Just because you believe something, doesn’t mean that everyone else will.
When designing these plans considerable thought needs to go into a few things. For instance, how long has the blended family been together? What about the marital home and how that will be handled? Are your clients communicating with their children? How can a trust help? First of all, trusts are an extremely effective tool to leave someone something now, with the asset ultimately being left to someone else. Secondly, you can put conditions on an inheritance from a trust. Watch this video for details these considerations and how a prenuptial agreement can help.
Agenda
Faculty
Craig W. Smalley, MST, EA
CWSEAPA®, PLLC
Craig W. Smalley, MST, EA, CWSEAPA®, PLLC
- CEO and co-founder of CWSEAPA®, PLLC, and Tax Crisis Center®, LLC
- Has been in practice since 1993
- Well versed in U.S. tax law and U.S. tax court cases; specializes in taxation, entity structuring and restructuring, corporations, partnerships and individual taxation, as well as representation before the IRS regarding negotiations, audits and appeals
- In his many years of practice, he has been exposed to a variety of businesses and has an excellent knowledge of most industries
- Has been a tax columnist for AccountingWEB, Accounting Today, CPA Practice Advisor, EA Journal, and has publish twelve books
- His articles have also been featured in the Chicago Tribune, New York Times, Yahoo Finance, Nasdaq, and several other newspapers, periodicals, and magazines
- Has been interviewed and been a featured guest on many radio shows and podcasts
- Has been admitted to practice before the Internal Revenue Service as an enrolled agent
- Currently seeking a Juris Doctorate degree
- Can be contacted at 844-CWSEAPA (844-297-3272), [email protected], www.cwseapa.com or on Twitter® @cwseapa
- Can be contacted at 844-CWSEAPA (844-297-3272), [email protected], www.cwseapa.com or on Twitter® @cwseapa
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