I have a client who has a number of tax and accounting questions related to withholding amount, if estimates will be needed due to vesting RSU's. Husband is a resident alien and they are in the process of doing some estate planning. They'd like someone to look at their trust plan and advise on any gift tax issues given he is a non citizen. Looking for someone hourly, but are open to possibly becoming a tax return client.
Jun 23, 2023