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Eric Affeltranger, CPA. Leave a Lasting Legacy. What will your legacy be? What do you want to leave for the world? If there is something that you care about, perhaps it is worth acting upon, either in life or as a bequest. Want more than a bean counter? Managing assets inside of a Charitable Remainder Trust (CRT) takes a good understanding of the workings of a CRT. Small errors have the potential to create big problems. I have the expertise to avoid these problems to ensure the highest quality re...

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Eric Affeltranger, CPA - | affeltrangercpa.com Reviews

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Eric Affeltranger, CPA. Leave a Lasting Legacy. What will your legacy be? What do you want to leave for the world? If there is something that you care about, perhaps it is worth acting upon, either in life or as a bequest. Want more than a bean counter? Managing assets inside of a Charitable Remainder Trust (CRT) takes a good understanding of the workings of a CRT. Small errors have the potential to create big problems. I have the expertise to avoid these problems to ensure the highest quality re...

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1 about me

2 values

3 charitable remainder trusts

4 unitrusts

5 annuity trusts

6 mission statement

7 recent posts

8 pages

9 site

10 entries

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Eric Affeltranger, CPA - | affeltrangercpa.com Reviews

https://affeltrangercpa.com

Eric Affeltranger, CPA. Leave a Lasting Legacy. What will your legacy be? What do you want to leave for the world? If there is something that you care about, perhaps it is worth acting upon, either in life or as a bequest. Want more than a bean counter? Managing assets inside of a Charitable Remainder Trust (CRT) takes a good understanding of the workings of a CRT. Small errors have the potential to create big problems. I have the expertise to avoid these problems to ensure the highest quality re...

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affeltrangercpa.com

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Eric Affeltranger, CPA – About Me

http://www.affeltrangercpa.com/about-me

Eric Affeltranger, CPA. Eric Affeltranger has over 27 years of professional financial experience specializing in charitable remainder trusts, unitrusts, annuity trusts, and individual tax return preparation. Chief Financial Officer, 2008-2011, Deseret Trust Company, SLC, UT. Controller/Tax Manager, 2002-2008, Deseret Trust Company, SLC, UT. Controller, 1997-2002, Deseret Trust Company, SLC, UT. Assistant Controller, 1991-1997, Deseret Trust Company, SLC, UT. Course Certification, ABA Trust School. Organi...

2

Eric Affeltranger, CPA – Values

http://www.affeltrangercpa.com/values

Eric Affeltranger, CPA. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality. Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention. An accounting firm is known for the quality of its service. Our firm’s reputation reflects the high standards we demand of ourselves. Our pri...

3

Eric Affeltranger, CPA – Annuity Trusts

http://www.affeltrangercpa.com/charitable-remainder-trusts/annuity-trusts

Eric Affeltranger, CPA. Click here to cancel reply. Leave a Reply Cancel reply. Your email address will not be published. Required fields are marked *. You may use these. A href= title= abbr title= acronym title= b blockquote cite= cite code del datetime= em i q cite= strike strong. What is a Charitable Remainder Trust? What is a Charitable Remainder Trust? Eric Affeltranger, CPA.

4

Eric Affeltranger, CPA – Charitable Remainder Trusts

http://www.affeltrangercpa.com/charitable-remainder-trusts

Eric Affeltranger, CPA. A donor makes a contribution of valuable assets (the corpus). If the donated assets are illiquid and/or non-income-producing, the trustee can sell them and reinvest the proceeds into liquid income-producing assets. If the donated assets are highly appreciated in value, the capital gain realized upon the sale by the trust will normally be exempt from income tax. As “Income beneficiary,” the donor retains the right to receive income. Liquid assets of these trusts or annuities are us...

5

Eric Affeltranger, CPA – Unitrusts

http://www.affeltrangercpa.com/charitable-remainder-trusts/unitrusts

Eric Affeltranger, CPA. The Unitrust is the most commonly-used form of gift trust. In a “Standard Unitrust,”. The trust instrument specifies the level of income (the “Unitrust Amount”). Income Unitrusts,”. Click here to cancel reply. Leave a Reply Cancel reply. Your email address will not be published. Required fields are marked *. You may use these. A href= title= abbr title= acronym title= b blockquote cite= cite code del datetime= em i q cite= strike strong. What is a Charitable Remainder Trust?

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affeltrangercpa.com

Eric Affeltranger, CPA -

Eric Affeltranger, CPA. Leave a Lasting Legacy. What will your legacy be? What do you want to leave for the world? If there is something that you care about, perhaps it is worth acting upon, either in life or as a bequest. Want more than a bean counter? Managing assets inside of a Charitable Remainder Trust (CRT) takes a good understanding of the workings of a CRT. Small errors have the potential to create big problems. I have the expertise to avoid these problems to ensure the highest quality re...

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