Newsletters

Estate of Charlene B. Shurtz v. Commissioner: Another Taxpayer 2036 Victory! Steve Leimberg's Estate Planning Newsletter Issue:1598    08-Feb-10

Finance 2.6.2010 - Survey of the Wealthy Bob LeClair's Finance and Markets Newsletter Issue:534    07-Feb-10

PLR 201001016 – Certificate Treated as Annuity Steve Leimberg's Estate Planning Newsletter Issue:1597    04-Feb-10

Advisory Opinion 2009-03A – Pledging Personal Account as Security for IRA is a Prohibited Transactio Steve Leimberg's Employee Benefits and Retirement Newsletter Issue:513    03-Feb-10

Oshins: The Best States for Trusts Steve Leimberg's Estate Planning Newsletter Issue:1596    02-Feb-10

FLASH: Notice 2010-19 & Guidance on IRC Sec. 2511(c) Steve Leimberg's Estate Planning Newsletter Issue:1595    02-Feb-10

Actual Text

Podcasts

Picker and Keebler on IRS Notice 2009-75
updated:31-Jan-10

Roth IRA Conversions - Bob Keebler
updated:02-Sep-09

Gadgets and Gizmos - Ed Zollars
updated:01-Jun-09

The Education of the Taxpayer from a Business Perspective - Ed Zollars
updated:18-May-09

The Limits on Taking a Return Position - Ed Zollars
updated:09-May-09

Net Operating Loss Guidance: Let's Try This One Again - Ed Zollars
updated:03-May-09

What's Up Doc? Employee or Not? - Ed Zollars
updated:25-Apr-09

A Matter of Time (And Innocent Spouses) - Ed Zollars
updated:20-Apr-09

BlogWatch

States Scramble to Fill Estate Tax Void
04-Feb-10

Web Sites Preserve Data Access and Final Messages
27-Jan-10

Virginia Bill Would Patch Estate Plans
24-Jan-10

Tactfully Handling a Change of Guardians
24-Jan-10

Finance Writer Highlights Dangers of DIY Estate Planning
19-Jan-10

Which States are the Most Trust-Friendly?
15-Jan-10

2010: Profitable Year for Estate Planners?
11-Jan-10

Worksheet Helps Lawyers Analyze Undue Infuence Evidence
07-Jan-10

Findlaw Survey: Lots of Americans Need Legal Help with Estate Planning
07-Jan-10

Journals

Charitable Lead Trusts—A Win-Win Strategy for Donors and Charities
B. K. Jackson-Cooper - Taxation of Exempts

Exculpatory Clauses May Give Trustees Extra Protection From Liability
Charles W. Pieterse and Charles E. Coates, III - Estate Planning

Amending and Terminating Perpetual Conservation Easements
Nancy A. McLaughlin and Benjamin Machlis - Probate & Property

Post-Mortem Access to Funds From Closely Held Business Interests
Hugh F. Drake and Edward F. Koren - Practical Tax Lawyer

Factors to Consider When Making a Choice-of-Entity Decision
T.J. Estabrook - Practical Tax Strategies

Law Threads
(Online Discussions)

Quick Take: Dealing with 2511(c) Issue -- 1/28/2010

Should ILIT Trustee Notify Beneficiaries Before Allowing Policy Lapse? -- 1/25/2010

Special Report: Summaries from the 2010 Heckerling Institute -- 1/14/2010

Predicting the Future of the Estate Tax 1/12/2010

What Type of Deed Should be Used to Fund Revocable Trust? -- 12/23/2009

Web Links

Talking Tax Forms -- IRS
The Internal Revenue Service has federal tax form formats which are available to individuals who are sight impaired. More than 700 talking federal income tax forms are available on its web site. The speech friendly forms are easy to use with Microsoft Active Accessibility compliant screen readers and Dragon Naturally Speaking Voice Recognition Software. Braille and large-print forms and publications are also available on-line.

Life Insurance Trusts in 2010 - McGuire Woods
Brief update discusses strategies for the creation and funding of life insurance trusts at a time when there is no generation-skipping transfer tax.

Federal Estate and Gift Taxes - Congressional Budget Office
Briefing issued December 18, 2009 examines options for federal estate and gift tax legislation and discusses their revenue effects.

Charity Navigator
Database of information on over 5000 charitable organizations. Provides financial information and information about mission, programs and leadership. Ranks charities on how efficiently they use contributions.

Money Chimp
This site provides investors with a wide range of articles, data, and calculators to help in analyzing and selecting attractive stocks for investment purposes.