Search Catalog 
 My Account 
 Library Home Page 
   
Basic SearchAdvanced SearchHistorypclawlibrary@gmail.com
Search:    Refine Search 
> You're searching: Pierce County Law Library
 
 Search Results
 36 titles matched: Inheritance and transfer tax -- Law and legislation -- United States.
Sort by: 
   Limit by:  
 Next
 This library owns a copy means this library owns a copy

 1.
Tax stretegies for estate, retirement and financial planning / authors, Kristina Ash, John M. Colvin, Brian G. Isaacson ...[et.al.]  This library owns a copy
Add to my list
Eau Claire, WI : National Business Institute (NBI), 2018.
Add to my list
Add to my list
contents: Top lifefime transfer strategies to reduce taxes -- Valuation of assets: how to protect clients from tax penalties -- Using LLCs and partnerhsips (pass-through entities) to your client's advantage -- Tax strategies in retirement planning -- Defensive wealth planning techniques: protecting against creditors and the IRS -- Tax regulatory update -- Charitable giving as a tax tool -- Ethical considerations -- Cross-border tax issues every estate planner needs to know.
Add to my list
LocationCollectionCall No.StatusDue Date
Pierce County Law LibrarySeminar materialsKF750.A2 .T54 2018Checked in 
 
 Add to my list  

 2.
2018 fall probate and trust seminar : advanced topics in Washington estate planning and administration / program co-chairs, Anna M. Cashman, Tiffany Gorton; presented by WSBA CLE in partnership with the WSBA RPPT Section.  This library owns a copy
Add to my list
Seattle, Wash. : Washington State Bar Association, 2018.
Add to my list
Add to my list
contents: Overview of the Expatriation Tax -- Washington estate planning -- Estate planning for the unusual: person, places and things -- QTIP election of a Washington Exemption Trust -- Prenuptual agreements: outside the four corners -- Creditor claims: tricks and traps -- What not to do: real life ethical violations in trust and estate practice. DRA -- Powers of attorney: digital asssets and partnership audit -- An ethical review of representing trusts and estates: who is the client?
Add to my list
LocationCollectionCall No.StatusDue Date
Pierce County Law LibrarySeminar materialsKF750 .A2 R42 2018 CLEAvailable for use 
 
 Add to my list  

 3.
Administrative powers / by Alan S. Acker. This library owns a copy
by Acker, Alan S., 1953-
Arlington, VA : Tax Management Inc., c2012-
Add to my list
Add to my list
contents: General estate and gift tax implications -- Definition of administrative powers -- Creation of administrative powers -- Power of settlor to act as trustee or to appoint trustees -- Estate tax statutory concepts -- Gift tax statutory concepts -- Effect of state law -- Specific administrative powers.
Notes: "Revises and supersedes 820-2nd T.M."
"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, including third parties such as trust protectors." -- iii.
LocationCollectionCall No.StatusDue Date
Pierce County Law LibraryReading RoomKF6289.A1 T35 no.820-3rdAvailable for use 
 
 Add to my list  

 4.
Bilateral transfer tax treaties / by Jeffrey A. Schoenblum. This library owns a copy
by Schoenblum, Jeffrey A.
Washington, DC : Tax Management Inc., c2003-
Add to my list
Add to my list
Add to my list
Add to my list
LocationCollectionCall No.StatusDue Date
Pierce County Law LibraryReading RoomKF6289.A1 T35 no.851Available for use 
 
 Add to my list  

 5.
Choosing a domestic jurisdiction for a long-term trust / by Richard W. Nenno. This library owns a copy
by Nenno, Richard W.
Arlington, VA: Tax Management Inc., c2010.
Add to my list
Add to my list
contents: Initial considerations -- Federal tax implications of perpetual dynasty trusts -- Clients' ability to choose a jurisdiction for a trust -- Beneficiaries' ability to defeat client's selection of a jurisdiction for a trust state -- Factors to consider in selecting a trust state -- Ethical and practical concerns when creating a dynasty trust in a trust state -- Moving a dynasty trust to a more favorable state -- The nonresident alien dynasty trust -- Table of worksheets.
Notes: Kept up to date by replacement pages.
LocationCollectionCall No.StatusDue Date
Pierce County Law LibraryReading RoomKF6289.A1 T35 no. 867Available for use 
 
 Add to my list  

 6.
Dynasty trusts / by Christopher P. Cline. This library owns a copy
by Cline, Christopher P. 1960-
Arlington, VA : Tax Management, Inc. 2008-
Add to my list
Add to my list
contents: State law issues -- Federal tax issues -- Planning issues -- Funding issues -- Drafting issues.
Notes: "Revises and supersedes 838 TM."
LocationCollectionCall No.StatusDue Date
Pierce County Law LibraryReading RoomKF6289.A1 T35 no. 838-2ndAvailable for use 
 
 Add to my list  

 7.
Estate, gift, and generation-skipping tax returns and audits / by Laura H. Peebles and Craig L. Janes. This library owns a copy
by Peebles, Laura H.
Washington, DC : Tax Management, c2004-
Add to my list
Add to my list
Add to my list
Notes: Rev. ed. of: Estate and gift tax returns and audits / by John T. Bertau, Ric Gregoria, and Wayne F. Seitl. 1998- (Tax management protfolios ; 822).
LocationCollectionCall No.StatusDue Date
Pierce County Law LibraryReading RoomKF6289.A1 T35 no. 822-2ndChecked in 
 
 Add to my list  

 8.
Estate and gift tax charitable deductions / by Edward J. Beckwith, Natanya H. Allan. This library owns a copy
by Beckwith, Edward J.
Arlington, VA : Tax Management, inc., c2011-
Add to my list
Add to my list
contents: Introduction to estate tax deduction -- Qualifying transfers -- Split-interest transfers -- Former law on split interests and powers of diversion -- Amount deductible -- Proof to support deduction -- Disallowance of deduction - section 2055a)(2), (a)(3) and (e)(1) -- Nonresident alien decedents - section 2106(a)(2) -- Introduction to gift tax deduction -- Table of worksheets -- Bibliography.
Notes: "This Portfolio revises and supersedes 839 T.M."
LocationCollectionCall No.StatusDue Date
Pierce County Law LibraryReading RoomKF6289.A1 T35 no.839-2ndAvailable for use 
 
 Add to my list  

 9.
Estate and gift tax issues for employee benefit plans / by Louis A. Mezzullo. This library owns a copy
by Mezzullo, Louis A., 1944-
Arlington, VA : Tax Management Inc., c2013-
Add to my list
Add to my list
contents: Background -- Transfer and income taxes; penalty taxes -- Planning.
Notes: "...discusses estate planning considerations relating to distributions from qualified retirement plans and individual retirement accounts (IRAs). The portfolio includes a general discussion of qualified retirement plans, traditional IRAs, Roth IRAs, and nonqualified deferred compensation plans. In addition, spousal rights, provided under the Retirement Equity Act of 1984, are discussed in detail." - iii.
"This Portfolio revises and supersedes 378-3rd T.M., Estate and gift tax issues for employee benefit plans."
LocationCollectionCall No.StatusDue Date
Pierce County Law LibraryReading RoomKF6289.A1 T35 no. 378-4thChecked in 
 
 Add to my list  

 10.
Estate and gift tax issues for employee benefit plans / by Louis A. Mezzullo. This library owns a copy
by Mezzullo, Louis A., 1944-
Arlington, VA. : Tax Management Inc., c2013-
Add to my list
Add to my list
contents: Background -- Transfer and income taxes; penalty taxes -- Planning.
Notes: "explores the gift, estate, and generation-skipping transfer tax issues that arise with respect to qualified retirement plan benefits and IRAs. It also discusses income tax considerations, including the income taxation of distributions, the special income tax treatment of employer securities received as part of a distribution, income in respect of a decedent issues that arise when plan benefits and IRAs are paid to the beneficiaries of a deceased participant or account holder, rolling over inherited IRAs, and the ability to roll over distributions from qualified retirement plans. -- iii.
"This Portfolio revises and supersedes 814-3rd T.M., Estate and gift tax issues for employee benefit plans."
LocationCollectionCall No.StatusDue Date
Pierce County Law LibraryReading RoomKF6289.A1 T35 no.814-4thAvailable for use 
 
 Add to my list  

 This library owns a copy means this library owns a copy  1234Next

Add/Remove MyList (max=100, ie. 1,2 5-20) 

Format:HTMLPlain textDelimitedMLAChicago
Email items: (max=100, ie. 1,2 5-20) 
Subject: 
Email to:

Horizon Information Portal 3.24_8266
 Powered by SirsiDynix
© 2001-2013 SirsiDynix All rights reserved.
Horizon Information Portal