CPA at Law

In prior posts, I discussed establishing the fact of a birth or death where there is no birth or death certificate as well as changing a se...

Financial institutions are permitted to freeze a customer's account if they believe that the account is at risk of being misappropriated...

As I discussed in a previous post , the Utah legislature recently removed the requirement that charitable organizations register with the Di...

In a prior post from 2022, I discussed Utah Code 26-2-15, which has since been recodified to Utah Code 26B-8-119 , pursuant to which a pers...

As I discussed in a prior post , a donation of closely-held stock to a charitable organization can be highly tax efficient because (1) the d...

Author's Note: I help maintain certain Thomson Reuters Practical Law resources for trusts and estates in Utah, including their Advance H...

One common source of controversy in end-of-life planning and estate and trust administration is the existence of a financial account owned j...