Posts by Kristina Schneider
Naming IRA Beneficiaries
By Robert S. Keebler, CPA, MST, AEP (Distinguished), CGMA Earlier this year, the IRS released PLR 201417027 in which it refused to extend the deadline to begin required minimum distributions (RMDs), for taxpayers who were not even aware that they were beneficiaries of a decedent’s retirement plan. Because of their seemingly innocent mistake, the missed…
Read MoreI Had a Successful Practice, Now What?
By Joseph J. Strazzeri, Esq. At industry conferences you hear it all the time. The first day is all about friends connecting and sharing their successes since they last saw each other. Over dinner and wine, or maybe the next day, you start to hear the challenges they are facing such as fewer clients, lower…
Read MoreEstate Analyst—Clark v. Rameker: No Bankruptcy Exemption for Inherited IRA
By Robert L. Moshman, Esq. It is not often that the Supreme Court provides a clear rule on any aspect of financial planning (or even graces our niche with a passing reference), so these occasions call for special attention. On June 12, 2014, the Supreme Court’s decision in Clark v. Rameker clarified that an inherited…
Read MoreThe 2014 Stanley Cup Champs Pass by UEP
We break the usual estate planning-related content of our blog to bring you some urgent and important news. Our beloved Los Angeles Kings and 2014 Stanley Cup Champions passed by our office earlier today during a parade through the South Bay. Our President, Phil Kavesh, captured this perfect photo opportunity of this momentous occasion. GO!…
Read MoreTop 10 Things Every Advisor Needs to Know About Inherited IRAs
By Michael J. Jones, CPA | Volume 2, Issue 6 (June 2014) In my practice, I’m seeing an increase in inherited Individual Retirement Accounts. That’s alerted me to an ever-increasing need for practitioners to review not only how IRAs fit into clients’ financial planning, but also to review and advise them properly regarding the beneficiary…
Read MoreRecent IRA Developments
By Robert S. Keebler, CPA, MST, AEP (Distinguished), CGMA | Volume 2, Issue 6 (June 2014) Individual Retirement Arrangements (IRAs) are one of the most popular retirement saving vehicles available today. Many of your clients, if not all, will have either (if not both) a Traditional IRA or a Roth IRA. The rules concerning IRAs…
Read MoreRecent IRA Developments
By Robert S. Keebler, CPA, MST, AEP (Distinguished), CGMA | Volume 2, Issue 6 (June 2014) Individual Retirement Arrangements (IRAs) are one of the most popular retirement saving vehicles available today. Many of your clients, if not all, will have either (if not both) a Traditional IRA or a Roth IRA. The rules concerning IRAs…
Read MoreThe Top 20 Seminar Marketing Mistakes People Make (Part 1 of 2)
By Philip J. Kavesh, J.D., LL.M. (Taxation), CFP®, ChFC, California State Bar Certified Specialist in Estate Planning, Trust & Probate Law | Volume 2, Issue 6 (June 2014) Marketing – – particularly seminar marketing – – has come up quite a bit in recent weeks. From those attending our May Ultimate Level event, to list…
Read MoreEstate Planning for the Middle Class: Overcoming Myths with Reality
By Matthew D. Blattmachr, CFP®, Trust Officer, Alaska Trust Company | Volume 2, Issue 5 (May 2014)Here are a few common misconceptions (or objections) people have about estate planning and trusts – – and how to overcome them. Myth #1: Estate Planning is only important for the very wealthy. Reality: Every client needs some kind…
Read MoreAnother Private Letter Ruling Approves NING Trust
By William D. Lipkind, J.D., LL.M. (Taxation) & Steven J. Oshins, J.D., AEP (Distinguished) | Volume 2, Issue 5 (May 2014) Taxpayers in high income tax jurisdictions with large unrealized capital gains or a regular stream of ordinary income from an investment portfolio have always wanted to find a way to eliminate or minimize their…
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