Skip to main content
search
Navigating Year-End Gifting & Estate and Trust Considerations
Estate and TrustMultimediaWG Podcast

Navigating Year-End Gifting & Estate and Trust Considerations

By  December 8, 2023 January 3rd, 2024 No Comments

Join Partner Brian Geissler and host Chris Frederick as they discuss year-end gifting and planning for estates and trusts.

Listen to The Balance Sheet Breakdown
Navigating Year-End Gifting & Estate and Trust Considerations

Questions? Ask a WG Advisor

Related Posts

ArticlesEstate and TrustTax Services Estate Planning…Now…or Later?

Estate Planning…Now…or Later?

As we approach the end of the year, it is never too early to start planning your gifting for 2025.…
Robert Palentchar
Robert PalentcharDecember 20, 2024
Client Accounting Advisory ServicesEmerging EntrepreneursFamily Office ServicesLife Sciences & PharmaMultimediaProfessional PracticesTechnologyWG Podcast Year-End Accounting Considerations

Year-End Accounting Considerations

Join host Chris Frederick and manager Juan Arana as they discuss the actions businesses can take now to ensure a strong finish to the…
WilkinGuttenplan
WilkinGuttenplanNovember 6, 2024
ArticlesEstate and TrustInternational Tax The IRS Halts Automatic Penalties Related to Forms 3520 and 3520-A

The IRS Halts Automatic Penalties Related to Forms 3520 and 3520-A

What are Forms 3520 and 3520-A?  Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain…
Franchelly Diaz Colon
Franchelly Diaz ColonNovember 5, 2024
Brian Geissler
More posts by Brian Geissler
Close Menu