Issue 16 – Fourth Quarter, 2013
NAEPC Journal of Estate & Tax Planning
Editor’s Note: This “dinner menu” summary is designed to help you with the flavor of the article before you read more. If you are interested in the article, click its title to access a copy.
Regular Columns and Reports
Fourth Quarter Update
Ten Steps to Take Now in Light of Estate Tax Legislation (PDF file)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2149 (September 30, 2013);
Originally presented at the 28th Annual Florida Institute of CPAs Accounting
Author: Barry Nelson JD |
ACTEC-2013 Fall Meeting Musings (PDF file)
Author: Author: Steve Akers, JD, AEP® (Distinguished) |
15 Strategies for 2013 Year-End Planning (PDF file)
Reprinted with the permission of the AICPA
Author: Robert S. Keebler, CPA, MST, AEP® (Distinguished) |
Portability: The New Estate Plan Modality (PDF file)
Reprinted with the permission of Trusts & Estates, May, 2013 (NAEPC Member Discounted Subscription)
Author: Stephanie Rapkin |
State Estate Tax Planning and Portability (PDF file)
Reprinted with the permission of Estate Planning Review – The Journal, November, 19 2013.
Authors: Stanford J. Schlesinger, Esq. and Martin R. Goodman, Esq. |
Year-End Tax Planning for Individuals and Business (PDF file)
Author: Sidney Kess, CPA, JD, LL.M., AEP® (Distinguished) |
Goldilocks’ Estate Planning: Not too little Not too much (PDF file)
Reprinted with the permission of SRR Journal
Authors: Stephen S. Schilling, CFA and Matthew J. Teich CFA, CFP |
Avoiding the High Post-ATRA Trust Tax Rates (PDF file)
Reprinted with the permission of WealthCounsel
Authors: Randy Gardner, J.D., LL.M., CPA, CFP®, Matthew T. McClintock, J.D., Leslie Daff, J.D., MBA®, Julie Welch, MSA, CPA, CFP® |
Advanced Estate Planning With Alternative Investments (PDF file)
Author: Joe O. Luby III CFP® |
Holding The Charitable Conversation With Clients (PDF file)
Author: Ken Nopar |
Same Sex Marriages Recognized for Same Sex Purposes-Revenue Ruling 2013-72 (PDF file)
Internal Revenue Service |
S Corporations in Trust and New 3.8 Percent Tax (PDF file)
Reprinted with the permission of Cannon Financial Institute |
