Estate Planning Smarts

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Author :
Publisher : Djworking Unlimited
ISBN 13 : 9780615297545
Total Pages : 0 pages
Book Rating : 4.2/5 (975 download)

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Book Synopsis Estate Planning Smarts by : Deborah L. Jacobs

Download or read book Estate Planning Smarts written by Deborah L. Jacobs and published by Djworking Unlimited. This book was released on 2009 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Designed to raise people?s awareness of the need to plan for themselves and those they love. Whether they are tackling the subject for the first time or revising an existing plan, this book is an essential guide. Includes tax law changes effective in 2010 and how they apply to readers.

Practical Guide to Estate Planning, 2017 Edition

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Author :
Publisher : CCH Incorporated
ISBN 13 : 9780808045229
Total Pages : 0 pages
Book Rating : 4.0/5 (452 download)

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Book Synopsis Practical Guide to Estate Planning, 2017 Edition by : Ray D. Madoff

Download or read book Practical Guide to Estate Planning, 2017 Edition written by Ray D. Madoff and published by CCH Incorporated. This book was released on 2016-10-20 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to Estate Planning provides an overview of estate planning, offering the widestdiscussion on planning principles and tools from the simple to the sophisticated. This book is not lacking in detail, as witnessed by its well-annotated collection of forms that will appeal to many experienced estate planners. The layout of this book reflects its emphasis on simplicity and clarity. Its scope includes a general overview of the estate planning process. It then addresses the rules involved in estate planning and the various ways in which estates may be structured to achieve desired tax effects. It goes on to discuss gifts, and some of the more specialized areas of estate planning, including generation-skipping transfer tax rules and charitable planning, which encompass the use of private foundations and split-interest trusts. Finally, Practical Guide to Estate Planning contains a set of estate planning forms. Included are a living trust, an irrevocable life insurance trust, an annual exclusion trust, a pour-over will, a will with outright dispositions, a codicil, a living will, a charitable remainder unitrust, a durable power of attorney, a health care proxy, a qualified personal residence trust (QPRT) and a Grantor Retained Annuity Trust (GRAT). The authors provide alternative drafting options as well as comprehensive annotations that can be used as quick references that explain why and how these devices operate.This reference, with its wealth of basic information as well as its impressive assortment of forms and supporting materials, offers something of interest for everyone. Its clarity and organization, augmented by well-constructed examples, practice tips, diagrams and charts, make it a work that will be useful to both the newcomer and the experienced practitioner in the field.The 2016 Edition covers the legislative, regulatory and judicial developments that are of most importance to estate planners, bringing you up to date in this constantly changing area.

Practical Guide to U.S. Transfer Pricing

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Author :
Publisher : Aspen Publishers
ISBN 13 :
Total Pages : 1302 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Practical Guide to U.S. Transfer Pricing by : Robert T. Cole

Download or read book Practical Guide to U.S. Transfer Pricing written by Robert T. Cole and published by Aspen Publishers. This book was released on 1999 with total page 1302 pages. Available in PDF, EPUB and Kindle. Book excerpt: Practical Guide to U.S. Transfer Pricing is a total approach to U.S. transfer pricing For The complex global marketplace. No book on the market today offers you a more thorough approach to transfer pricing rules that Practical Guide to U.S. Transfer Pricing. The tremendous increase in international trade among the nations of the world has made transfer pricing the most important international tax issues for governments. Thus, it is a major problem for major multinational corporations, which are subject to detriments from transfer pricing rules and adjustments, especially double taxation, penalties, And The cost of compliance. Packed with ready-to-use guidelines, detailed examples, and useful tips, Practical Guide to U.S. Transfer Pricing has been specifically designed to help you make today's transfer pricing rules work for your corporation. The book brings together For The first time, a wealth of features that will empower you to deal quickly and efficiently with all transfer pricing issues and problems. You will find: Unsurpassed coverage of U.S. transfer pricing substantive rules Incisive comparisons of the U.S. rules To The international accepted OECD Transfer Pricing Guidelines Information on both special and traditional procedures for transfer pricing cases Comprehensive explanations of all major transfer pricing methods, such as the Comparable Uncontrolled Price Method, Cost Plus Method, Comparable Profits Methods, and Profit Split Method Criteria for choosing the best transfer pricing method Ideas on how to cope with the U.S. rules in light of foreign requirements A checklist that multinationals can use in developing an international strategy for transfer pricing compliance A full description of the proposed method of global trading of financial products.

Estate Planning

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119157129
Total Pages : 736 pages
Book Rating : 4.1/5 (191 download)

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Book Synopsis Estate Planning by : William P. Streng

Download or read book Estate Planning written by William P. Streng and published by John Wiley & Sons. This book was released on 2016-02-08 with total page 736 pages. Available in PDF, EPUB and Kindle. Book excerpt: Plan ahead: estate planning to secure your wishes Estate Planning is your overview of the estate planning concepts that are necessary to consider when advising your clients about the different facets of wealth transfer planning. This fundamental reference presents the basic estate, gift, and trust planning ideas in a descriptive and accessible manner—allowing you to easily and conveniently access the information you need when you need it. This essential text covers the development of estate planning strategies for your clients, the fundamentals of the federal transfer tax system, relevant federal income tax rules, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, and post-mortem planning. When done effectively, estate planning enables your clients to make both lifetime and testamentary transfers of assets to beneficiaries of their choice. In the process, strategic, successful estate planning strategies conserve wealth for these beneficiaries, who are often family members of the client. Leveraging the right methods of estate planning can ensure that you achieve your client's objectives. Explore the fundamentals of estate planning as they relate to wealth transfer planning Dive into special property transfer planning considerations, including community property, life insurance, charitable transfers, closely held corporations, etc. Better serve your clients by having access to relevant, easy to navigate information on estate planning best practices Reinforce these new ideas with a comprehensive test bank Estate Planning is your guide to estate planning concepts that help you protect your assets during wealth transfer—and prepare for your assets to change hands as smoothly as possible.

Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL)

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Author :
Publisher : Wolters Kluwer
ISBN 13 : 145487158X
Total Pages : 1902 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL) by : Rounds

Download or read book Loring and Rounds: A Trustee's Handbook, 2017 Edition (IL) written by Rounds and published by Wolters Kluwer. This book was released on 2016-12-19 with total page 1902 pages. Available in PDF, EPUB and Kindle. Book excerpt: Loring and Rounds: A Trustee's Handbook--well over 1,550 pages-- is regarded not only as authoritative but also as the most convenient, reliable, and complete single-volume source for trust doctrine. Get in-depth information on how to stay on top of the developments in this complex field of practice. The Handbook carries on the tradition of concise, practical, and up-to-date guidance for trustees, a tradition that began in 1898 with the First Edition. This classic trust reference distills the essence of trust law, illuminating the fundamental principles and answering the basic questions. Loring and Rounds: A Trustee's Handbook, 2017 Edition is up to date and includes eleven chapters of important information, such as chapters on: The Property Requirement The Trustee's Office Interests Remaining with the Settlor The Beneficiary The Trustee's Duties The Trustee's Liabilities Miscellaneous Topics of General Interest to the Trustee Special Types of Trusts The Income Taxation of Trusts Tax Basis/Cost of Trust Property

AARP Crash Course in Estate Planning

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Publisher : Sterling Publishing Company, Inc.
ISBN 13 : 9781402718380
Total Pages : 276 pages
Book Rating : 4.7/5 (183 download)

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Book Synopsis AARP Crash Course in Estate Planning by : Michael T. Palermo

Download or read book AARP Crash Course in Estate Planning written by Michael T. Palermo and published by Sterling Publishing Company, Inc.. This book was released on 2004-12-11 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Essential Guide to Wills, Trusts, and you personal legacy. What you need to know before consulting you attorney.

Practical Guide to Mergers, Acquisitions and Business Sales

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Author :
Publisher : CCH
ISBN 13 : 9780808014706
Total Pages : 542 pages
Book Rating : 4.0/5 (147 download)

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Book Synopsis Practical Guide to Mergers, Acquisitions and Business Sales by : Joseph B. Darby

Download or read book Practical Guide to Mergers, Acquisitions and Business Sales written by Joseph B. Darby and published by CCH. This book was released on 2006 with total page 542 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Buying and selling a business is a challenging process. It involves rituals and interactions that are sometimes eerily similar to the courtship dynamic between a human couple. While many business courtships end in an economic marriage, plenty of others fail and for a variety of reasons. Many unsuccessful business negotiations could have made sense, but ultimately floundered, because negotiations went badly awry at some crucial point. CCH's brand-new Practical Guide to Mergers, Acquisitions and Business Sales by seasoned business transaction attorney and author, Joseph B. Darby III, J.D., not only explains the tax aspects of buying and selling a business, but examines the special art of closing major business transactions successfully through an understanding of the tax consequences of the deal. ; There also are two other parties with a major economic stake in a business merger, acquisition or sale: the federal government and (usually at least one) state government. The role of a tax adviser on an business acquisition transaction is to make everyone aware that there are two "silent partners" in the room at all times and that the Buyer and Seller have a common interest in cutting the silent partners out of the deal or reducing their take. The purpose and mission of Practical Guide to Mergers, Acquisitions and Business Sales is to teach practitioners and business stakeholders how to pare the tax costs of transactions to the absolute minimum, within the boundaries of ethical and appropriate tax reporting."--Publisher's website.

Wills Road Map

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Author :
Publisher :
ISBN 13 : 9781938873522
Total Pages : 325 pages
Book Rating : 4.8/5 (735 download)

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Book Synopsis Wills Road Map by : Stephen R. Akers

Download or read book Wills Road Map written by Stephen R. Akers and published by . This book was released on 2017 with total page 325 pages. Available in PDF, EPUB and Kindle. Book excerpt:

An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business

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Author :
Publisher : American Bar Association
ISBN 13 : 9781590318379
Total Pages : 158 pages
Book Rating : 4.3/5 (183 download)

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Book Synopsis An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business by : Louis A. Mezzullo

Download or read book An Estate Planner's Guide to Buy-sell Agreements for the Closely Held Business written by Louis A. Mezzullo and published by American Bar Association. This book was released on 2007 with total page 158 pages. Available in PDF, EPUB and Kindle. Book excerpt: Nationally known estate planning authority Louis A. Mezzullo provides comprehensive yet practical advice for designing an effective buy-sell agreement to be used as an exit strategy or as part of the succession or estate planning process. He explains what to consider when drafting an agreement for a C or S corporation, a partnership, or a limited liability company. Tools include the suggested terms of a well-drafted agreement, discussions about funding options, tax consequences, and valuation. Includes CD-ROM with sample agreements.

Estate Planning

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Author :
Publisher : Aspen Publishing
ISBN 13 : 1454869003
Total Pages : 576 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Estate Planning by : Wayne M. Gazur

Download or read book Estate Planning written by Wayne M. Gazur and published by Aspen Publishing. This book was released on 2015-04-27 with total page 576 pages. Available in PDF, EPUB and Kindle. Book excerpt: This casebook introduces students to the principles of estate planning and challenges them to analyze simulated client scenarios. Featuring a case-study and problems approach in which the principles of estate planning are first introduced and then demonstrated through student analysis of short exercises and simulated client situations. A forms supplement on a CD is an additional tool for giving students practice with drafting exercises.

The Financial Planning Workbook

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Author :
Publisher : Coventry House Publishing
ISBN 13 :
Total Pages : 125 pages
Book Rating : 4./5 ( download)

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Book Synopsis The Financial Planning Workbook by : Coventry House Publishing

Download or read book The Financial Planning Workbook written by Coventry House Publishing and published by Coventry House Publishing. This book was released on 2024-07-19 with total page 125 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Not Dead Yet

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Publisher :
ISBN 13 : 9780991246229
Total Pages : pages
Book Rating : 4.2/5 (462 download)

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Book Synopsis Not Dead Yet by : Eric Matlin

Download or read book Not Dead Yet written by Eric Matlin and published by . This book was released on 2016-03-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: The text of not dead yet is as detailed as it needsto be and as concise as it can be. In order to minimize the boredom factor inherent in any book ever written on estate planning, the 24 chapters are interwovenwith a graphic novel story featuring a hero, estate planning nightmares, a disruption of the time-spacecontinuum, the hero's estate planning epiphany and a happily-ever-after ending.

Estate Planning for Blended Families

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Author :
Publisher : NOLO
ISBN 13 : 9781413310184
Total Pages : 346 pages
Book Rating : 4.3/5 (11 download)

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Book Synopsis Estate Planning for Blended Families by : Richard E. Barnes

Download or read book Estate Planning for Blended Families written by Richard E. Barnes and published by NOLO. This book was released on 2009 with total page 346 pages. Available in PDF, EPUB and Kindle. Book excerpt: Targeting parents in second marriages who want to provide for their current spouse and their children from both marriages, the author provides sample estate plans and covers such topics as estate and gift taxes in a second marriage, choosing executors and trustees, the latest federal and state laws, and much more. 15,000 first printing. Original.

Australian Master Financial Planning Guide 2020/21

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Publisher :
ISBN 13 : 9781922347381
Total Pages : pages
Book Rating : 4.3/5 (473 download)

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Book Synopsis Australian Master Financial Planning Guide 2020/21 by : C. C. H. Editors

Download or read book Australian Master Financial Planning Guide 2020/21 written by C. C. H. Editors and published by . This book was released on 2020-10-29 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Wills, Trusts, and Estates, Tenth Edition

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Author :
Publisher : Aspen Publishing
ISBN 13 : 1454876425
Total Pages : 1072 pages
Book Rating : 4.4/5 (548 download)

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Book Synopsis Wills, Trusts, and Estates, Tenth Edition by : Robert H. Sitkoff

Download or read book Wills, Trusts, and Estates, Tenth Edition written by Robert H. Sitkoff and published by Aspen Publishing. This book was released on 2017-06-05 with total page 1072 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wills, Trusts, and Estates

Saving the Family Cottage

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Author :
Publisher : NOLO
ISBN 13 : 9781413323498
Total Pages : 0 pages
Book Rating : 4.3/5 (234 download)

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Book Synopsis Saving the Family Cottage by : Stuart Hollander

Download or read book Saving the Family Cottage written by Stuart Hollander and published by NOLO. This book was released on 2017-03-27 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Estate planning for family cottages and cabins When family members inherit a vacation home together, problems are often unavoidable, given that the new co-owners may have different financial circumstances or emotional attachments to the family cottage or cabin. But you can head off damaging family squabbles by developing a legal structure (typically an LLC) to take care of the business of ownership. Whether you’re planning to pass on a cottage to your children, or you’ve inherited a cabin with your siblings, Saving the Family Cottage provides practical, legal solutions for preserving a beloved family property for generations to come. You’ll learn how to: keep the peace (and avoid fights) among siblings over jointly-owned property prevent a family member from forcing a sale of the cottage or cabin keep your vacation home out of the hands of in-laws and creditors, and make a smooth transition from one generation’s ownership to the next. The fifth edition is updated to reflect current tax laws, including state property tax laws which affect choice of legal entity. It also includes an expanded discussion of legal issues when renting a family cottage or cabin on Airbnb, VRBO, or similar rental services.

Handbook of Practical Planning for Artists, Art Collectors, and Their Advisors

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Author :
Publisher : American Bar Association
ISBN 13 : 9781641052894
Total Pages : 0 pages
Book Rating : 4.0/5 (528 download)

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Book Synopsis Handbook of Practical Planning for Artists, Art Collectors, and Their Advisors by : Ramsay H. Slugg

Download or read book Handbook of Practical Planning for Artists, Art Collectors, and Their Advisors written by Ramsay H. Slugg and published by American Bar Association. This book was released on 2019 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Art is an asset of passion, as author Ramsay H. Slugg begins this invaluable resource, yet it has unique and important financial characteristics. These elements make art possibly the most difficult asset to incorporate into an overall estate and financial plan. This updated and expanded edition of Handbook of Practical Planning for Artists, Art Collectors, and Their Advisors addresses two essential elements of art ownership: planning for the ultimate disposition of the art, including how to incorporate the wealth represented by the art into estate and financial planning; and the practical considerations for owners of the artwork as they actively collect and plan for the art's eventual disposition. Following a brief, general discussion of the art market, the author introduces and explains a client-focused process that can be used when advising collectors. Among the steps in the process includes explaining the income, estate, and gift tax consequences of various options as well as the important and often emotional non-tax considerations of collecting and disposing of art. The book discusses some charitable solutions available as these are often especially appealing options to many collectors and their advisors. As more artists achieve commercial success, their planning needs increase as the financial aspects of their work increases. Further, as artists often leave significant amounts of their work behind, inventory and legacy management become especially significant. This guide considers the unique issues involved when planning for artists, as well as the planning considerations and different tax rules that apply to self-created artwork rather than to capital assets, which is how works of art held by collectors and investors are classified. In addition to providing enlightening case studies, the book looks at the roles of other advisors involved in these decisions. This guide is written to appeal to all levels of knowledge, and accessible not only to trusts and estates professionals, but also for the collectors themselves as well as the many other professionals involved, including art advisors, risk management advisors, valuation advisors, and financial planners.