esmith
Tax Planning For Families Supporting Multiple Generations
Explores tax questions around gifts, education support, elder care, family businesses, trusts, and documentation
Tax Questions To Ask After Receiving An Inheritance
Client-facing guide to documents, basis, income, retirement accounts, trusts, and advisor coordination after an inheritance
Estate And Trust Tax Coordination: What A CPA Can Help With: Planning Questions To Review
Explains CPA coordination around trust returns, estate-related tax filings, beneficiary reporting, and working with attorneys
Tax Considerations For Inherited Assets
Covers basis, income, estate documents, beneficiary records, and why inherited assets can create tax questions before sale or distribution
Tax Planning For Donor-Advised Funds
Explains how donor-advised funds can fit into charitable giving and tax planning, without implying investment advice
Charitable Giving Tax Strategies For High-Income Taxpayers
Introduces donor-advised funds, appreciated assets, bunching deductions, qualified charitable distributions, and documentation
Roth Conversion Tax Questions To Review With Your CPA
Explains why Roth conversion decisions depend on income, tax brackets, retirement timing, estate goals, and cash flow
Tax Planning For Retirement Account Distributions
Covers timing, required distributions, beneficiary issues, withholding, charitable distributions, and coordination with broader tax planning
When Back Taxes Affect Business Decisions
Discusses how unresolved tax issues can affect financing, payroll, business sales, and owner planning. Guidance from Eric S. Smith, CPA, PLLC for complex t.
Non-Filed Tax Returns: How To Start Getting Current
Explains the importance of filing history, transcript review, records reconstruction, and a step-by-step path toward compliance