Guiding Heirs

Two women talkingThey may not see the possible tax ramifications, but you can.

By Ed Mendlowitz
The CPA Trendlines Practice Doctor

Inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.

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Most times accountants are not the first ones clients call. Usually the attorney is the first person and then a financial planner. We get involved after the fact to “record” the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.