Tax Planning for Family Wealth Transfers

Tax Planning for Family Wealth Transfers PDF Author: Howard M. Zaritsky
Publisher: Warren Gorham & Lamont
ISBN:
Category : Estate planning
Languages : en
Pages : 2166

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Tax Planning for Family Wealth Transfers

Tax Planning for Family Wealth Transfers PDF Author: Howard M. Zaritsky
Publisher: Warren Gorham & Lamont
ISBN:
Category : Estate planning
Languages : en
Pages : 2166

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Book Description


Estate Planning and Wealth Preservation

Estate Planning and Wealth Preservation PDF Author: Kathryn G. Henkel
Publisher:
ISBN: 9780791334263
Category : Estate planning
Languages : en
Pages :

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Federal Taxation of Wealth Transfers

Federal Taxation of Wealth Transfers PDF Author: Stephanie J. Willbanks
Publisher:
ISBN:
Category : Law
Languages : en
Pages : 584

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Book Description
If you want to take a problem approach to estate and gift taxation, be sure to consider this new casebook. Federal Taxation of Wealth Transfers emphasizes planning and integrates problems with statutes, regulation cases and administrative regulations to create a teachable, accessible casebook. Instructors will appreciate the casebookiquest;s logical, flexible organization: Begins with general introductory chapters covering history and policy, income tax issues, and valuation and calculation of the tax. Discrete sections address gift tax, estate tax, deductions and credits, and generation-skipping tax. Each part of the book is self contained for easy reorganization to fit various teaching approaches. the author encourages student comprehension: Ample textual material puts the cases and problems in context. Problems have been extensively class-tested for effectiveness. Emphasis on problem-solving, statutory construction, and policy analysis skills. the casebook is the ideal length for a three-credit basic wealth transfer tax class. Problems foster discussion not only of rules, but also of policy and planning issues. an in-depth Teacher's Manual includes analysis of the cases and problems. For a modern exposition of the full range of tax implications involved in the transfer of wealth, turn to Federal Taxation of Wealth Transfers: Cases and Problems .

Federal Taxes on Gratuitous Transfers

Federal Taxes on Gratuitous Transfers PDF Author: Joseph M. Dodge
Publisher: Aspen Publishing
ISBN: 1454860421
Category : Law
Languages : en
Pages : 679

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Book Description
This book deals with the federal income tax as it bears on gratuitous transfers and with the federal wealth transfer taxes. The federal wealth transfer taxes presently consist of a partially unified estate and gift tax and a generation-skipping tax. The federal transfer tax system is separate and apart from the federal income tax. Features: Emphasis on text, statutes, and regulations, rather than cases (especially cases that involve routine application of law to facts) "Building block" organization (simple to complex estates), rather than segmented organization according to Code sections. Extensive use of questions and problems to aid students High-profile authorship in Joseph M. Dodge (a highly regarded tax specialist), Wendy C. Gerzog, and Bridget J. Crawford (both well-established in the field) The book reconstitutes the Estate and Gift tax course from the ground up in light of modern estates practice. For example, special valuation rules are treated as basic, as opposed to being just "tacked on" as other books treat them. More emphasis on valuation and use of FLPs than in other books. Valuation is introduced early on and integrated with other material Integration of related income tax materials, including income taxation of estates and trusts Relation of tax doctrine to tax planning strategies Focus on doctrine that influences the practice of estate and trust law, rather than doctrine for its own sake Reference to state law (including recent developments) as it bears on transfer tax issues, with full coverage of issues raised by community property systems

Preparing Heirs

Preparing Heirs PDF Author: Roy Orville Williams
Publisher: Author's Choice Publishing
ISBN: 9781931741316
Category : Business & Economics
Languages : en
Pages : 208

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Book Description
Preparing Heirs discloses the surprising findings from the authors' research into the legacies of 3,250 wealthy families. With extraordinary insight, they reveal what the relatively small number of successful families had in common-how they achieved and maintained family harmony, and ensured the smooth transition of their wealth to well-adjusted heirs. They also warn of the wide range of factors that cause the majority of wealthy families to fail in their transition. Preparing Heirs offers clear, concise, well-organized, and easy-to-follow instructions that will enable you to evaluate your plan for transitioning family wealth. Preparing Heirs is an assessment tool that can be used in conjunction with the services of qualified professionals such as attorneys and accountants. It addresses the major causes for the 70% failure rate in estate transitions, which lie within the family itself and are within the family's control. This book can help you develop a plan to transmit the family values underlying the accumulation of wealth and prepare your heirs to be good stewards and thoughtful administrators of that wealth.

Guide to US/UK Private Wealth Tax Planning

Guide to US/UK Private Wealth Tax Planning PDF Author: Robert L Williams
Publisher: Bloomsbury Publishing
ISBN: 1847665098
Category : Law
Languages : en
Pages : 815

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Book Description
This unique book is a concise but complete tax planning manual for those advising high net worth individuals of the UK, US or any other nationality who have UK or US residence, assets or family members. Guide to US/UK Private Wealth Tax Planning covers all the information and legislation you are likely to require when advising clients exposed to both UK and US taxation, providing you with: A quick reference summary of the UK and US rules applicable to your clients; A comprehensive summary of available unilateral and treaty planning techniques to avoid US estate tax or UK inheritance tax for clients who are non-domiciliaries of the UK or US; Optimal income and gains tax planning for foreign trusts with UK or US beneficiaries; Integrated UK and US tax planning solutions for clients exposed to both UK and US tax. Previous edition ISBN: 9781845920272

State Tax Handbook (2021)

State Tax Handbook (2021) PDF Author: Cch Tax Law
Publisher:
ISBN: 9780808055099
Category :
Languages : en
Pages :

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Book Description
CCH's State Tax Handbook is the perfect quick-answer tool for tax practitioners and business professionals who work with multiple state tax jurisdictions. This handy and affordable reference provides readers with an overview of the taxation scheme of each state and the District of Columbia, as well as multistate charts on income taxes (personal and corporate), sales and use taxes and tax administration. It is a time saving resource for tax professionals by providing a single source of key state tax information instead of having to consult multiple sources. This book brings together important tax information for each state tax system and adds value to the practice of multistate tax advisors and those advising multistate businesses.

Tax Planning for Family Wealth Transfers During Life

Tax Planning for Family Wealth Transfers During Life PDF Author: Howard M. Zaritsky
Publisher:
ISBN: 9780791384961
Category : Estate planning
Languages : en
Pages : 0

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Book Description


Tax and Financial Planning for the Closely Held Family Business

Tax and Financial Planning for the Closely Held Family Business PDF Author: Gary A. Zwick
Publisher: Edward Elgar Publishing
ISBN: 1785367765
Category : Law
Languages : en
Pages : 543

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Book Description
Tax and Financial Planning for the Closely Held Family Business serves as a manual to help business advisers devise strategies for clients dealing with family issues. Guiding family businesses through the complex maze of organizational, tax, financial, governance, estate planning, and personal family issues is a complex, time-consuming, difficult, and sometimes emotional process. This book focuses not only on identifying the problems family businesses face, but on devising solutions and planning opportunities for both family businesses and their owners. Each chapter of this book contains creative planning opportunities that advisers can suggest and help implement in order to solve real problems in the family business.

Structuring Estate Freezes

Structuring Estate Freezes PDF Author: Howard M. Zaritsky
Publisher:
ISBN: 9781508317258
Category : Estate planning
Languages : en
Pages : 0

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Book Description