Law Offices of Connie Yi, P.C.
Estate Planning & Real Estate Law | Attorney & CPA | Pleasanton, CA
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Tag Archives: trust package

Timely Tax-Filing Topics: Divorce, 1099 Forms, Brokerage Accounts, Living Trusts, Elder Abuse

Posted on February 8, 2012 by Staff

As we head into the heart of the tax-filing season, we have received many questions about a wide variety of related topics. Because we are so focused on taking care of clients during the work-week, we usually try to answer … Continue reading →

Posted in Estate Planning, Filing Your Tax Return, Income Tax, Offshore Bank Account, Radio Show: Wealth Preservation and You, Tax Law, Tax Return Preparation, Trust Administration | Tagged $399, 1099 Forms, Brokerage Accounts, capital gains, cost basis, CP-2000, Divorce, Elder Abuse, estate plan trustee, Estate Planning, fiduciary responsibility, financial planner, foreign bank account, Form 1099, home equity line of credit, home improvement program, IRS, KDOW, living trusts, medical qualification program, multiple beneficiaries, non-licensed contractors, self dealing, tax filing, trust mill, trust package, Wealth Preservation and You | Leave a comment
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