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Estate and Gift Taxes Research & Guidance

Bloomberg BNA Tax & Accounting is your trusted source for detailed analysis and insights on estate and gift taxes. Our renowned Portfolios — written by leading practitioners — provide you with key analysis and compliance guidance on every aspect of estate and gift taxes, including administration, annuities, exemption amount, estate tax return, gift tax, federal gift tax, pre-tax reform act 1976, revocable transfers, valuation, and more. Our experts give you real-world business scenarios providing best practices and alternative approaches to on tax & accounting topics and transactions. Access practice tools, working papers, client letters, source documents, and news to see why tens of thousands of practitioners rely on Bloomberg BNA for exceptional tax and accounting guidance.

Annuities| Estate Tax Deductions| Gift Tax Deductions| Gifts to Minors| Income In Respect of Decedent| Property In Which Decedent Had An Interest| Retained Powers and Beneficial Interests|
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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 Portfolio describes the advantages and disadvantages of private annuities and self-canceling installment notes (SCI ...
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This Portfolio discusses estate planning considerations relating to distributions from qualified retirement plans and in ...
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This Portfolio is a fundamental building block for estate planners as it deals primarily with the question of which inte ...
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This Portfolio analyzes estate tax charitable deductions to a decedent's estate by §2055 for transfers to qualifying rec ...
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This Portfolio discusses two of the five categories of deductions permitted from a decedent's gross estate in arriving a ...
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This Portfolio analyzes rules under §§2010 through 2016 of the Internal Revenue Code and covers topics such as the unifi ...
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Gifts to Minors analyzes in detail the major income tax and transfer tax consequences of gifts to or for the benefit of ...
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This Portfolio discusses the scheme for taxing “income in respect of a decedent” (IRD).
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This Portfolio is concerned with lifetime transfers with respect to which the transferor retains or possesses at death o ...
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This Portfolio discusses lifetime transfers with respect to which the transferor retains at death one or more specified ...
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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 ...
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Estate Tax Marital Deduction presents a detailed study of the marital deduction under the federal wealth transfer tax la ...
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Estate Planning is designed as an authoritative and practical working tool for attorneys, accountants, and others involv ...
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Gifts discusses the definition of “taxable gift” and analyzes when a transfer subject to the gift tax occurs.
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This Portfolio presents a detailed study of disclaimers under the federal estate, gift and generation-skipping transfer ...
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This Portfolio provides detailed coverage of the rules governing the income taxation of estates, trusts, and their benef ...
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This Portfolio is a guide to preparation of the Forms 706 and 709, the federal estate (and generation-skipping transfer ...
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This Portfolio describes the rules governing the administration of charitable remainder trusts and relevant income, gift ...
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For more than 50 years, Daily Tax Report® has helped leading practitioners and policymakers keep on the cutting edge ...
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This Portfolio studies the federal estate, gift, and income taxation of concurrent ownership interests in property with ...