Burdens

With continuing confusion about transfer tax repeal or reform, estate planners have at least one constant and true certainty: compliance. Recently, requirements have increased dramatically, adding to the growing burden of estate planners' duties and the cost to those whom they serve. Not only did the Internal Revenue Service issue Circular 230 and subsequent regulations, which require written tax

With continuing confusion about transfer tax repeal or reform, estate planners have at least one constant and true certainty: compliance. Recently, requirements have increased dramatically, adding to the growing burden of estate planners' duties — and the cost to those whom they serve. Not only did the Internal Revenue Service issue Circular 230 and subsequent regulations, which require written tax advice to be in a special format, but also the Pension Protection Act of 2006 (PPA) upped the

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