Making a List and Checking it Twice: Year End Tax Planning for Estate Planning Clients

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As the winter holidays' festivities are ramping up, tax attorneys work harder than Santa's elves to be sure all the clients' affairs are wrapped up before the clock strikes midnigh t on the 31st. This quick legal review will help you make sure you're not missing any steps. Celebrate with an easy mind knowing you've overlooked nothing. Register today! Make certain each list of assets and all other records are current and accurate. Catch all the available deductions your clients are entitled to. Be sure your client doesn't get coal from the IRS this season - prevent RMD penalties. Stuff the stockings with last-minute gifts to make full use of the gift tax annual exclusion. Show more