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  • Unless I'm misunderstanding your question, nothing needs to happen in regards to the trust(s) as a result of the trustor's death (other than notifying the custodian). Trust returns continue to be filed. A major purpose of a trust is to survive its...

  • Sorry to post again but Jack's post got me thinking.. It's along the same line of thought as my post; in many cases, a lot of our peers do what the client asks and no more. Showing kindness to loved ones after the death of a client is not just...

  • Did not mean any disrespect regarding the good advice given above. You just get a little loopy after a long day doing amendments and abatements, especially for international TP's. The feedback from this particular client is that their previous professional...

Main Street Practitioner

In this issue of Main Street Practitioner:

  • You Can’t Be Everything to Everyone
  • Domestic Production Activities Deduction - Planning and Practicality
  • 24 Tips for Passing the Enrolled Agent Exam the First Time – Part 1
  • 24 Tips for Passing the Enrolled Agent Exam the First Time - Part 2
  • Changes in Financial Reporting: The Simplification Initiative
  • How to Grow Your Firm the Easy Way
  • Despite a Messy Season, Professionals Close the Office on Time
  • May-June President's Message
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