8/29/2013

The American Taxpayer Relief Act enacted earlier this year brings with it a need for CPAs and their clients to shift focus from estate tax planning to estate planning. In this blog post, Susan M. Tillery, CPA/PFS, president and CEO of Paraklete Financial, explores the use of the Intentionally Defective Grantor Trust as one viable strategy under the new tax law. The CPA's Guide to Financial and Estate Planning can help you navigate changes in estate planning in the post-ATRA environment.

Full Story:
AICPA Insights

Related Summaries