Advanced GST Tax: Administering Pecuniary Amounts
Table of Contents
Table of Contents
Gift Tax Return Myths: Early Termination of Form 4868 Extension?
ABOUT THE AUTHOR: Tim Harden is a CPA with Brady Martz, who works with estates, trusts, and individuals to provide tax saving strategies and compliance services. He has an extensive background in the field of trust, estate, and gift tax, in...
Divorce, Directed Trusts, Disposition of Company Stock, and Determination of Situs: A Devastating Combo?
Background
The spousal lifetime access trust (SLAT) is a planning tool that has grown in popularity over the last decade and a half for a variety of reasons, not the least of which is the ability of a grantor to indirectly benefit thro...
C and S Corporations for Estate Planners (and Trustees): QSBS Rollovers
Can an ounce of prevention avoid unnecessary gains?
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I am a "recovering" attorney. My focus is now providing high-quality estate planning and tax education to financial advisors, attorneys, trustees, CPAs, and their individual clients.
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