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 | 353 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | |||||
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griffinbridgers.substack.comLatest Issues
C and S Corporations for Estate Planners: Transfers of QSBS at Death
Exploring the intersection of various basis rules
Table of Contents
Estate Plan Funding Revisited, Part 1
Table of Contents
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Background
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Funding, in a Nutshell
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Phase 1 Retitling
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Presenting the Retitling Plan
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What’s Next
Background
An article series last year explored some of the conceptual issues that sur...
Business Entities for Estate Planners: Tax Status
Table of Contents
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Where We Left Off
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Tax Forms of Entity
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Check-The-Box - Defaults and Options
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Pass-Through Taxation, at a High Level
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Conclusion
Where We Left Off
In the last article in this series, w...
Grantor Trusts and S Corporations: A Tortured Combo
Deciphering varying elections against the grantor trust rules
Table of Contents
Community Property and Partnerships: Some Basics
Table of Contents
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Background
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Filing Election under Rev. Proc. 2002-69
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Basis Adjustments, and Rev. Rul. 79-124
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Conclusion, and What’s Next
Background
Typically, when two or more persons own a business enti...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for State of Estates.
| Subscribers | Engagement | 72 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
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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