Succession Planning

The Sudden Death Checklist

PTCFO Inc | January 18, 2021

There is no topic more challenging than one’s own death. Your proactive guidance will give your clients comfort and position you – and your firm......

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Tax Implications of Trusts Holding Interests in Pass-Through Entities

CPAdirectory | March 30, 2023

Trusts are popular vehicles for estate planning, allowing individuals to pass on assets to their heirs while maintaining control over how those assets are distributed.......

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501(c)(4) Organizations: A Powerful Alternative for Long-Term Impact Donors

CPAdirectory | April 07, 2023

For high net-worth donors looking to make a lasting impact, finding the right charitable vehicle can be crucial. While charitable foundations often come to mind,......

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