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Gift Planning Officer Responsibilities: Implement strategies and ... promote planned giving vehicles (real estate, unitrusts, annuity trusts, bequests, life ... life insurance, etc), convey the tax advantages and describe how..
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Tax Staff - 2021 The candidate ... candidate will prepare individual, trust, estate, partnership and corporate tax returns. May assist clients by ... providing a full spectrum of tax services..
Estate Planning Attorney The candidate will be responsible ... prepare explanatory memoranda for various estate, gift, and generation skipping planning issues. Review legal documentation for ... for accuracy and conformity..
... seeks an experienced Of Counsel Attorney specializing in Estate Planning in Kansas City, KS. The ... high-net-worth individuals to develop comprehensive estate plans, including wealth shift and ... and..
... including discretionary distributions, document interpretation, tax preparation and compliance, and account ... Wealth Advisors, their clients and estate planning professionals. Assist in the coordination ... the client's overall investment,..
Tax Associate - Fall 2021 Duties: ... Associate - Fall 2021 Duties: Tax consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting .....
... ranging from investment strategies, retirement planning, education savings, tax strategies, estate planning, insurance strategies, and more. Expected ... client including investment management, retirement planning, education planning, tax and accounting..
Tax Director - Industry Professional The ... Assist clients with meeting their tax and financial planning objectives by using a range ... tools (including wealth transfer and estate planning). Manage..
... seeks an experienced Of Counsel Attorney specializing in Estate Planning in Wichita, KS. The role ... high-net-worth individuals to develop comprehensive estate plans, including wealth shift and ... and..