Providing theoretical grounding and a practice-oriented approach, Price and Donaldson show how to handle the full range of estate planning problems and techniques, including:

1. Client counseling
2. Durable powers of attorney
3. Living wills
4. Private annuities
5. Charitable remainder trusts
6. Life insurance
7. Lifetime noncharitable gifts
8. Closely held business interests
9. Community and marital property
10. Retirement plans and IRAs
11. Post-mortem planning
12. Professional responsibility and more!

Chapter 1        Professional Responsibility and Estate Planning
Chapter 2        Basic Transfer Tax Laws and Estate Planning Strategies
Chapter 3        Concurrent Ownership and Nontestamentary Transfers
Chapter 4        Wills and Related Documents
Chapter 5        The Gift and Estate Tax Marital Deductions
Chapter 6        Life Insurance
Chapter 7        Planning Lifetime Noncharitable Gifts
Chapter 8        Gifts to Charitable Organizations
Chapter 9        Limiting Estate Size Through Intrafamily Transactions
Chapter 10      Trusts
Chapter 11      Closely-Held Business Interests
Chapter 12      Post-Mortem Planning
Chapter 13      Estate and Income Tax Planning for Retirement Plans and IRAs

Related Products

Business Succession Planning Answer Book – 2014 (US)
U.S. Master Estate and Gift Tax Guide (2014)
Family Foundation Handbook (2014) (US)
Tax and Estate Planning with Real Estate, Partnerships and LLCs, 2014 (US)
Grantor Trust Answer Book, 2014 (US)
Practical Guide to Estate Planning, 2014 Edition (with CD) (US)
Estate & Gift Tax Handbook (2013)
Estate & Retirement Planning Answer Book, 2014 Edition
Like-Kind Exchanges Under Code Section 1031 - CCH Tax Spotlight Series
Multistate Guide to Estate Planning (2014

If you would like more details about this product, or would like to order a copy online, please click here.

Authors: John O. Everett, Cherie Hennig and Nancy Nichols

This all new text provides a solid foundation of tax research skills by teaching the nuances of conducting tax research in today’s environment. The book then provides exposure to frequently encountered tax planning topics and strategies, better preparing users for their future in tax practice.

Build a solid foundation

• Early chapters are devoted to relevant legislative, administrative and judicial authorities, so users understand the how’s and the why’s behind tax practice today
• Users will gain a thorough understanding of how to perform tax research in today’s environment
• Landmark judicial decisions are presented, covering areas such as gross income, deductions, property gains and accounting methods
• Users gain exposure to tax practice issues and learn about tax communications
• Each chapter features case studies and research questions which highlight the real-world relevance of tax research and tax planning.

•  Offers coverage of many key tax planning opportunities and strategies on topics such as individuals, retirement, choice of entity, closely held businesses and more
• This book also provides coverage of critical financial reporting issues such as FAS 109, FIN 48, and Schedule M3, which significantly impact and influence the way practitioners advise their clients
• A chapter on Tax Reform Proposals is also included in order to familiarize the reader with terms and topics such as the flat tax, Value- Added (VAT) Tax, the Fair Tax and much more

• Introduction to Tax Authority — Legislative Authority
• Introduction to Tax Authority — Administrative Authority
• Introduction to Tax Authority — Judicial Authority
• Tax Research — Locating and Assessing Tax Authority
• Landmark Judicial Decisions — Gross Income
• Landmark Judicial Decisions — Deductions
• Landmark Judicial Decisions — Property Gains and Losses
• Landmark Judicial Decisions — Accounting Methods and Records
• Tax Practice — Procedures, Administration and Sanctions
• Tax Communications: Anatomy of a Tax Engagement
• Tax Planning Strategies — Individual Taxpayers
• Tax Planning Strategies — Retirement Issues
• Tax Planning Strategies — Estate & Gift Tax Basics
• Tax Planning Strategies — Advanced Estate & Gift, and Income Tax Issues
• Tax Planning Strategies — Choice of Business Entity
• Tax Planning Strategies — Closely-Held Business
• The Tax Accrual: An Introduction to Financial Accounting Issues & Book Tax Differences
• Tax Reform Proposals

696 pages

If you would like more details about this product, or would like to order a copy online, please click here.

COURSE 2 (Advocis 232)
CONTEMPORARY PRACTICES IN FINANCIAL PLANNING: 10th Edition

Students are introduced to basic income tax laws and then move into a more advanced understanding, as it relates to areas of financial planning. A review of the professional and ethical responsibilities associated with the role of a financial planner and an understanding of the structures and services within the financial industry are covered in the course. Different forms of business structures are explored in depth, along with an understanding of trusts.

If you would like more details about this product, or would like to order a copy online, please click here.

Rotch Library - SB482.F6 B85 2018

Rotch Library - NA2543.S6 R685 2019

Rotch Library - NA680.H535 2019

Rotch Library - NA5870.A9 D37 2019

In this week’s episode, we turn our gaze to the topic of ad-blockers and paid content. We discuss Vitaly from Smashing Magazine’s recent post looking at how they are funding their content strategy and discuss our own views on paying for digital content.

As always we book end the show with some “bants” including heartfelt thanks to some of our favourite supporters and a nod to a Cornish brewing companies new site.

• Keir’s controversial “Grilled Cheese” post
• The Grilled Cheese Hipster Revival
• Vitaly’s article on Ad-Blockers
• Verdant Brewing Co

Van Servellen, Gwen, 1942- author