This award-winning guide makes the tax law fun and interesting by connecting examples from more than 150 well-known motion pictures to strategic guidance for estate planning and compliance. It includes complete coverage of the preparation and defense of Form 706, including illustrated estate tax returns, guidance on portability elections, and tips for molding a client’s estate plan during life to benefit the estate tax outcome. The book’s author, Keith Schiller, has more than 25 years of experience teaching tax professionals.
The 2016 PDF Edition will be emailed to buyers of the PDF Version as soon as it is available.
Art of the Estate Tax Return, Second Edition – Estate Planning at the Movies® provides in-depth tax analysis and strategic counsel, while offering the ultimate in readability, by connecting well-known motion pictures to practical estate planning and compliance. These connections create great reminders of significant strategies or law, lending humanity to technical issues, and making the tax law fun.
Art of the Estate Tax Return will enhance your practice and enable you to potentially save your clients millions of dollars in estate taxes by presenting strategic analysis for preparation, presentation, and post-filing defense and advocacy with tax-saving results.
Underlying the cinematic connections, the author shares his best practice tips from a career of preparing, reviewing, and defending estate tax returns, and his greater than 25 years of teaching experience for tax professionals.
With a Foreword by former IRS Appeals Team Manager John Schooler, and an Afterword by Charles W. Morris, the former IRS Territory Manager, Estate and Gift Tax for the Western United States, Art of the Estate Tax Return unsnares the traps and explores the nuances of law and procedure that enter into the preparation and defense of Form 706, including:
The 2016 Cumulative Supplement includes:
death of an unmarried individual
portability-elected estate using simplified reporting
Estate of Purdue: an important victory on three issues
Expanded coverage of gift tax issues relating to Form 706
Copyright Keith Schiller © 2014. All rights reserved. Estate Planning At The Movies® is the registered trademark of Keith Schiller.
View full tables of contents and read the book’s preface.
Read what others have to say about this Bloomberg BNA book.
This is the best resource available for estate tax return preparation…
Former IRS Estate Tax Attorney
Keith Schiller’s work here, the substantive work tied together with his personal insights and experiences and in some cases the insights of others is, by far, the best work on the subject that I have ever seen. By far!
Former IRS Territory Manager, Estate and Gift Tax for the Western United States
Keith Schiller has provided estate tax return preparers with an astounding compilation of invaluable tools to get this most complex task done more quickly, accurately, and thoroughly. His practical advice, gleaned not only from his own extensive practice, but also from leading practitioners as well as former IRS officials, provides wise and creative solutions to some of the most perplexing conundrums posed by today’s hair-pullingly complex Code and Regulations. You’ll find a greatly expanded coverage of portability elections, detailed treatment of IRS Appeal rights and protective refund issues, and extensive discussion of and answers to many highly contentious valuation issues. I know of no single source that even comes close to this book in depth. It belongs – not in your law library – but within reaching distance – since you’ll be using it constantly!
Publisher – Leimberg Information Services, Inc. (LISI)
…an encyclopedic guide for professional practitioners in understanding and preparing IRS Form 706….This volume is most impressive for its breadth and depth of coverage as well as its winning and entertaining style of presentation.
Law Professor and Senior Editor, Estate Planning magazine
All Bloomberg BNA treatises are available on standing order, which ensures you will always receive the most current edition of the book or supplement of the title you have ordered from Bloomberg BNA’s book division. As soon as a new supplement or edition is published (usually annually) for a title you’ve previously purchased and requested to be placed on standing order, we’ll ship it to you to review for 30 days without any obligation. During this period, you can either (a) honor the invoice and receive a 5% discount (in addition to any other discounts you may qualify for) off the then-current price of the update, plus shipping and handling or (b) return the book(s), in which case, your invoice will be cancelled upon receipt of the book(s). Call us for a prepaid UPS label for your return. It’s as simple and easy as that. Most importantly, standing orders mean you will never have to worry about the timeliness of the information you’re relying on. And, you may discontinue standing orders at any time by contacting us at 1.800.960.1220 or by sending an email to firstname.lastname@example.org.
Put me on standing order at a 5% discount off list price of all future updates, in addition to any other discounts I may quality for. (Returnable within 30 days.)
Notify me when updates are available (No standing order will be created).
This Bloomberg BNA report is available on standing order, which ensures you will all receive the latest edition. This report is updated annually and we will send you the latest edition once it has been published. By signing up for standing order you will never have to worry about the timeliness of the information you need. And, you may discontinue standing orders at any time by contacting us at 1.800.372.1033, option 5, or by sending us an email to email@example.com.
Put me on standing order
Notify me when new releases are available (no standing order will be created)