How to Save Time & Taxes Handling Estates

A comprehensive guide to the federal estate tax return.

Select a format

Print Book:2 volumes, looseleaf, updated twice per year
ISBN: 9780820512037
In Stock
Price
$1,455.00
QTY
eBook:epub
ISBN: 9781579112813
In Stock
Price
$1,324.00
Best value
QTY
eBook:mobi
ISBN: 9781579112813
In Stock
Price
$1,324.00
Best value
QTY
International Order Inquiry

Product description

View a sample of this title using the ReadNow feature

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

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

eBooks, CDs, downloadable content, and software purchases are noncancelable, nonrefundable and nonreturnable. Click here for more information about LexisNexis eBooks. The eBook versions of this title may feature links to Lexis+® for further legal research options. A valid subscription to Lexis+® is required to access this content.

 

Featured Authors

Table of contents

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 Computation of Tax, Part 2 and Credits, Schedules P and Q

Chapter 15 Schedules R and R-1--Generation-Skipping Transfer Tax

Chapter 16 Former Schedule T--Qualified Family-Owned Business Interest Deduction

Chapter 17 Schedule U--Qualified Conservation Easement Exclusion

Chapter 18 Part 6--Making the Portability Election and Using the Deceased Spousal Unused Exclusion Amount

Chapter 19 Payment of Estate Tax

Chapter 20 Valuation

Chapter 21 Valuation of Intrafamily Transfers--The Anti-Estate Tax Freeze Rules

Chapter 22 [RESERVED]

Chapter 23 [RESERVED]

Chapter 24 [RESERVED]

Chapter 25 [RESERVED]

Chapter 26 Audit and Appeal

Chapter 27 Consistent Reporting of Basis

Chapter 28 Decedent's Final Gift Tax Return

Chapter 29 Form 706NA--Nonresident Not a Citizen of the United States

Chapter 30 [RESERVED]

Chapter 31 [RESERVED]

Chapter 32 [RESERVED]

Chapter 33 [RESERVED]

Chapter 34 Decedents Dying in 2010

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