This second installment of an annual update on trust, estate, and gift taxation covers gift and generation-skipping transfer taxation plus inflation adjustments and legislative proposals in the president’s proposed budget for fiscal 2024.
Jeffrey C. LeSage, Partner, Chief Talent Officer, Cerity Partners, discusses how the role of the tax adviser has changed over the past decade.
AICPA members in tax practice assess how their return preparation software performed during tax season and offer insights into their procedures.
