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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)
Waiver of account  
What is this?

Anonymous 1 178 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 3 110 8/14/2008 12:49:52 PM
Last Post By: Anonymous
Topic (New Replies)
National Tax Training School  

Tiffany Pillsbury 4 372 8/11/2008 9:28:03 PM
Last Post By: Anonymous
Topic (New Replies)
Estate with house and huge retirement plan  

Anonymous 5 242 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 0 169 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 2 220 7/10/2008 4:38:51 PM
Last Post By: Allmon
Topic (New Replies)
Crossed Estimate Payments  

John Jacobson 2 282 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 5 323 7/1/2008 3:43:06 PM
Last Post By: Anonymous
Topic (New Replies)
Final 1041 and carryover of foreign tax credits  

Anonymous 1 261 6/30/2008 8:25:04 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Trust's residence interest deduction  

Anonymous 8 302 6/17/2008 4:49:28 PM
Last Post By: John Jacobson
Topic (New Replies)
UBTI and a Charitable Remainder Trust  

richkeene 1 247 5/21/2008 4:21:19 PM
Last Post By: Anonymous
Topic (New Replies)
do "court accountings" require an opinion?  
we want to stay out of peer review...

Allmon 5 324 5/20/2008 4:50:14 PM
Last Post By: Bill
Topic (New Replies)
Valuation of Stocks and Bonds held in LLC  

Anonymous 2 276 5/20/2008 12:13:55 PM
Last Post By: Anonymous
Topic (New Replies)
Risk Premium on SCIN  
Calculation of risk premium when note has different payment frequencies

CMSD108 2 408 5/15/2008 3:53:54 PM
Last Post By: Allmon
Topic (New Replies)
fractional discounts on community property  

Anonymous 5 378 5/9/2008 11:18:02 AM
Last Post By: Anonymous
Topic (New Replies)
GRAT Grantor Annuity Trust  
Distributions

Anonymous 2 221 5/9/2008 11:05:28 AM
Last Post By: Anonymous
Topic (New Replies)
Estate Tax Deduction on IRD Income  

Anonymous 3 341 5/7/2008 1:38:52 PM
Last Post By: Anonymous
Topic (New Replies)
test  
test

Larkin 0 237 4/30/2008 8:12:39 AM
Last Post By: Larkin
Topic (New Replies)
Form 5227 - Questions re: Charitable Unitrust  

johnt 1 242 4/29/2008 6:33:18 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Form 706 26 week Treasury Bills alternate valuation date  

susancarlisle 1 421 4/22/2008 2:33:02 PM
Last Post By: Mary Kay Foss

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