Simplifying the Complicated with Lori Bolander and Lauren Gallagher, Ep 07
In this episode of Simplifying the Complicated, Lori Bolander speaks with Daryl Golemb, CPA, and Katherine Younger, Project Manager at Golemb Accountancy Corporation. Golemb Accountancy specializes in trust and estate taxation, helping clients navigate complex tax returns, accountings, and estate tax filings. With over 20 years of experience, Daryl and Katherine bring a wealth of knowledge to trustees and estate administrators, simplifying the intricate world of estate planning and taxes.
Tune in to the episode to hear about:
* Key tax responsibilities for trustees and estate administrators.
* How the final tax returns for decedents interact with trust tax filings.
* The importance of trust accountings and tax research.
* Understanding estate tax returns and the impact of portability.
* Common issues with real estate, retirement accounts, and co-trustees.
Learn more about Daryl Golemb:
* LinkedIn Profile: https://www.linkedin.com/in/darylgolemb/
* LinkedIn Company Page: https://www.linkedin.com/company/golemb-accountancy-corp/about/
* Website: http://golembcpas.com
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About the Simplifying the Complicated podcast with Lori Bolander and Lauren Gallagher:
In each episode of Simplifying the Complicated, we'll get together with other professionals and have fun talking about trust and estate matters.
Watch more episodes of Simplifying the Complicated:
* YouTube: https://www.youtube.com/@LawGBS
Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:
* Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177
* Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12
* Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com
