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NEED MORE HELP IN DEALING WITH LARGE ESTATES (OVER $10 MILLION) WITH LARGE IMBEDDED CAPITAL GAINS BEFORE EXEMPTION IS REDUCED AND THERE IS A LOSS OF STEPPED UP COST BASIS....
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Outlined issues, but still very uncertain on outcomes
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Bob gives some very good ideas for further exploration. He is generous with his knowledge.
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Scary--the overreach of the Federal government
A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.