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Personal Life Insurance Trusts Research & Guidance

Bloomberg BNA Tax & Accounting is your trusted source for detailed analysis and insights on personal life insurance trusts. Our renowned Portfolios — written by leading practitioners — provide you with key analysis and compliance guidance on every aspect of personal life insurance trusts, including gift tax concerns in creating and maintaining life insurance trusts, application of the generation-skipping transfer tax, use of irrevocable insurance trusts in split-dollar arrangements, nontaxable gift exclusions, 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.

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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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For more than 50 years, Daily Tax Report® has helped leading practitioners and policymakers keep on the cutting edge ...
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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 income, estate, and gift tax consequences of establishing a revocable or irrevocable life i ...