Estates, Gifts, and Trusts Research & Guidance

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Stay on top of estate tax transactions and issues with BNA Tax & Accounting. Our unparalleled collection of expert-written, in-depth Portfolios, news, and more provides real-life examples, scenarios, practice tools, and working papers on estate tax, charitable contributions, valuations, gifts, estate planning and more. Choose a category below to get started.

87 Products Found
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Insurance-Related Compensation (Portfolio 828)
Insurance-Related Compensation, written by Lawrence Brody, Esq., Louis R. Richey, Esq. and Richard C. Baier, JD, discusses how to use life insurance contracts to provide compensation and benefits for employees, especially, after the enactment of §409A. To assist practitioners with life insurance pla...		$400.00Add to Cart
IRS Practice Adviser
A continuously updated, comprehensive, Web-based guide to everything you need to know to practice before the IRS. Don't go before the IRS without the most comprehensive guidance and information available. This practical service covers IRS procedure from the first stages of an examination through the...		15-Day Free TrialAdd to Cart
Estates, Gifts and Trusts Portfolios Library
The premier estates, gifts and trusts resource that features research, planning and implementation tools on one platform — backed by the nation's leading tax authorities. You'll receive in-depth analysis of key issues necessary for developing and implementing the best estate, gift, and related incom...		15-Day Free TrialAdd to Cart
The Mobile Client: Tax, Community Property, and Other Considerations (Portfolio 803)
The Mobile Client: Tax, Community Property, and Other Considerations addresses various aspects of general and tax law that impact a client who changes domicile, and discusses documents such a migrant client should execute to implement his or her estate plan. Particular attention is paid to issues th...		$400.00Add to Cart
Community Property: General Considerations (Portfolio 802)
Community Property: General Considerations, which discusses the origins, the general characteristics, and the federal income, gift, estate, and generation-skipping transfer tax aspects of community property, is written by Gerald B. Treacy, Jr., Esq., Treacy Law Group, P.L.L.C., and Of Counsel, Montg...		$400.00Add to Cart
Administrative Powers (Portfolio 820)
Administrative Powers describes and analyzes the development of the law with regard to the estate and gift tax consequences of various administrative powers granted to trustees; reserved by a settlor or a decedent; or held by an executor, custodian or others. For many years, individuals have attempt...		$400.00Add to Cart
Valuation: General and Real Estate (Portfolio 830)
Valuation: General and Real Estate reviews the methods commonly used in the valuation of assets, including real estate. The fair market value of an asset ultimately determined must be one which fits within the definition of what a willing buyer would pay to a willing seller for the asset, neither be...		$400.00Add to Cart
Valuation of Corporate Stock (Portfolio 831)
Valuation of Corporate Stock discusses the methods for valuing corporate stock interests when the value cannot be readily determined by reference to an established market. It begins with the criteria used by the IRS for valuing stock, particularly Rev. Rul. 59-60, as well as the cases interpreting t...		$400.00Add to Cart
Unrelated Business Income Tax (Portfolio 462)
Unrelated Business Income Tax, written by Carla Neeley Freitag, Esq., Merritt Island, Florida, describes and analyzes basic principles of §§511 through 513 pertaining to the tax on unrelated business taxable income of charities and other exempt organizations. The purpose of the tax is to alleviate u...		$400.00Add to Cart
Uniform Trust Code (Portfolio 864)
Uniform Trust Code, written by I. Mark Cohen, Esq. of Cohen & Burnett, PC, describes the Uniform Trust Code (UTC) as promulgated by the National Conference of Commissioners on Uniform State Laws (NCCUSL). As of June 2009, 21 states and the District of Columbia have adopted the UTC, one state has ado...		$400.00Add to Cart
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