How to Build and Manage an Estates Practice

Practical and Practice issues for Professionals who practice in the area of taxation. Moral, social and economic issues relating to taxes, including international issues, the U.S. Internal Revenue Code, state tax issues, etc. Not for "tax protestor" issues, which should be posted in the "tax protestor" forum above. The advice or opinion given herein should not be relied on for any purpose whatsoever. Also examines cookie-cutter deals that have no economic substance but exist only to generate losses, as marketed by everybody from solo practitioner tax lawyers to the major accounting firms.
Tax Man

How to Build and Manage an Estates Practice

Post by Tax Man »

Dan,

What are some of the other forms available in this book, aside from the Estate Planning Questionnaire, Estate Administration Schedule, and Will Execution Instructions?

Thank you.
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Tax Man

Re: How to Build and Manage an Estates Practice

Post by Tax Man »

I bought the book recently - it's very good, and I highly recommend it to anyone who practices in this area of law.
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