The Rising Star EST

This session will review recent cases, rulings and legislation in the area of estate, gift and generation-skipping tax. How those new rules impact estate planning approaches will also be discussed…

After much delay and anticipation, Treasury has finally promulgated the proposed regulations to implement the SECURE Act. It includes many refinements to the post-mortem distribution rules. Reviewing beneficiary designations and otherwise updating estate plans will be necessary…

The failure to pass significant partisan legislation 2021 surprised us all. However, the Democrats remain likely to capture the moment. They last controlled the House, Senate and the Presidency in 2009-2010 and 1993-1995 before that…

The current generation-skipping transfer tax has been a part of our transfer tax system for over 30 years and yet it is still a topic that confounds many advisers. Each taxpayer may allocate GST exemption to gifts made during life or at death…

From basics to the latest wrinkles…

Entrepreneurs have a unique set of estate and income tax problems, most of which are interrelated and require a planner who is well versed in both…

A well-drafted trust can provide enhanced estate, creditor and divorce protection. Many of our clients have inferior trusts. This presentation will outline how to modify irrevocable trusts through the use of decanting, non-judicial settlement agreements and powers of appointment…

AICPA advocates for good tax policy, including on trust, estate, and gift tax issues. This session will cover the many developments and projects the TRP is advocating for in the estate and trust area. Contacts with Treasury, IRS, and Congress are emphasized…

Private Equity and Opportunity Zone fund managers typically receive a special equity interest in the fund commonly referred to as a "carried" or "profits interest", as incentive compensation for managing the fund…

The world is more virtual than ever and the millennial and GenZ generations want to connect and trust the experts in their life they hire. Video content is prevalent with Instagram, youtube, and tiktok being the top places these generations consume content…

When it comes to engaging a team, there are four words, that although simple, can have a tremendous impact. Those words are "What do you think?". These words, when said with an authentic desire to hear their answer, can break down barriers, unite a team and move your organization forward, faster…

When we develop the following six habits we will form an interlocking pyramid of integrated habits. In some hands on focus exercises and role playing we will focus on caring skills, process-oriented habits, and trust and roles…

In this session we outline the foundational pieces that need to be in put place to turn your current culture into a competitive advantage for your organization…

Live from ENGAGE! The AICPA Town Hall Series is a high-impact news broadcast that delivers accounting and finance professionals with the latest analysis, insights and practical guidance to help them understand and respond to the most pressing issues facing the profession…

The pace of change continues to quicken, as demonstrated most acutely over the last few months. Accounting and finance professionals are once again leading in uncertainty, committing to growth while assuring trust, integrity and recovery…

Join Bill Pirolli as he explores best practices for increasing your Firm’s profitability….working smarter, not harder…