Tool can turn tax planners into heroes

05/15/2009 | Financial Planning

Estate planner Martin Shenkman, CPA, MBA, PFS, J.D., explains how correctly applying the alternate valuation date on estate assets can transform a financial planner into a hero in the eyes of clients. Shenkman cautions, however, that there are many nuances and situations that must be considered when using this technique. He covers the rules and potential complications. "To use the alternate valuation date effectively, you must make financial and tax projections and coordinate investment and distribution decisions," Shenkman writes.

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