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3 estate planning topics to consider in the new year

  • January 7, 2019

Advisers should help clients review their lifetime gifting strategies and determine whether family limited partnerships that have been created in the past are still necessary. It's also important to review assets that have been contributed to grantor retained annuity trusts.

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CAMICO Tip of the Month: Indemnification - understand your risks

  • December 3, 2018

CPA firms are experiencing an uptick with clients trying to embed indemnification and/or hold harmless clauses in various agreements with the firms. Many of the clauses are inappropriate for CPA services or are overly broad, even to the point of shifting all liability to the CPA firms. Here are some considerations before agreeing to any such clauses.

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