It is estimated that over 120,000,000 Americans do not have up-to-date estate plans and long term financial strategies to protect themselves or their families in the event of sickness, accidents, or untimely death.
Portability has been trumpeted by some in the media as one of the most significant estate planning benefits of The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 ("TRUIRJCA"), Sections 302(a)(1) and 303(a). Practitioners know otherwise. But knowing is not enough. Portability creates a number of significant malpractice risks which practitioners may be best advised to guard themselves against.
Bob Keebler, CPA, partner with Keebler & Associates, LLP, joins John Hancock's Randy Zipse, JD, CPA, to discuss the malpractice risks confronting practitioners when dealing with the portability election that permits the surviving spouse to use a decedent's unused exclusion amount.
JHAM Radio: Portability with Bob Keebler (October 25, 2011)
Showing posts with label Unemployment Insurance Reauthorization. Show all posts
Showing posts with label Unemployment Insurance Reauthorization. Show all posts
Thursday, November 10, 2011
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