Tag Archives: CPA

Should a CPA be an Estate Trustee for a Client?

We recently encountered a situation in which a successful businessman, who had accumulated significant wealth during his career, felt he was a danger to himself, because he was an alcoholic and he had a couple of car crashes while driving … Continue reading

Posted in Asset Protection, California Trust Law, Estate Planning, Trust Administration, Trusts & Estates | Tagged , , , , , , , , , , , , | Leave a comment

What To Do With Your Underwater House: Options Include Loan Modification, HARP, Short Sale, Foreclosure

We have written before about the current situation across the country in which so many homeowners have mortgages that are underwater. The coming tsunami of foreclosures on distressed properties is bound to have an impact on the slowly recovering real estate market. … Continue reading

Posted in Distressed Property, Loan Modification, Residential Real Estate, Short Sale | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

How to Select a Good Tax Preparer to Help You File Your 2011 Tax Return

We do not normally recommend that you should find a new tax preparer, unless you want to upgrade from unpaid assistance to an experienced professional. The primary reason to maintain a relationship with a tax preparer is that the longer one person prepares your annual … Continue reading

Posted in Accounting Services, Filing Your Tax Return, Income Tax, Tax Return Preparation | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Plan For Your Pet’s Future With A Trust for Companion Animal

We have recently written about estate planning and business succession planning, but one question about planning for the future we have not answered, and which is being asked with ever-increasing frequency by individuals and families, is: What becomes of your … Continue reading

Posted in Estate Planning, Trusts & Estates | Tagged , , , , , , , , , , , , , , , , , , , , , , | 2 Comments