About Casa Dorinda
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professional friends. The GiftLaw services are made available to all advisors as a free service. We are available to assist in helping you provide clients with clear and understandable gift illustrations.
Decedents established an irrevocable Trust for the benefit of their grandchildren. In the terms of Trust, a separate trust is established for each of the donor's grandchildren. Decedents made...
Many professional advisors have clients who are real estate investors. Over the years, these investors have purchased and sold properties under Sec. 1031 to defer recognition of capital gains. Over...