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Estate and Trust Return Preparation Research & Guidance

Find the in-depth analysis, news, practice tools, and guidance you need on estate and trust return preparation from Bloomberg BNA Tax & Accounting. Bloomberg BNA offers a number of resources that provide insights on new policies and developments concerning every facet of estate and trust return preparation, including estate planning strategy, federal transfer taxes, lifetime donative asset transfers, gratuitous property transfers at death, generation-skipping transfers, special property transfer planning considerations, post-mortem issues, and more. Our team of leading practitioners gives you timely updates on best practices, and our products feature working papers, client letters, source documents, practice tools, and sample forms.

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A continuously updated, comprehensive, Web-based guide to everything you need to know to practice before the IRS. Don't ...
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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 is a guide to preparation of the Forms 706 and 709, the federal estate (and generation-skipping transfer ...