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Browse Foss, Mary Kay

1-13 out of 13 article(s)
Title Type Date Words
It Ain't Easy. Nov 1, 2020 1234
A 'FINAL' RETURN: Income Tax Planning for a Client's Passing. Mar 1, 2019 1532
Did You Know...? Estate Planning Facts for You and Your Clients. Jun 1, 2018 1506
Back to school: following the PATH for higher education funding. Mar 1, 2016 1624
Shifting focus: estate planning transformed. Mar 1, 2014 1359
What to trust: update on portability and trust strategies. Aug 1, 2013 1691
The year of the gift tax: now is the time to lock in estate tax savings. Aug 1, 2012 1782
The magic age: planning for life after age 70.5. Jan 1, 2012 1534
Certain uncertainty: what is happening to estate and gift taxes? Column May 1, 2011 1483
Breaking up: income tax aspects of retirement plan divisions. Sep 1, 2009 1807
New IRA trust rulings: IRS making it difficult to use "separate share" trusts. Aug 1, 2003 1350
The opportunity that wasn't. (Federal Taxes). Brief Article Jun 1, 2002 767
The Bypass Trust: Using Disclaimers to Manage Large IRA Balances. Dec 1, 2001 1234

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