If your client has significant U.S. assets, research the applicable federal and state laws when it comes to closing the estate, as well as any special tax planning your client needs to be aware of (children are U.S. citizens, client is a dual U.S.-Canadian citizen). Present your research to your client, suggesting he speak with a tax accountant as well as his executor.
If something looks off, double-check your slip
Be sure to comply with new designation rules
Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our...
How parents can file to benefit from a suite of tax advantages
Help clients get the maximum benefit from these accounts
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Report finds the technology is being used to segment clients and generate insights