Private Clients Legal & Tax Planning Answer Book

Private Clients Legal & Tax Planning Answer Book
Author: G. Warren Whitaker
Publisher:
Total Pages: 0
Release: 2018-11-15
Genre: Estate planning
ISBN: 9781402431425
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Private Clients Legal & Tax Planning Answer Book 2016 provides practical guidance for estate planning for individuals.The new Q&A resource addresses complex client questions related to the benefit and protection of the client's assets, dispositions to current and future family members, the uses of trusts and other vehicles, and current and future charitable donations.Authored and edited by G. Warren Whitaker and a team of experts from Day Pitney LLP, this new Answer Bookdiscusses the different ways in which assets can be owned and transferred; best practices in executing wills and trusts; clear guidance on estate, gift and generation-skipping transfer taxes; and answers on retirement accounts, charitable giving, and family and marital issues.Stockpiled with highlighted practice tips, Private Clients Legal &Tax Planning Answer Book 2016 also provides guidance on issues related to incapacitation, international concerns, and managing the estate planning team (attorneys, accountants, trust officer, etc.)

Trust Taxation

Trust Taxation
Author: Emma Chamberlain
Publisher:
Total Pages: 1679
Release: 2011
Genre: Trusts and trustees
ISBN: 9780414043350
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Trust Taxation covers the taxation of UK resident and non-resident trusts explaining in detail the income tax, capital gains tax and inheritance tax treatment of the various different types of trusts. The book covers the tax consequences of creating and ending a trust, as well as the tax issues to consider during the lifetime of each type of trust and on distributions to beneficiaries. Part 1 contains an overview of trust law including recent case law on Hastings Bass, the categorisation of foreign entities, the new domicile and residence proposals and case law on residence and domicile generally. It also summaries the tax rules for foreign domiciliaries. Parts 2 to 4 explain the relevant legislation in detail as it relates to trusts, including discussion of entrepreneurs' relief, rollover relief, reservation of benefit, excluded property and relevant property trusts. Part 5 deals with special situations, including the family home, chattels, employee benefit trusts, pilot trusts, bare trusts, disabled trusts, will drafting, variations, business property relief and agricultural property relief, divorce and trusts.

Individual Tax Answer Book

Individual Tax Answer Book
Author: Terence M. Myers
Publisher: CCH
Total Pages: 612
Release: 2008-08
Genre: Business & Economics
ISBN: 9780808019022
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The Individual Tax Answer Book is designed as a one-stop resource for the tax professional who deals with individuals and their tax issues. Whether you are an accountant, lawyer or tax return preparer, whether you are preparing a client's 2008 return or helping your client plan for the 2009 tax year, this book will provide you with comprehensive and straight-forward answers to the most vexing tax questions that arise in connection with individual clients.

The Tax and Legal Playbook

The Tax and Legal Playbook
Author: Mark J. Kohler
Publisher: Entrepreneur Press
Total Pages: 346
Release: 2019-07-23
Genre: Business & Economics
ISBN: 161308403X
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The Tax Rules Have Changed. Your Business Should, Too. The Tax Cut and Jobs Act of 2017 marks the biggest tax reform in more than 30 years. The changes to the tax code are complex (especially for the small-business owner), but you don't have to go it alone. CPA and Attorney Mark J. Kohler delivers a comprehensive analysis of the new tax and legal structure you desperately need to help make the new tax law work for you. In this revised edition of The Tax and Legal Playbook, Kohler reveals clear-cut truths about tax and legal planning and delivers a practical, play-by-play guide that helps you build wealth, save on taxes, and protect your assets. Using real-world case studies, tax-savvy tips, game plans, and discussion points, Kohler coaches you through the complexities of the tax game of the small-business owner. You'll also learn how to: Examine your business needs and pick the right business entity for you Build your personal and corporate credit in eight steps Implement affordable asset protection strategies Take advantage of underutilized business tax deductions Pick the right health-care, retirement, and estate plans Bring on partners and investors the right way Plan for your future with self-directed retirement funds Reading from cover to cover or refer to each chapter as needed, you will come away wiser and better equipped to make the best decisions for your business, your family, and yourself.

Elder Law Answer Book

Elder Law Answer Book
Author: Robert B. Fleming
Publisher: Aspen Publishers
Total Pages: 0
Release: 2009-10-28
Genre: Estate planning
ISBN: 9780735580565
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Written by nationally-known elder law practitioners, Robert B. Fleming and Lisa Nachmias Davis, the Elder Law Answer Book gathers the most current legal, regulatory, and practice guidelines from the core topics of elder law, long-term care, estate planning, retirement planning, healthcare decision making, and rights of the elderly -- and presents this information in a thoroughly integrated, easy-access reference. The all-new Third Edition of Elder Law Answer Book helps you render sound advice and give reliable guidance on: Medicaid and Long-Term Care Planning Estate Planning Probate and Trust Administration Special Needs Trusts Medicare And More! Only Elder Law Answer Book delivers and‘How-toand’ explanations of the guiding rule or regulation, along with current citations to the relevant cases and statutesand—including the Deficit Reduction Act Expert legal analysis of the special rules and how they typically apply Detailed information about each of the disparate, but frequently related, aspects of elder law practiceand—age discrimination, nursing home rights, Medicaid and other public benefits programs, as well as traditional estate planning and administration Real-world practice examples that help you implement the applicable rules or guidelines in a wide variety of situations Extensive cross-references to related topicsand—for fast and easy research Index and at-a-glance list of questions that help you zero in on the exact information you are looking for

A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents)

A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents)
Author: Christopher Whitehouse
Publisher: Jordan Publishing (GB)
Total Pages: 0
Release: 2014
Genre: Gifts
ISBN: 9781846615184
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A Modern Approach to Lifetime Tax Planning for Private Clients (with Precedents) provides practitioners with help and guidance on everyday planning and drafting issues, and discusses the typical problems and pitfalls that may be encountered in practice. The book begins by looking at the essential legal framework of giving and tax law through a combination of detailed and authoritative commentary, worked examples and precedents. It then examines specific topics including: trusts and settlements, the family, and looks at particular assets such as the family home, CGT main residence relief, chattels, businesses and farms, investments, and insurance based products. It then goes on to examine tax planning using statutory reliefs and exemptions including joint ownership of land/sharing arrangements, gifts for family maintenance, normal expenditure out of income, charitable giving.