It is not uncommon for a trust to have been created for a surviving spouse under a Will or revocable trust, in order to keep the assets in that trust out of the surviving spouse’s estate for estate tax purposes, when the...more
On January 10th, 11th and 18th our tax attorneys ?hosted a "CPA Shoptalk" seminar in ?Portland, Vancouver and Bend. Below are ?some key takeaways to consider... 1. Partnership Audit Rules Post-TEFRA - The Balanced...more