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Compassion | Competency | Communication | Consistency

Help your client sell their beneficial interest in an estate
A helpful guide to advising clients on a complex estate sales process
By: Michael Kulbak November 2024

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Navigating "business Divorce" and Estate Planning for your Clients
Speaker
By: Michael Kulbak October 2024

CPA Essentials: Trust, Estates, Wealth and Taxes (Audio)
Audio Learning Presenter
By: Michael Kulbak

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Estate Planning Council of Canada:
10 Tips for terminal tax Returns
Keynote Speaker
By: Michael Kulbak October 2024

Small & Medium Practitioners Conference:
Tax, Tech & Transformation
Keynote Speaker
By: Michael Kulbak October 2024

estate administration and Rock Bass - Intriguing Parallels,
In both estate administration and angling, it pays to prepare for the unexpected
By: Michael Kulbak August 20, 2024

Understand these less familiar estate-related tax returns
Optional returns may reduce or eliminate your client’s taxes
By: Michael Kulbak June 12, 2024

Balance your client’s inheritances with hotchpot and release clauses
Ensure an equitable estate distribution among beneficiaries who received earlier gifts and advances
By: Michael Kulbak February 28, 2024

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Planning for Cash Flow After Death
In a client scenario, an advisor fails to plan for an estate's tax liabilities
By: Michael Kulbak December 8, 2023

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Help Clients Get Value from Tax Prep Services
Amid automatic tax filing, a proactive approach is required
By: Michael Kulbak August 23, 2023

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The Prudent Investor Rule Unpacked
Help clients consider an investment policy statement in their wills
By: Michael Kulbak April 12, 2023

The Estate Role You Need to Know About
Safeguard your client's assets with an appointed monitor
By: Michael Kulbak February 15, 2023

Corporate Finance and Controllers Conference
Driving Growth in Volatile Times
Keynote Speaker
By: Michael Kulbak

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CPA Program: Succession and Wealth Planning for Financial Professionals
Program Developer and Speaker
By: Michael Kulbak

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CPA Program: Certificate in Estate and Trust Administration and Taxes
Program Developer and Speaker
By: Michael Kulbak

DIVING INTO 2023:TAX, FINANCIAL, AND LEGAL HOT TOPICS

By: Michael Kulbak January 25, 2023

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Calculation

VOLATILITY AFFECT ALL YOUR CLIENT'S ASSETS, INCLUDING THEIR BUSINESS.

A client scenario shows the importance of inquiring about assets you don’t administer

By: Michael Kulbak October 25, 2022

Image by Tim Gouw

POWER OF ATTORNEY vs. TRUSTED CONTACT PERSON

Important Distinctions to Consider

By: Michael Kulbak October 25, 2022

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Tax Slip Error has significant fallout for client

Proactive collaboration critical for resolution and client well-being

By: Michael Kulbak September 1, 2022

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Who has the power?

Understanding power of attorney versus trusted contact person

By: Michael Kulbak July 5, 2022

How to Distinguish Yourself During Estate Administration

Jump the credibility curve with executors and beneficiaries

By: Michael Kulbak April 13, 2022

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Avoid the transfer-out train

Safeguard your business by knowing your client’s PoA and executor

By: Michael Kulbak February 4, 2022

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Digital Estate Planning Guide

By: Michael Kulbak

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Executor's Handbook

By: Michael Kulbak

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