Library Search
-
Retirement Plans and Trusts ( September 2000 )
If you have investments with tax-deferral features, such as conventional Individual Retirement Accounts, 401(k) Plans. -
Use of Disclaimers ( December 1999 )
This article discusses the prototype estate plan for couples that have assets that exceed one unified credit which include qualified retirement assets; the estate tax and income tax issues as they apply to the qualified retirement assets; and a proposal for a preferred method to designate the beneficiaries of the qualified retirement assets in order to maximize both income tax and estate tax planning. -
IRS Notice Extends To June 30, 2000 The Deadline for Adding A Flip Feature to Existing Charitable Remainder Unitrusts ( September 1999 )
On December 10, 1998 the U.S. Treasury issued final Regulations affecting charitable remainder unitrusts (CRUT's).. -
Simplified Rules For Taxation Of Preneed Trusts ( September 1999 )
Introduction Is it possible that the Internal Revenue Service is helping you? Making something easier? -
Roth IRA's ( August 1999 )
By now, everyone is at least somewhat familiar with the Roth IRA. Lately, it seems that everyone is espousing its v. -
IRS Liberalizes Rules on S Corporation Ownership by Trusts ( September 1998 )
Once upon a time, S corporations (the kind which pay no federal income tax at the corporate level) had to be owned .
Page:
1
2
Ads by FindLaw