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Your search keyword '"Foss, Mary"' showing total 7 results
Start Over Author "Foss, Mary" Topic income tax
7 results on '"Foss, Mary"'

1. A 'FINAL' RETURN: Income Tax Planning for a Client's Passing

Author

Foss, Mary Kay

Subjects
Tax planning, Income tax, Tax administration, Accountants, Banking, finance and accounting industries, Business
Abstract

When a client passes away, CPAs aren't always informed soon enough to do some planning, but there are some opportunities we can share with the family before that time comes. [...]

Published
2019

2. It Ain't Easy

Author

Foss, Mary Kay

Subjects
United States. Supreme Court -- Tax policy, Tax law, Fiduciary duties, Income tax, Trusts and trustees, Tax law, Banking, finance and accounting industries, Business
Abstract

How States Treat the Taxation of Trusts trUStS are taxed by a state based on residency, determined by either: 1. Contact with the decedent; 2. Contact with the trust grantor; [...]

Published
2020

3. Breaking up: income tax aspects of retirement plan divisions

Author

Foss, Mary Kay

Subjects
Retirement income, Divorce, Income tax, Tax law, Tax law, Banking, finance and accounting industries, Business
Abstract

the family home and retirement plans are often the two largest assets a couple getting divorced must divide. The general rule is that there are no income tax consequences when [...]

Published
2009

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