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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)
Inheritance not wanted  

npestate 1 341 4/24/2009 10:24:03 AM
Last Post By: Mary Kay Foss
Topic (New Replies)
706 Filing Requirements 2008  

TLynden 1 412 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 3 356 4/3/2009 12:59:03 PM
Last Post By: Anonymous
Topic (New Replies)
section 642 set aside deduction  

Anonymous 1 282 3/31/2009 1:46:25 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
Form 56  

lizf 1 385 3/28/2009 7:54:15 AM
Last Post By: Bill
Topic (New Replies)
amortization of bond premium  

Anonymous 1 722 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 1,092 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 1 383 2/18/2009 9:25:30 PM
Last Post By: John Jacobson
Topic (New Replies)
Help. IRS Tables  

Anonymous 3 414 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 0 938 2/2/2009 12:52:59 PM
Last Post By: Anonymous
Topic (New Replies)
unitrust amount includes capital gains for crt  

Anonymous 7 444 1/31/2009 3:24:45 PM
Last Post By: John R. Woodford
Topic (New Replies)
Amending the 706  
Amending for Interest Paid/Valuation Changes

Tracy B 2 484 1/28/2009 7:14:12 PM
Last Post By: Mary Kay Foss
Topic (New Replies)
CRUT Early Dissolution  

swojcpa 1 465 1/26/2009 8:19:52 PM
Last Post By: Allmon
Topic (New Replies)
Disclaimer of bypass trust  

Anonymous 1 457 1/17/2009 5:17:22 PM
Last Post By: Mary Kay Foss
Topic (No New Replies)
ID# Required on 706, Part5?  

hlcpa 2 858 1/16/2009 2:56:38 PM
Last Post By: hlcpa
Topic (New Replies)
"prompt assessment" executor's request for discharge under 2204  

Anonymous 5 737 1/13/2009 8:45:21 AM
Last Post By: Anonymous
Topic (New Replies)
Distributions- "properly paid or credited"  

npestate 1 441 1/9/2009 3:56:50 PM
Last Post By: John Jacobson
Topic (New Replies)
Defined Benefit Plan - Estate Taxes  

Anonymous 1 468 12/4/2008 2:26:53 PM
Last Post By: John Jacobson
Topic (New Replies)
Another question on a final bypass trust return  

swojcpa 5 885 12/2/2008 1:30:57 PM
Last Post By: John Jacobson
Topic (New Replies)
Joint Tenancy - Assumption of debt  

Anonymous 2 430 11/20/2008 4:32:07 PM
Last Post By: Mary Kay Foss

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