OUR LATEST POSTS

tax report
NEW AND EXPANDED TRUST REPORTING: It’s Here! (part 2)
Please see the first part in our previous post. STEP 1: Does a bare trust arrangement exist?  To determine if a bare trust arrangement exists, the following question should be asked:  Is the person on...
tax
NEW AND EXPANDED TRUST REPORTING: It’s Here! (part 1)
New rules aimed at providing more transparency on beneficial ownership of assets now require that more trusts (and estates) file tax returns. These changes will catch many individuals and businesses that...