Seymour Goldberg: 3 books
Can You Trust Your Trust?
What You Need to Know about the Advantages and Disadvantages of Trusts and Trust Compliance Issues
Language: English
Release Date: June 7, 2015
A trust is frequently seen as the alter ego of a will. Trusts are often worthwhile but can be nightmares if improperly administered. As a result of the revamping of state trust laws in many states, trustees often find themselves with more questions than they were ever prepared for, without easily...
IRA Guide to IRS Compliance Issues
Including IRA Trust Violations
Language: English
Release Date: February 27, 2014
This essential guide outlines many of the mistakes that are made by IRA account holders from an IRS compliance point of view, understanding that it is quite easy for a taxpayer who has an IRA or inherits an IRA to fall into a tax trap and violate the IRA rules. The IRA Guide to IRS Compliance Issues...
Inherited IRAs
What Every Practitioner Must Know, 2017
Language: English
Release Date: August 1, 2017
In April 2016, the US Department of Labor issued a final fiduciary rule, which significantly affects advisors who render investment advice to Individual Retirement Account owners by expanding the “investment advice fiduciary” definition under the Employment Retirement Income Security Act of 1974...