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Deferred Sales Trust – A Tax Plan Or A Product ? A Bit Of Both

Deferred Sales Trust – A Tax Plan Or A Product ? A Bit Of Both

Originally published on Forbes.com. Deferred Sales Trust  (DST) looks like a tax concept. Arguably, it is, but that’s not all.  DST Deferred Sales Trust is a  term for which the Estate Planning Team claims a common law trademark, not something you will find in...
Horse Breeders V IRS: Even The Losers Win

Horse Breeders V IRS: Even The Losers Win

Originally published on Forbes.com. “Don’t go into the horse breeding business”  That is good advice.  You might modify it to something like ” Go into horse breeding to follow your bliss, but don’t expect to make money at it .  The way to...

Tax Season Therapy The Tweets Of Andrea Carr CPA

Do you think it’s a coincidence that Girl Scout cookies are sold during tax season? I think not . –  Andrea Carr CPA The tweeting of Andrea Carr CPA was one of the high points of this tax season, my fortieth and last.  I’m not done yet.  As hobbits...