Annuities Estate and Gift Tax Research & Guidance

Bloomberg BNA Tax & Accounting's unparalleled analysis of annuities from an estate planning perspective gives you a more in-depth understanding of existing and forthcoming policies and developments. Practitioners will find in-depth interpretations along with practical approaches based on real-world scenarios. Our products offer comprehensive coverage of every major aspect of annuities, including 403(b) plans, tax-deferred annuities, private annuities, SCINs, and more. Also included are practice tools, client letters, source documents, and working papers to help you with any transaction.