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How to Save Time & Taxes Handling Estates

A comprehensive guide to the federal estate tax return


Availability: In Stock
Publisher :Matthew Bender
Format: 1 volume, looseleaf, updated twice per year , BOOK
ISBN: 9780820512037
  $415.00
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    A comprehensive guide to the federal estate tax return, including:

  • Schedule-by-schedule guide to preparing Federal Form 706 (Estate Tax Return), including completely filled-in forms and all the information needed for completion of the return in the most tax-saving manner
  • Generation-Skipping Transfer Tax and Excess Retirement Accumulations Tax
  • How to take full advantage of tax elections, pre- and post-mortem planning techniques in order to produce optimum tax savings
  • Examples and practice tips are found throughout the text to aid in making computations and in planning
  • How to handle the audit and appeals process, as well as payments, collections and refunds
  • Filing the Decedent's Form 709 (Gift Tax Return)
  • Appendix reproduces estate and gift tax sections of the Internal Revenue Code, valuation tables and forms

    First published in 1966.

    Also available on LexisNexis CD Tax & Estate Planning Law Library.

    • Chapter 1 Basic Principles of the Federal Estate Tax
    Chapter 2 Schedule A--Real Estate
    Chapter 2A Schedule A-1--Special Use Valuation
    Chapter 3 Schedule B--Stocks and Bonds
    Chapter 4 Schedule C--Mortgages, Notes, and Cash
    Chapter 5 Schedule D--Insurance
    Chapter 6 Schedule E--Jointly Owned Property
    Chapter 7 Schedule F--Miscellaneous Property
    Chapter 8 Schedule G--Transfers During Decedent's Life
    Chapter 9 Schedule H--Powers of Appointment
    Chapter 10 Schedule I--Annuities
    Chapter 11 Schedules J, K, and L--Expenses, Debts and Losses
    Chapter 12 Schedule M--Marital Deduction
    Chapter 13 Schedule O--Charitable Transfers
    Chapter 14 Schedules P and Q--Computation of Tax and Credits
    Chapter 14A Schedule T--Qualified Family-Owned Business Interest Deduction
    Chapter 14B Schedule U--Qualified Conservation Easement Exclusion
    Chapter 14C Form 706NA--Nonresident Not a Citizen of the United States
    Chapter 15 Payment, Collection and Refunds
    Chapter 16 Audit and Appeal
    Chapter 17 Estate Planning and Administration
    Chapter 18 Decedent's Final Gift Tax Return
    Chapter 19 Schedules R and R-1--Generation-Skipping Transfer Tax
    Chapter 20 Schedule S--Additional Estate Tax On Excess Retirement Accumulations
    Chapter 21 Valuation of Intrafamily Transfers--the Anti-Estate Tax Freeze Rules
    Chapter 22 Valuation
    Chapter 23 Planning for Federal Wealth Transfer Taxation After 2009
    APPENDIX I Valuation of Annuities, Life Estates, Remainders, and Reversions
    APPENDIX II Estate and Gift Tax Returns--Forms
    APPENDIX III Federal Estate and Gift Tax: Rates, Credits and Inflation Adjusted Amounts

     

     

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