Skip Page Banner  
Skip Navigation

Private Foundations Estates, Gifts, and Trusts Research & Guidance

Find the in-depth analysis, news, practice tools, and guidance you need on estates, gifts, and trusts transactions and topics affecting private foundations from Bloomberg BNA Tax & Accounting. Bloomberg BNA offers a number of resources that provide insights on new estates, gifts, and trusts policies and developments concerning private foundations, including Sections 4940 and 4944, distributions, self-dealing, excess business holdings, termination, special rules, and more. Our team of leading practitioners gives you timely updates on best practices, and our products feature working papers, client letters, source documents, and sample forms to fully equip you to deal with any transaction.

Title Price Order
7-Day Free Trial Add To Cart
Written by leading practitioners in the field, the Estates, Gifts and Trusts Portfolios provide everything necessary to ...
7-Day Free Trial Add To Cart
This bimonthly review gives you an ongoing perspective on todays many estate planning topics, such as marital deduction ...
400.00 Add To Cart
This Portfolio discusses the definition and classification of private foundations and public charities.
400.00 Add To Cart
This Portfolio is one of several portfolios dealing with the tax exemption issues encountered by private foundations and ...
400.00 Add To Cart
This Portfolio discusses in detail the excise taxes imposed by §4941 on acts of self-dealing between private foundations ...
400.00 Add To Cart
This Portfolio discusses in detail the distribution requirements imposed by §4942 upon private foundations.
400.00 Add To Cart
This Portfolio discusses excise taxes under §4940 upon the investment income of private foundations and under §4944 upon ...
400.00 Add To Cart
Private Foundations — Taxable Expenditures (Sec. 4945) discusses in detail the restrictions placed upon the activities o ...