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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.

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Written by leading practitioners in the field, the Estates, Gifts and Trusts Portfolios provide everything necessary to ...
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This bimonthly review gives you an ongoing perspective on todays many estate planning topics, such as marital deduction ...
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This Portfolio describes the advantages and disadvantages of private annuities and self-canceling installment notes (SCI ...
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This Portfolio explores the federal estate, income, gift, and generation-skipping transfer tax aspects of employee plan ...
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The BNA Tax and Accounting Center is the only planning resource to offer expert analysis and practice tools from the wor ...