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Twitter / markziebold

• November 16, 2009markziebold: A new blog post on taxation of life insurance and upcoming seminars: estatesofmind.blogspot.com
• October 27, 2009markziebold: is updating his blog with information on some upcoming seminars: estatesofmind.blogspot.com
• September 18, 2009markziebold: Just wrote a new blog post on premium financed life insurance. See it here: http://estatesofmind.blogspot.com/
• July 20, 2009markziebold: Preparing for my presentation at tomorrow evening's Orange County Asset Protection Society Chapter meeting
• April 22, 2009markziebold: Working on a couple of new business entities, a Trust reformation, and some split dollar insurance agreements.
• April 9, 2009markziebold: Answering some CPA questions on automatic GST exemption allocation and how to opt out on the 709 form.
• April 3, 2009markziebold: preparing some 709 gift tax returns and amending some revocable trusts this morning.
• March 27, 2009markziebold: Reviewing California's (the Franchise Tax Board) release on tax relief for victims of Ponzi Schemes. estatesofmind.blogspot.com for details
• March 27, 2009markziebold: Wondering how some of my wealthy clients become that way in spite of their advisors who have very poor track records.
• March 25, 2009markziebold: I'm thankful to be busy: Buy/Sell Agreement, 3 709 returns, and possibly a reformation of a NIMCRUT through the probate court.
• March 24, 2009markziebold: Today work involved Amending a Trust, starting an administration of a trust, working on a 706, and a recap installment sale to a IDGT.
• March 23, 2009markziebold: Working on a Limited Partnership / Public Charity 501(c)(3) plan to reduce estate taxes for a client.
• March 20, 2009markziebold: Working on a complex estate plan for a client involving premium financed life insurance, GRATs, and a Private Foundation.
• March 20, 2009markziebold: Working on a 501(c)(3) application