The Ernst & Young International Estate and Succession Planning Guide

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Author :
Publisher : Bloomsbury Professional
ISBN 13 : 9781845922900
Total Pages : 216 pages
Book Rating : 4.9/5 (229 download)

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Book Synopsis The Ernst & Young International Estate and Succession Planning Guide by : Dawn Nicholson

Download or read book The Ernst & Young International Estate and Succession Planning Guide written by Dawn Nicholson and published by Bloomsbury Professional. This book was released on 2006 with total page 216 pages. Available in PDF, EPUB and Kindle. Book excerpt: This practical new guide provides a roadmap to the key issues to consider in international tax planning across 23 countries. Experts from Ernst & Young summarise the fundamental aspects of the domestic legal and tax issues relevant to succession planning.

Estate and Business Succession Planning

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Author :
Publisher : John Wiley and Sons
ISBN 13 : 0471438065
Total Pages : 383 pages
Book Rating : 4.4/5 (714 download)

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Book Synopsis Estate and Business Succession Planning by : Russell J. Fishkind

Download or read book Estate and Business Succession Planning written by Russell J. Fishkind and published by John Wiley and Sons. This book was released on 2001-06-15 with total page 383 pages. Available in PDF, EPUB and Kindle. Book excerpt: Written by two attorneys who specialize in estate planning, this book clarifies all the issues involved in planning an estate and transferring wealth. It offers comprehensive estate planning guidelines, including creating a will, designating power of attorney, trusts, and life insurance, and includes up-to-date estate and inheritance tax information.

Ernst & Young's Retirement Planning Guide

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 9780471083382
Total Pages : 324 pages
Book Rating : 4.0/5 (833 download)

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Book Synopsis Ernst & Young's Retirement Planning Guide by : Ernst & Young LLP

Download or read book Ernst & Young's Retirement Planning Guide written by Ernst & Young LLP and published by John Wiley & Sons. This book was released on 2001-11-16 with total page 324 pages. Available in PDF, EPUB and Kindle. Book excerpt: Use the New Tax Law to Retire on Your Terms Are you planning your retirement with the Economic Growth and Tax Relief Reconciliation Act of 2001 in mind? If not, you could be missing out on important changes that could help you build a larger nest egg or even retire early. Drawing on the experience of the nation's premier tax and financial planners, Ernst & Young's Retirement Planning Guide, Special Tax Edition shows you how to use the new tax law to plan for a secure future-whether you're just getting started or on the verge of retirement. This practical guide highlights key financial and personal issues you need to consider during your pre-retirement and retirement years, including essential information on how the new tax law will affect your retirement. From guidance on portfolio diversification and Social Security to the new tax rules that will impact IRAs and 401(k) plans, Ernst & Young's Retirement Planning Guide, Special Tax Edition provides the insight and assistance you need to take advantage of the new tax law and plan for a financially secure future. * The effect the new tax law will have on your retirement plan-from pension withdrawals to IRA limits and new tax-deferred plans * The latest financial instruments for retirement savings * Worksheets, tips, and action items, as well as additional resources, including Web sites * Strategies to overcome adverse financial events * Wealth-building techniques to help you retire early * Practical ideas and easy-to-understand charts and tables

J.K. Lasser ProEstate and Business Succession Planning

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 9780471214489
Total Pages : 422 pages
Book Rating : 4.2/5 (144 download)

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Book Synopsis J.K. Lasser ProEstate and Business Succession Planning by : Russell J. Fishkind

Download or read book J.K. Lasser ProEstate and Business Succession Planning written by Russell J. Fishkind and published by John Wiley & Sons. This book was released on 2002-01-04 with total page 422 pages. Available in PDF, EPUB and Kindle. Book excerpt: EFFECTIVE ESTATE AND BUSINESS SUCCESSION PLANNING UNDER THE NEW TAX LAW A properly designed and implemented estate and/or business succession plan is key to providing for and protecting loved ones in the most tax-efficient manner possible. A team of advisors must be assembled from the disciplines of law, insurance, finance, accounting, and tax in order to create a plan that optimizes planning opportunities incorporating both the current state of law with the current state of one’s mind. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition provides you with a unique and comprehensive analysis of the Economic Growth and Tax Relief Reconciliation Act of 2001, the new retirement distribution rules, Section 529 education plans, and split dollar insurance guidelines. It can help professionals and experienced individuals alike take advantage of opportunities presented by the new tax law, avoid common mistakes, and understand complex estate and business succession planning techniques. Written by two attorneys who specialize in estate planning matters, this easy-to-read book provides you with complete information and strategies for a variety of issues including: How to plan in light of the phased-in provisions of the Economic Growth and Tax Relief Reconciliation Act of 2001 Top twenty factors to consider when creating one’s Will, as well as creating a Power of Attorney and Health Care Proxy Annual Exclusion and Exemption Equivalent Planning Irrevocable Life Insurance Trusts and Crummey Notices Charitable Remainder Trusts and Foundations Family Limited Partnerships Business Succession Planning Techniques Split Dollar Plans Section 529 education plans Retirement distribution rules Self-Canceling Installment Notes Intentionally Defective Grantor Trusts GRITs, GRATs, and GRUTs And this is just a sampling of the expertise that the authors provide in a truly unique and understandable text. J.K. Lasser Pro Estate and Business Succession Planning, Second Edition contains all you need to make the most of the new tax law while navigating this complex area, and shows you how to protect and provide for loved ones for generations to come. Please visit our Web site at www.jklasser.com

A Guide to International Estate Planning

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Author :
Publisher :
ISBN 13 : 9781627222679
Total Pages : 828 pages
Book Rating : 4.2/5 (226 download)

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Book Synopsis A Guide to International Estate Planning by : Leigh-Alexandra Basha

Download or read book A Guide to International Estate Planning written by Leigh-Alexandra Basha and published by . This book was released on 2014 with total page 828 pages. Available in PDF, EPUB and Kindle. Book excerpt: With the explosive growth in international investments, more and more lawyers and financial advisors realize the acute need to properly address critical issues of international estate planning for their clients. Whether you are counseling a foreign national or an American citizen, whether your practice is in the U.S. or abroad, whether you want to develop a general expertise in the area or are confronted by these issues on a more frequent basis, this compendium is a necessary and practical resource to help you identify and navigate many of the complex planning and regulatory compliance issues, both legal and tax, involved in international estate planning. In addition to providing a complete overview of the basic principles and procedures of international asset management from addressing the conflict of laws issues that are central in determining which country s laws will govern the disposition of a donor or decedent s wealth to the basic transfer tax rules for nonresident aliens, U.S. citizens, and resident aliens A Guide to International Estate Planning teaches proven strategies, techniques, and practical applications to use for meeting your clients international estate planning needs. Twenty-two detailed chapters are written by trust and estate lawyers with significant experience in international issues. Their advice goes beyond simply highlighting issues in estate planning, emphasizing key issues as compliance, treaty, choice of law, and estate administration problems. This updated edition now includes chapters on FATF and anti-money laundering and offshore compliance, as well as chapters from several foreign jurisdictions to provide comparative insights on different topics."

Ernst and Young's Personal Financial Planning Guide

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Author :
Publisher : Wiley
ISBN 13 : 9780471351894
Total Pages : 546 pages
Book Rating : 4.3/5 (518 download)

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Book Synopsis Ernst and Young's Personal Financial Planning Guide by : Ernst

Download or read book Ernst and Young's Personal Financial Planning Guide written by Ernst and published by Wiley. This book was released on 1999 with total page 546 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Ernst & Young's Retirement Planning Guide

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Author :
Publisher :
ISBN 13 :
Total Pages : 336 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Ernst & Young's Retirement Planning Guide by : William J. Arnone

Download or read book Ernst & Young's Retirement Planning Guide written by William J. Arnone and published by . This book was released on 2000-12-12 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: This practical guide highlights key financial and personal issues to consider during your pre-retirement and retirement years, including essential information on how the new tax law will affect your retirement.

Estate & Business Succession Planning

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Author :
Publisher :
ISBN 13 : 9780646493558
Total Pages : 0 pages
Book Rating : 4.4/5 (935 download)

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Book Synopsis Estate & Business Succession Planning by : Bernie O'Sullivan

Download or read book Estate & Business Succession Planning written by Bernie O'Sullivan and published by . This book was released on 2008 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Destructive Power of Family Wealth

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1119327539
Total Pages : 296 pages
Book Rating : 4.1/5 (193 download)

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Book Synopsis The Destructive Power of Family Wealth by : Philip Marcovici

Download or read book The Destructive Power of Family Wealth written by Philip Marcovici and published by John Wiley & Sons. This book was released on 2016-09-28 with total page 296 pages. Available in PDF, EPUB and Kindle. Book excerpt: Wealth owners are responsible for more than just assets The Destructive Power of Family Wealth offers thoughtful, holistic planning to ensure that your wealth remains a positive force for your family. While today's families have become global and the world has become smaller and more mobile, we have not yet become immune to the problems wealth poses to the family unit. This book provides authoritative guidance on family wealth management, with an emphasis on both family and wealth. Global taxation regimes, changing bank secrecy laws, asset protection and other critical issues are examined in depth to assist wealth owners in planning, and the discussion includes details on the essential tools that aid in the execution of any wealth management strategy. More than a simple financial planning guide, this book also delves into the psychology of wealth, and the effect it has on different family members; wealth destroys families every day, and smart management means maintaining the health of the family as much as it means maintaining and expanding wealth. Family wealth brings advantages, but it also carries a potential for destruction. Wealth owners have a responsibility to their families and to themselves, and this book provides the critical guidance you need to get it right, whether you are part of a wealth-owning family or are an advisor to wealth-owning families. Learn how careful planning can prevent family strife Protect assets from risks ranging from divorce to political upheaval Explore the many tools that facilitate secure wealth management Discover how changing global regulations affect wealth Understand how private banks and other advisors work Uncover challenges faced by the wealth management industry Find out how to work with advisors and to manage costs while ensuring efficient and effective outcomes Families at all levels of wealth are vulnerable to shifting economic climates, evolving regulatory issues, asset threats and more. Any amount of wealth is enough to shatter a family, but deeply intentional planning based on thoughtful consideration is the key to keeping destructive forces at bay. The Destructive Power of Family Wealth provides expert guidance and a fresh perspective to help you maintain both family and wealth. For those in the wealth management industry and for other advisors to wealth-owning families, The Destructive Power of Family Wealth contains insight on the needs of today's wealth-owning families, ways in which the tools of wealth planning address those needs and guidance on what it takes to be a successful, trusted family advisor.

The German Inheritance and Gift Tax

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Author :
Publisher : American Bar Association
ISBN 13 : 9781634258395
Total Pages : 0 pages
Book Rating : 4.2/5 (583 download)

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Book Synopsis The German Inheritance and Gift Tax by : Stefan Königer

Download or read book The German Inheritance and Gift Tax written by Stefan Königer and published by American Bar Association. This book was released on 2018-03-06 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Germany is the fourth largest economy in the world, making it an attractive business location and boasting a high standard of living. A number of companies have their registered offices in Germany, including many organized as family businesses. In addition, with worldwide mobility and the internationalization of companies, there has been an increase in binational marriages and dual citizenships. These factors often result in German inheritance and gift tax consequences, either through a residence or through assets held in Germany. By providing deep insights in all issues of tax liability, valuation, tax calculation as well as tax assessment and levy procedures in Germany, this detailed guide is an ideal support for international tax lawyers involved in succession planning for clients who either reside in Germany or hold German assets. The book comprises legal text of the German Inheritance and Gift Tax Act as well as in-depth commentary and guidance, section by section. Beginning with an overview of the basic structure of the German Inheritance and Gift Tax Act, chapters in the book address each section of Act and the author's informed commentary includes practical advice and instructions regarding tax planning. Topics addressed in the German Inheritance and Gift Tax Act include these issues, among many others: - Taxable transactions- Personal tax liability- Community property- Gifts inter vivos- Valuation- Tax exemptions- Privileged assets- Real estate- Tax rates- Taxation of pensions, uses, and services- Duty of notification

JK Lasser's New Rules for Estate, Retirement, and Tax Planning

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Author :
Publisher : John Wiley & Sons
ISBN 13 : 1118930002
Total Pages : 320 pages
Book Rating : 4.1/5 (189 download)

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Book Synopsis JK Lasser's New Rules for Estate, Retirement, and Tax Planning by : Stewart H. Welch, III

Download or read book JK Lasser's New Rules for Estate, Retirement, and Tax Planning written by Stewart H. Welch, III and published by John Wiley & Sons. This book was released on 2014-09-19 with total page 320 pages. Available in PDF, EPUB and Kindle. Book excerpt: Current, relevant estate, retirement and tax planning strategies with expert insight and advice JK Lasser's New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you'll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book's expert guidance provides the background information you need to prepare properly. Estate planning is a complex topic, made even more complex by constantly changing laws. Failing to plan properly can result in your loved ones losing out on much of your hard-earned assets, and researching the topic on your own can be a minefield of assumptions, misunderstandings, and potential legal consequences. New Rules for Estate, Retirement and Tax Planning helps you sidestep the confusion, distilling the information down to what's relevant and current. This practical resource covers a wealth of important issues, including: Estate planning, taxation, and investing for maximum growth The role of wills, executors, and trusts, and how to treat charitable contributions Life insurance, retirement planning, Social Security claiming strategies and the do's and don'ts of gifting Business planning, including succession, asset protection, and family limited partnerships You've worked hard your entire life. You managed to accumulate assets. New Rules for Estate, Retirement and Tax Planning will help you maximize the transfer of your assets to the people and charities you love rather than the federal government in the form of taxes.

A Guide to International Estate Planning

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Author :
Publisher : American Bar Association
ISBN 13 :
Total Pages : 782 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis A Guide to International Estate Planning by : Jeffrey A. Schoenblum

Download or read book A Guide to International Estate Planning written by Jeffrey A. Schoenblum and published by American Bar Association. This book was released on 2000 with total page 782 pages. Available in PDF, EPUB and Kindle. Book excerpt: This resource provides expert and current guidance on the basic principles of international estate planning, the complex taxation issues involved, jurisdictional options, and governmental controls and reporting requirements.

Estate & Business Succession Planning 2013-2014

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Publisher :
ISBN 13 : 9780987300034
Total Pages : 456 pages
Book Rating : 4.3/5 ( download)

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Book Synopsis Estate & Business Succession Planning 2013-2014 by : Bernie O'Sullivan

Download or read book Estate & Business Succession Planning 2013-2014 written by Bernie O'Sullivan and published by . This book was released on 2013 with total page 456 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The Wall Street Journal Complete Estate-Planning Guidebook

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Author :
Publisher : Currency
ISBN 13 : 0307461289
Total Pages : 210 pages
Book Rating : 4.3/5 (74 download)

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Book Synopsis The Wall Street Journal Complete Estate-Planning Guidebook by : Rachel Emma Silverman

Download or read book The Wall Street Journal Complete Estate-Planning Guidebook written by Rachel Emma Silverman and published by Currency. This book was released on 2011-09-06 with total page 210 pages. Available in PDF, EPUB and Kindle. Book excerpt: Let’s face it: you can't avoid death or taxes. But you can create an estate plan that will make both a whole lot easier for your loved ones and put you in control of how your assets will get passed to your heirs. Here, Wall Street Journal personal-finance reporter Rachel Emma Silverman walks you step-by-step through the process. Chock-full of clear and solid advice on how to get the most out of the main estate planning tools - including wills, trusts, life insurance, guardianship papers, and powers-of-attorney documents - the Wall Street Journal Complete Estate-Planning Guidebook will help make your estate-planning process as simple, smooth, and unintimidating as possible. This book will help you: · Clarify your estate-planning goals, such as dividing up property for heirs, reducing taxes or leaving money for charity · Understand the key estate-planning documents you’ll need, including wills, beneficiary-designation forms, powers-of-attorney and health-care advance directives · Decode the technical jargon that estate planners often use, so you feel comfortable discussing QTIPs and QPRTs when you sit down with your lawyer. · Reduce possible estate, gift or generation-skipping taxes and legal and probate fees – decreasing what goes to the tax man and increasing what goes to your heirs · Learn strategies to divide money and personal property among your heirs, and reduce the possibility of family fights · Discuss sensitive estate-planning issues with your family · Maintain your estate-plan over time, including how to store and when to update your documents With completely up-to-date information on how to navigate the new 2011 estate tax legislation, and thoughtful advice on how to handle your estate in complicated situations – like if you’re single, in a same-sex relationship, or wish to provide for children with special needs - this is the estae-planning guide for today’s messy and complicated world. One of the biggest estate planning mistakes people make, says Silverman, is waiting too long to start. Which is why the Wall Street Journal Complete Estate-Planning Guidebook isn’t just for those planning for retirement or their golden years. It’s for anyone, of any age, who wants the peace of mind of knowing that your wishes will be respected and your hard-earned money will get passed on as you would like.

International Estate Planning

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Author :
Publisher :
ISBN 13 : 9781578234578
Total Pages : pages
Book Rating : 4.2/5 (345 download)

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Book Synopsis International Estate Planning by : Barbara R. Hauser

Download or read book International Estate Planning written by Barbara R. Hauser and published by . This book was released on 2018 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Estate Planning for the Family Business Owner

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Author :
Publisher :
ISBN 13 :
Total Pages : 1398 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Estate Planning for the Family Business Owner by :

Download or read book Estate Planning for the Family Business Owner written by and published by . This book was released on 2011 with total page 1398 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Securing the Future, Volume 1

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Publisher : John Wiley & Sons
ISBN 13 : 1940235588
Total Pages : 176 pages
Book Rating : 4.9/5 (42 download)

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Book Synopsis Securing the Future, Volume 1 by : William Reeb

Download or read book Securing the Future, Volume 1 written by William Reeb and published by John Wiley & Sons. This book was released on 2016-11-21 with total page 176 pages. Available in PDF, EPUB and Kindle. Book excerpt: Is your firm poised for long-term success and viability? Do you even know what that looks like for your firm? The reality is that most CPA firms have their work cut out for them if they want exiting partners to retire comfortably and future leaders to flourish. In the new edition of this popular book and its companion workbook, Reeb and Cingoranelli impart the same no-nonsense advice on succession planning and management that they share with their clients, providing you with the benefits of their years of experience, research, and methodologies. Volume 1 covers fundamental succession and management concepts to ensure that every partner and manager is on the same page and working toward a shared vision. After reading this book you will be able to: Take steps to maximize your firm’s value Shore up your business strategy and operations Remove personal preferences and entitlements from partner discussions Build a strong partner group Ensure your firm survives the departure of key people by creating or improving your succession plan, and more!