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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)
Court Accounting Preparation Software...Does it exist?  

Susan Woods 6 310 7/30/2009 9:17:06 AM
Last Post By: Allmon
Topic (New Replies)
living trust as LLC member  
husband and wife

Allmon 3 183 7/30/2009 9:08:13 AM
Last Post By: Allmon
Topic (New Replies)
Gift Tax - Community Propert  

hlcpa 2 117 7/30/2009 9:02:42 AM
Last Post By: Allmon
Topic (New Replies)
Intentionally Defective Grantor Trusts - Initial sale  

Mike Hagedorn 1 150 7/24/2009 7:18:46 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Gift Tax Unlimited Education exemption  

DAVID HALE 3 133 7/16/2009 8:31:26 AM
Last Post By: Anonymous
Topic (New Replies)
1031 exchange straddling death  

Anonymous 2 144 7/13/2009 2:50:11 PM
Last Post By: Mike Hagedorn
Topic (New Replies)
Property sold in 1031 exchange shortly after death of taxpayer  

Mike Hagedorn 4 179 7/1/2009 9:01:08 AM
Last Post By: Mike Hagedorn
Topic (New Replies)
Administrative Expenses on Form 706  

HWilliams 1 722 6/1/2009 9:32:07 PM
Last Post By: John Jacobson
Topic (New Replies)
Non-resident CA estate tax return due?  

HWilliams 4 278 5/22/2009 2:34:49 PM
Last Post By: HWilliams
Topic (New Replies)
Gift, where mother pays son's health insurance  

Anonymous 1 171 5/7/2009 9:44:07 AM
Last Post By: Anonymous
Topic (New Replies)
Inheritance not wanted  

npestate 1 275 4/24/2009 10:24:03 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
706 Filing Requirements 2008  

TLynden 1 349 4/8/2009 11:00:56 AM
Last Post By: John Jacobson
Topic (New Replies)
Fiduciary T/R - Passive vs. Non-Passive Farm Activity Losses  

Anonymous 3 282 4/3/2009 12:59:03 PM
Last Post By: Anonymous
Topic (New Replies)
section 642 set aside deduction  

Anonymous 1 228 3/31/2009 1:46:25 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Form 56  

lizf 1 320 3/28/2009 7:54:15 AM
Last Post By: Bill
Topic (New Replies)
amortization of bond premium  

Anonymous 1 584 3/6/2009 3:44:51 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Form 1041 for a Decedent's Estate  
Taxation of income to Estate or Beneficiaries

Anonymous 1 825 2/20/2009 2:24:03 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Inclusion of irrevocable trust in grantor's estate  

Elliot Shell 1 326 2/18/2009 9:25:30 PM
Last Post By: John Jacobson
Topic (New Replies)
Help. IRS Tables  

Anonymous 3 355 2/12/2009 2:12:01 PM
Last Post By: Anonymous
Topic (New Replies)
FYI - Starting with 2008 returns, you no longer have to file Form 541-A for split interest trusts  

Anonymous 0 688 2/2/2009 12:52:59 PM
Last Post By: Anonymous

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