Executor

Reasons to Have a Will

By | 2017-07-10T09:35:16+00:00 May 18th, 2017|Change, Estate Planning, Executor, Gifts, Long-Term Care, Trust|

Vicki Beckey, CPA, CFF, CSEP and head of TD&T’s estate department, provides some thoughts on understanding estate and gift tax issues Most people have probably heard advice from someone that they should have a will.  When pressed for reasons why, those giving the advice may have trouble coming up with something more than, “for tax [...]

Estate Basis Reporting – Getting it Wrong Can Increase Your Taxes

By | 2017-04-24T09:26:53+00:00 March 1st, 2017|Advisory, Estate Planning, Executor, Gifts, TAX, Tax Services|

Vicki Beckey, CPA, CFF, CSEP and head of TD&T’s estate department, provides some thoughts on understanding estate and gift taxes. The Surface Transportation and Veterans Health Care Choice Improvement Act of 2015 requires consistent basis reporting between a decedent’s estate and the beneficiary who inherits property from a decedent. The IRS defines basis as [...]