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Estate Planning Expand / Collapse
This discussion forum is supported by the CalCPA Estate Planning Committee and the Los Angeles Chapter Estate Planning Committee

Disclaimer for Estate Planning Forum
The Estate Planning Forum is provided as a general informational source. Information provided is general in nature and is not intended to constitute tax, legal or other professional advice in any particular matter. Information provided in this Forum is provided as a resource to estate planning professionals who shall independently verify any information provided. The responses provided herein are not intended to be used by an end user, and responses in this Forum do not create a CPA-client, attorney-client, or other professional-client relationship.
All persons posting questions or answers on this forum represent that they are estate planning professionals.
The responses are intended for informational purposes only,and are not intended as tax, legal or other advice. The responses are not intended to provide an exhaustive explanation of the law and its many exceptions.


Need help posting to the forum? Please refer to the FAQpages.
Archived posts can be found hereand here.

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Estate Planning Expand / Collapse
TitleStarted ByRepliesViewsLast Post
Topic (New Replies)
Unfunded Bypass trust  

Anonymous 5 46 10/2/2008 9:08:15 PM
Last Post By: John Jacobson
Topic (New Replies)
Loaning/Gifting Money  
Gifted Interest still taxable?

hlcpa 0 12 10/2/2008 3:04:00 PM
Last Post By: hlcpa
Topic (New Replies)
form 56  

Anonymous 2 139 9/30/2008 11:50:18 AM
Last Post By: Anonymous
Topic (New Replies)
Looking for IRS Publication 904 (out of print)  

Anonymous 4 183 9/23/2008 5:05:26 PM
Last Post By: Anonymous
Topic (New Replies)
Qualified Disclaimers - Example  

Anonymous 1 114 9/9/2008 11:09:52 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
Jointly held US savings bonds  

Anonymous 1 53 9/3/2008 2:56:24 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Form 706 Presentation  

awombat 0 48 9/3/2008 10:45:20 AM
Last Post By: awombat
Topic (New Replies)
Sale of Residence within Estate  

lisa 2 90 8/27/2008 1:44:09 PM
Last Post By: Bill
Topic (New Replies)
Royalties - 706 and Future Income  

hlcpa 0 83 8/21/2008 6:03:18 PM
Last Post By: hlcpa
Topic (New Replies)
Forgotten step-up in basis: any way to recover lost depreciation?  
1st death, rental property

Anonymous 4 136 8/21/2008 10:44:56 AM
Last Post By: Anonymous
Topic (New Replies)
association fees on vacant land  

Anonymous 2 112 8/15/2008 2:08:48 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Waiver of account  
What is this?

Anonymous 1 103 8/15/2008 2:03:55 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Social Security benefits for the month that the recipient died  

Anonymous 3 71 8/14/2008 12:49:52 PM
Last Post By: Anonymous
Topic (New Replies)
National Tax Training School  

Tiffany Pillsbury 4 311 8/11/2008 9:28:03 PM
Last Post By: Anonymous
Topic (New Replies)
Estate with house and huge retirement plan  

Anonymous 5 198 7/19/2008 3:51:38 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
valuing oil leases on an estate tax return  

Anonymous 0 110 7/17/2008 10:02:08 AM
Last Post By: Anonymous
Topic (New Replies)
Franchise Tax Board notices regarding fiduciary fees and professional fees on 541  

Anonymous 2 185 7/10/2008 4:38:51 PM
Last Post By: Allmon
Topic (New Replies)
Crossed Estimate Payments  

John Jacobson 2 209 7/10/2008 4:35:18 PM
Last Post By: Allmon
Topic (New Replies)
Form 5227 and Form 2439  
How to handle withheld income taxes

Anonymous 5 286 7/1/2008 3:43:06 PM
Last Post By: Anonymous
Topic (New Replies)
Final 1041 and carryover of foreign tax credits  

Anonymous 1 182 6/30/2008 8:25:04 PM
Last Post By: Mary Kay Foss

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