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Monthly Archives: July 2014
Changes in Estate Planning
The IRS recently reported the number of estate tax returns filed declined 87% from about 73,100 filed for decedents dying in 2003 to about 9,400 filed for decedents dying in 2012. This is due to the fact the gross estate … Continue reading
Posted in Estate and Gift Taxes
Tagged bypass trust, DSUE, estate planning, estate tax, executor, Form 706, IRS
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Certified QuickBooks Pro Advisor
I finally finished all of the continuing education and the final exam to become a certified QuickBooks Pro Advisor. I signed up for the program last summer and thought I would complete it quickly. The courses had no books associated … Continue reading
Lisa the Tax Lady 