Harrison & Held Logo

Deducting Fees For Investment Advice

Journal of Passthrough Entities

Much discussion has been had since Estate of Strangi (“Strangi II”), on that mysterious section, 2036 (a) (2) of the Code, and its implications. But estate planners have been dealing with 2036 (a) (2) and trusteeship issues for a long time.

Read entire article here.