News & Analysis as of

Accounting Estate Planning

Allen Barron, Inc.

Integrated Professional Services Provide Stronger Business Outcomes

Allen Barron, Inc. on

How can integrated professional services provide stronger business outcomes for your business?  Why should you consider integrated legal, tax, accounting, and business advisory services, instead of relying upon the separate...more

Stark & Stark

Litigation Concerning an Executor’s Accounting

Stark & Stark on

As discussed in a previous blog, prior to an executor making distributions from an estate he/she must produce an accounting which the beneficiaries of an estate are entitled to review. Provided that the accounting is...more

Allen Barron, Inc.

How to Choose the Right Tax Attorney

Allen Barron, Inc. on

Are you searching for information on how to choose the right tax attorney? Are you a U.S. taxpayer who has a challenge with the IRS or a state tax agency? Are you facing an IRS or state tax audit? Are you an American...more

Stark & Stark

Addressing Issues with an Accounting by an Executor of an Estate

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Prior to the distribution of an estate by an executor to its beneficiaries, an executor must prepare an accounting which outlines the assets of an estate, its liabilities, and the expenses paid by an estate prior to actual...more

Allen Barron, Inc.

The Trend to Integrate Legal, Tax, Accounting, Business and Financial Advisory Services: the KPMG Arizona Gambit

Allen Barron, Inc. on

It has always been prudent to search for firms who can integrate legal, tax, accounting and business advisory services. While there are few such genuine providers across the United States they do exist, and the KPMG Arizona...more

Winstead PC

Who Has The Duty To Prepare An Accounting When The Trustee Dies Or Becomes Incapacitated?

Winstead PC on

Beneficiaries of trust can face a difficult situation when the trustee of their trust either dies or becomes incapacitated. They may have many questions about the trust, such as what assets are in the trust or should be in...more

Allen Barron, Inc.

The Value of Integrated Services in a Single Legal, Tax, Accounting and Business Advisory Partner

Allen Barron, Inc. on

What is the value of an integrated legal, tax, accounting and business advisory services in a single source provider? The three primary benefits of these valuable business partners are: The ability to solve complex...more

Faegre Drinker Biddle & Reath LLP

Indiana Court of Appeals Opinion Reminds Trustees to Be Transparent and Careful in Accountings

When more than $250,000 was missing from a final trust and estate accounting, a beneficiary objected. But the trial court approved the accounting and closed the estate. A unanimous panel of the Indiana Court of Appeals...more

Pullman & Comley, LLC

Alert: Five Things You Should Know About Connecticut’s New Uniform Power of Attorney Act

Pullman & Comley, LLC on

A Power of Attorney is an important estate planning tool that allows an individual (the “Agent”) to act on behalf of another person (the “Principal”) in financial and other matters without involving the probate court. A new...more

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