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Articles Estate and Trust Individual Tax

§529 Plan “Super Funding” – A Super Gift This Holiday Season!

‘Tis the season for gift giving! Having a hard time finding the right gift for loved ones? Would you like…

Alexander PisaniDecember 19, 2025

Estate and Trust Multimedia Tax Law Legislation

OBBBA and NonGrantor Trust Planning Webinar

Join WG Shareholder Lauren Landolfi, CPA, MST, WG Shareholder Len Nitti, CPA, MST, WG Principal Christine Pronek, CPA, MST, and…

WilkinGuttenplanSeptember 4, 2025

Estate and Trust Podcast

Estate Planning Essentials: What You Should Be Thinking About Now Part Two

In the powerful conclusion of our two-part series, expert Christine Pronek dives deeper into advanced estate planning tools that help…

WilkinGuttenplanMay 27, 2025

Estate and Trust Podcast

Estate Planning Essentials: What You Should Be Thinking About Now Part One

Join us for the first episode of our two-part series on trusts and estates, as expert Christine Pronek shares essential…

WilkinGuttenplanMay 14, 2025

Estate and Trust Multimedia

Estate Income Tax Elections Webinar with WG and Shenkman Law

WG Principal Christine G. Pronek, CPA,MST joined estate planning expert Martin Shenkman for an in-depth webinar on often-overlooked elections, deductions,…

WilkinGuttenplanMarch 10, 2025

Articles Estate and Trust Tax Services

The 65-Day Rule for Trusts and Estates and Its Interplay with Form 1041-T

The 65-Day Rule for Trusts and Estates and Its Interplay with Form 1041-T Are you the fiduciary of a complex…

Maureen JasperMarch 2, 2025

Articles Estate and Trust Tax Services

IRS Reduces the Burden of Estate Tax Basis Consistency Reporting

Long awaited relief from the Proposed Regulations issued in 2016 finally arrived in September 2024 via the Final Regulations for…

Christine PronekJanuary 9, 2025

Articles Estate and Trust Tax Services

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 PalentcharDecember 20, 2024

Articles Estate and Trust International Tax

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 ColonNovember 5, 2024

Articles Estate and Trust Tax Services

Federal Gift & Estate Tax Exemption and Annual Exclusion Updated for Inflation

As we are already more than halfway through January, there is no better time than the present to start planning…

Justin DekovicsJanuary 19, 2024