John Oakey - Profile and Journalist Details
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John Oakey
Verified
Podcast Host, Hurrdat
Omaha
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Content
By Cathy Wong, Linda Lucas, John Oakey, Mark Sherritt| bccpa.ca@ While the death of a taxpayer invariably causes stress for those they leave behind, proactive planning can at least help to minimize the tax burden. With that in mind, this article provides a brief overview of the tax consequences on death, outlines planning opportunities and strategies for simple and complex estates, and discusses certain proposals still in limbo. Note: This article only addresses the tax implications for individuals and not for life interest trusts.
By Linda Lucas, John Oakey, Tammy Robertson, CPABC Bylaws| bccpa.ca@ The question of when to report—or self-report—the conduct of a CPA or candidate to CPABC remains one of the most common questions we receive. Accordingly, we’ve prepared this refresher article1 to remind registrants2 of the appropriate actions that should be taken when dealing with various ethical issues.
By Cathy Wong, Linda Lucas, John Oakey, Mark Sherritt| bccpa.ca@ While the death of a taxpayer invariably causes stress for those they leave behind, proactive planning can at least help to minimize the tax burden. With that in mind, this article provides a brief overview of the tax consequences on death, outlines planning opportunities and strategies for simple and complex estates, and discusses certain proposals still in limbo. Note: This article only addresses the tax implications for individuals and not for life interest trusts.
Company Info
Omaha, United States