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Title Author Type Date Words
Using a family LLC for estate planning. Mares, Michael E.; McMurrian, Sara S.; Pascarella, Stephen E., II; Procaro, Gregory A. Jun 1, 2021 1006
The COVID-19 era: Planning for the year end and beyond; Explore these strategies with clients affected by the pandemic. Hammer, Seth Cover story Dec 1, 2020 4177
Six tax planning strategies for low-cost-basis cryptocurrency: Pursue these strategies as part of a multiyear plan to help a client avoid a big tax hit when it comes time to cash in significantly appreciated crytocurrencies. Sarenski, Theodore J.; Firth, Ryan; Strohmeyer, John Dec 1, 2020 1130
Using trusts in divorce tax planning. Young, Patrick L. Nov 1, 2020 1673
Time to consider a Roth conversion: Maximize the benefits of this proven strategy. Mollberg, Kim T. Oct 1, 2020 3260
How to avoid paying taxes. Sep 30, 2020 727
Developing a solid approach to advising clients on Roth IRAs. Sarenski, Theodore J.; Doerrer, Joseph H.; Trotta, Stanley Sep 1, 2020 1938
Recovery rebates: Tax planning pitfalls and opportunities. Gross, Andrew; Hoelscher, Jamie; Reed, Brad Jul 1, 2020 3181
The SECURE Act's changes. Adams, Tom; Lafond, C. Andrew Jul 1, 2020 1299
Four financial planning opportunities to take advantage of in 2020. Westley, Robert A. Jun 1, 2020 3136
Financial planning strategies for depressed asset values. Westley, Robert A. Jun 1, 2020 690
Estate Tax Advice Today: The Impact of Coronavirus, the CARES Act, Low Interest Rates, and Market Declines. Shenkman, Martin M.; Blattmachr, Jonathan G. May 1, 2020 3663
Tax strategies for virtual currency. Young, Patrick L. Mar 1, 2020 1150
Prepare for next tax season by looking in the rearview mirror. Lagarde, Brandon; Forbush, Brent Mar 1, 2020 1709
Stock option planning: Generating value. Sarenski, Theodore J.; Doerrer, Joseph H. Dec 1, 2019 3098
A Tax Executive's Guide to Spin-offs: 10 Things You Won't See in Section 355; Advise board and officers to be careful about certain negotiations or public statements during pendency of the spin. Bailey, David B. Cover story Nov 1, 2019 4306
Planning for Medicare taxes, premiums, and surcharges: A little foresight can reduce costs. Thomas, Francis C. Nov 1, 2019 3862
Like-kind exchanges and personal property. Graat, Brenda Nov 1, 2019 922
Using trusts to shift income to children. Young, Patrick L. Jul 1, 2019 1681
TAX EVASIONINFORMATION SYSTEM AND BLOCKCHAIN. Faccia, Alessio; Mosteanu, Narcisa Roxana Report May 1, 2019 4139
Avoid tax traps with a timely appraisal: New basis-consistency requirements make defensible valuations of inherited property even more important. Stemmy, Thomas J. Apr 1, 2019 2801
SHAM on You: Too GOOD TO BE TRUE. Engler, Mitchell L. Mar 22, 2019 18752
Charitable gift arrangements that provide alternatives to a private foundation. Young, Patrick L. Mar 1, 2019 2385
Taking Advantage of the New Tax Law. Wheelwright, Tom Jan 1, 2019 2059
Modeling investment tax planning with Excel. Nellen, Annette; Brink, William; Frank, Michele; Hansen, Victoria Nov 1, 2018 3657
SEPs: Simple but not always optimal. Hoens, Thomas W. Aug 1, 2018 860
Benefiting from shared-equity financing arrangements. Ellentuck, Albert B. Jul 1, 2018 987
Seminar on how to compute salaries, wages and benefits. Jun 11, 2018 350
Tax planning following the Tax Cuts and Jobs Act. Sarenski, Theodore J.; Schuelke, Tyler J.; Melcher, Peter J. Jun 1, 2018 3323
Counterintuitive tax planning: Increasing taxable scholarship income to reduce taxes. Madison, Thomas; Royalty, Kent May 1, 2018 2924
Estate Tax Resources. Anders, Susan B. May 1, 2018 1347
Moving to Another State: Financial, Legal, and Tax Issues. Kess, Sidney; Grimaldi, James R.; Revels, James A.J. May 1, 2018 1879
Strategies for minimizing estimated tax payments. Ellentuck, Albert B. Mar 1, 2018 2694
Post-Mortem Considerations with Foreign Grantor Trusts After H.R. 1, Tax Cuts and Jobs Acts. Rosenberg, Todd; Snyder, Scott Mar 1, 2018 5791
Using Income Tax Treaties to Convert Taxable Income Into Nontaxable Distributions. Rubinger, Jeffrey L.; LePree, Summer Ayers Jan 1, 2018 3994
Effective NOL Planning in Light of Tax Reform: Can your company unlock the value of net operating loss carryforwards to reduce future taxable income? Reinstein, Todd; Ahlers, Annette Jan 1, 2018 3492
Tax and Benefits Considerations for Service Providers for Family Offices. McCurry, Patrick J.; Solomon, Todd A. Jan 1, 2018 887
Learn how to optimize your tax savings. Dec 17, 2017 328
Seminar on how to effectively optimize your tax savings. Dec 12, 2017 461
Seminar tackles how to effectively optimize tax savings. Dec 9, 2017 487
Using qualified Subchapter S trusts (QSSTs). Ellentuck, Albert B. Dec 1, 2017 1931
Advantages of a one-person 401(k) plan. Ellentuck, Albert B. Nov 1, 2017 1110
Tax planning for millennials. Barral, David M. Sep 1, 2017 1223
Dispelling uncertainty: Scenario analysis for client security. Salvini, Brooke A. Sep 1, 2017 1674
Tax planning opportunities for tax attributes and the decedent's final tax return. Kinkaid, Amy I.; Federanich, Charles E. Dec 1, 2016 2046
Understanding qualified domestic trusts and portability. Nelson, Brent W.; Roediger, Anne V. Dec 1, 2016 6732
U.S. International Corporate Taxation: Basic Concepts and Policy Issues. Keightley, Mark P. Dec 1, 2016 4310
U.S. international tax planning for bona fide residents of Puerto Rico. Rubinger, Jeffrey L.; LePree, Summer Ayers Sep 1, 2016 4312
When clients should open or convert to a Roth IRA: these versatile accounts belong in every adviser's retirement strategy toolkit. Barral, David M. Jul 1, 2016 2280
Are you ready for higher taxes? Controlling your biggest lifetime expense should be a number one priority. Sedoric, Tom; Snyder, Casey Jun 10, 2016 614
ABLE: a tax planning tool for people with disabilities. Borkes, Jason Nov 1, 2015 1139
A tax strategy for real estate sales. DeLuca, Allison Oct 1, 2015 1516
Benefits of an employee stock ownership plan in succession planning: an ESOP can be used to finance an owner's exit from a business and has the added advantage of tax deferral on the gain from the sale of the business. Burke, Megan M. Oct 1, 2015 2519
Tax treatment and planning strategies for nonresident individuals. Hollingsworth, Danny Jul 1, 2015 7206
Transfer taxes: 5 questions to ask clients with international ties; increasing globalization raises new issues for CPAs to consider when advising families, businesses, and real property owners. Roman, Christopher Jul 1, 2015 2366
Tax engagement letters: use of this important practice tool can minimize professional liability risk, reduce confusion, improve collections, and ensure clients have a good understanding of the practitioner's role. Moise, Robert M. Jun 1, 2015 2985
Pass-through and disregarded business entities: a tax advantage Alaskans should know about. Canfield, Andrea N. Jun 1, 2015 810
Longer lifespans strengthen case for Roth conversions. Chironis, Gina Jun 1, 2015 1772
Considering alternatives to liquidation: in many situations, there are alternatives to liquidation that will better meet the objectives of the corporation's shareholders. Ellentuck, Albert B. May 1, 2015 1631
GAAs are a valuable planning option for tangible property depreciation. Wood, Christian; Silva, Justin Apr 1, 2015 2089
Strategies for minimizing the impact of income in respect of a decedent. Young, Audrey G. Apr 1, 2015 2866
Did you pay for college in 2014? Brief article Apr 1, 2015 142
Trends and issues for the 2015 busy season. Colanero, Al; Marshall, Karen A. Mar 1, 2015 2806
Tax issues to consider in elder care planning. Fatoullah, Ronald; Forspan, Elizabeth Mar 1, 2015 3661
Drawing the line: providing tax advice related to the Affordable Care Act. Rood, Deborah K.; Wolfe, Joseph Jan 1, 2015 1159
Tax-efficient investing in gold: maximize after-tax returns of buying and holding the precious metal. Smith, Steven H.; Singleton, Ron Jan 1, 2015 2900
Simplified option versus regular method for home office deductions: greater deductions do not always equal greater tax savings. Korb, Phillip J.; Williams, Jan L. Dec 1, 2014 1542
Practice development tip. Dec 1, 2014 386
Retiree tax planning with qualified longevity annuity contracts. Blankenship, Vorris J. Nov 1, 2014 5843
UK government to take additional steps to stop aggressive tax planning. Oct 7, 2014 181
UK government to take additional steps to stop aggressive tax planning. Oct 7, 2014 179
Getting clients ready for tax season - and the years ahead: new taxes and higher rates make year-end planning as critical as ever. Oct 1, 2014 1440
Tax strategies for the long horizon. Keebler, Robert S. Sep 1, 2014 1808
Credit shelter trusts remain important to estate plans: portability has its limits. Gordon, John P. Sep 1, 2014 1875
DINGs, DAPTs, and tax planning with self-settled trusts. Swartz, Scott; Haverfield, Walter I. Aug 1, 2014 3434
Tax planning opportunities with BAPTs. Horwitz, Stuart M.; Damicone, Jason S. Aug 1, 2014 1494
Planning with home-equity loans and mortgage refinancing. Ellentuck, Albert B. Jul 1, 2014 1755
Goodwill as part of a corporate asset sale. Payne, Jackson M. May 1, 2014 4137
Retroactive tax planning after Windsor. LeBlanc, Brian P.; Andrews, Christine P. May 1, 2014 1965
The mechanics of decanting. Young, Audrey G. Apr 1, 2014 3311
The curse of capital flight. Essay Apr 1, 2013 632
Personal financial planning: background and methods of integrative tax practice. Sarenski, Theodore J.; Bourdon, Jean-Luc Mar 1, 2013 2125
Crop insurance proceeds: appropriate tax planning strategies. Miranda, Michael R. Dec 1, 2012 1589
Tax and financial planning in 2012: betting on the house? Sarenski, Theodore J.; Washington, Kemberley J.; Washington, James R., III Dec 1, 2012 2005
Year-end tax planning tips for U.S. corporations. Heffes, Ellen M. Dec 1, 2012 610
Top five year-end tax planning tips for U.S. corporations. Rosenberg, Marian Report Dec 1, 2012 998
Tax tips for the unemployed: plan ahead to avoid trouble with the IRS. Parrish, Tory Dec 1, 2012 1011
Tax planning for 2013. Sarenski, Theodore J. Jul 1, 2012 550
The 10 most powerful postmortem planning pointers for trusts and estates. Cohen, Karen S. May 1, 2012 2037
Side effects of cost segregation: tax advisers need to tally the pros and cons. Maples, Larry; Hayes, Robert D. Apr 1, 2012 2998
Tax planning for parents of college students: help clients form a strategy from the Code's array of options. Beams, Joseph D.; Briggs, John W. Mar 1, 2012 3382
U.S. sandwich structures in the international inbound context. Nevius, Alistair M. Mar 1, 2012 1831
Deterring transfer pricing abuse: changing incentives as a practical alternative to a global tax regime. Osborne, David A. Dec 22, 2011 11736
End of year giving--a benefit to you and the Foundation Fund. Brief article Dec 1, 2011 214
Comments to Canadian government on establishing a corporate loss-transfer system. May 1, 2011 6584
Basics of tax planning. Mar 1, 2011 476
Lower your applicable tax rate. Mar 1, 2011 376
Year-end tax planning (part 2). Jones, Daniel C. Dec 1, 2010 1290
Year-end tax planning (part 1). Jones, Daniel C. Nov 1, 2010 1959
Taxing times, so make the best of them; ALOK DHANDA of Dhanda Financial gives an insight into the best ways to save money through careful tax planning. Sep 25, 2010 825
IRS audits to increase thanks to Congress. Aug 1, 2010 428
Taiwan to subsidize EVs via tax break and purchase incentive. Liang, Quincy Brief article Apr 23, 2010 266
More ways than one save. Apr 1, 2010 771
Using GRATs in tax planning during troubled economic times. Donchess, John P. Dec 1, 2009 862
The top 10 tax issues to consider when your job status changes: if the economy has forced you into self-employment, sole proprietorship, or freelance consulting, here's a guide to help you manage your new tax obligations. Parker, Vicki Lee Nov 1, 2009 595
Smart year-end tax moves for business owners. Nov 1, 2009 1522
Take the "ow!" Out of taxes now: how to plan for and increase your medical deductions. Medisky, Shannon M. Nov 1, 2009 1654
Like-kind exchanges of mixed-use property: spotlight on bed and breakfast inns. Leonard, Barbara; Bird, Bruce M.; Segal, Mark Report Oct 1, 2009 4186
Does income tax planning create value? Hafkenscheid, Rutger; Janssen, Claudia Sep 22, 2009 3574
Preparing Canadian structures for 2010. Felten, Brent E. Sep 1, 2009 1664
Moonlighting: picking up freelance work when times are tough. Smith, Nina Brief article Aug 1, 2009 296
There really are ways to save. Apr 1, 2009 1188
Personal goodwill: alive and well? Gruidl, Nick Apr 1, 2009 1298
S corporation tax year rules. Ellentuck, Albert B. Apr 1, 2009 1252
Tax planning: execution and documentation are critical to success. Cook, John K. Mar 1, 2009 1940
Cost segregation; Recovering costs to maximize income tax savings. White, Paul L. Nov 1, 2008 588
Roth 401(k) plans take off in wake of PPA. Hersch, Warren S. Jul 21, 2008 786
Incentive trusts and special needs planning for the 21st century. Redd, Charles A.; Ehlert, Mary Anne Jun 30, 2008 1626
Real tax savings in real estate: owners and traders who materially participate in managing their property can reap big tax benefits. Murphy, Elizabeth; Gunter, Keith Feb 1, 2008 2264
Estate planning in '08 ...: how flexible can you be? Hersch, Warren S. Cover story Jan 14, 2008 1776
More property tax savings: a common appraisal method could cut much of the state's $200 million-plus assessment costs. Hicks, Michael Dec 1, 2007 749
Ease the burden of busy season: with busy season just around the corner, here are some suggestions from firms that have learned how to make what could be their annual trial by fire less stressful and more productive. Chanel, Gerri Dec 1, 2007 635
Year-end planning for trust-and-estate clients: it's not too late to implement some tax-saving strategies on behalf of your estate-planning clients. Berek, David A. Nov 1, 2007 1105
Building flexibility into estate plans using the life swap. Forgays, Janice A. Jun 11, 2007 1298
Lead by example while leaving a legacy. Hayes, Sonja Jun 4, 2007 914
Create a savings plan and still meet non-discrimination requirements. Connolly, Jim; Stenken, Joe May 28, 2007 1308
Tax-sheltered investment accounts: fund yours now, retire later. May 1, 2007 397
You have to know your (tax) limits. Apr 1, 2007 665
Creating failures in the market for tax planning. Curry, Philip A.; Hill, Claire A.; Parisi, Francesco Mar 22, 2007 10278
Disrupting the market for tax planning. Weisbach, David A. Mar 22, 2007 3410
Assessing assessments: careful evaluation saves managers and owners money. Ardern, William, II Mar 1, 2007 421
A change in domicile from New York to Florida can help minimize taxes. Lipman, Allan R. Mar 1, 2007 2678
Staffing up for tax season: run an efficient practice while ensuring success. McDermott, Cyndi Feb 1, 2007 1036
2006 tax TIPs. Feb 1, 2007 1091
Consumer-driven health plans fall short in survey. Anderson, Jane Survey Jan 1, 2007 554
Do the math: annual savings needed to reach nest egg goal. Jan 1, 2007 909
Smart owners are making these year-end tax moves. Nov 1, 2006 897
The best use of spare cash: tax-savvy strategy for extra dollars. Geisler, Gregory G. Sep 1, 2006 2477
Rating 529 college savings plans: use Morningstar ratings to determine the long-term performance of these programs. Eighme, Jan E. Sep 1, 2006 2256
A 13-point program for improving your bottom line. Williamson, Brian D. Sep 1, 2006 1218
Tax planning: a landmark judgment by the European Court of Justice has provided welcome guidance on the legality of VAT avoidance schemes. McNicholas, Eamon Jul 1, 2006 1503
The best of both worlds: a combination of cost segregation and like-kind exchanges can save on real estate taxes. Foster, Mary B. Aug 1, 2005 2564
Tax planning for stock rights and warrants. Ellentuck, Albert B. Jul 1, 2005 1098
Owners give away property--and still make money. Geiger, Daniel Jun 8, 2005 701
Gains in good conscience: there is a way to make money on Wall Street and guarantee that your investment is helping the struggle for gay equality. Hudson, Mike Mar 29, 2005 1043
Supporting organizations, sections 501(c)(3) and 509(a)(3). Whitney, E. Kenneth Feb 1, 2005 641
Tax planning issue for practitioners ... by practitioners. Column Nov 1, 2004 594
Effective tax planning builds trust with clients. Barnett, Susan Nov 1, 2004 767
Tax planning for small business stock. Morrisset, John W. Nov 1, 2004 1445
Foreign partnerships in estate tax planning for NRAs. Carsalade, Rafael Nov 1, 2004 1836
Investing in tax-efficient funds. Ellentuck, Albert B. Nov 1, 2004 909
When to use a "zeroed out" GRAT. Boffa, Alane L. Aug 1, 2004 1175
Private annuities can aid Medicaid eligibility: planning today for later years. Laffie, Lesli S. Jul 1, 2004 541
Mid-year maneuvers: with these astute approaches, the second half of 2004 can be less taxing than the first half. Korn, Donald Jay Jun 1, 2004 2471
Tax planning using partnership divisions. Ellentuck, Albert B. Jun 1, 2004 901
Structuring corporate payments to shareholder-employees to avoid a second class of stock. Ellentuck, Albert B. Apr 1, 2004 1674
Post-JGTRRA investment management strategies. Doyle, Robert K. Jan 1, 2004 1105
Timing is everything: tax planning for capital asset disposal is complex yet necessary. Joy, David; Del Vecchio, Stephen C.; Clinton, B. Douglas; Young, James C. Dec 1, 2003 3343
25 post-JGTRRA tax planning strategies. Bernstein, Phyllis Dec 1, 2003 2424
Funding medical expenses: alternative ways to pay medical bills. Laffie, Lesli S. Nov 1, 2003 432
Business tax planning: it's a year-round job; 8 tips to help you improve your tax situation. Gembis, Jeff Nov 1, 2003 942
Present value pitfalls in accounting practice. Auster, Rolf Nov 1, 2003 2370
Managing the S corporation built-in gains tax. Burilovich, Linda; McCombs, Gary Nov 1, 2003 3673
The retirement alternative: Sec. 412(i) plans. O'Connell, Frank J., Jr. Sep 1, 2003 878
"Wait and see" GST tax planning. O'Connell, Frank J., Jr. Sep 1, 2003 1847
Medicaid eligibility rules. . Knoepfle, Terry W. Jun 1, 2003 4628
How to make taxes less taxing: with a little knowledge, some advanced planning and a good filing system, you can save a lot of time and money when the tax man cometh. Ressner, David Jan 1, 2003 1245
Accountants advise tax planning before year's end. Harrison-Stone, Lori Dec 23, 2002 1160
Year-end tax planning for individuals. Nov 1, 2002 1327
2 great tax strategies many overlook. Oct 1, 2002 698
Planning in turbulent times: GRATs. Lewis, Alev T. Oct 1, 2002 2206
Wealth preservation: five strategies. Lassar, Stephen D.; McGorry, Mark W.; McGorry, Craig W. Sep 1, 2002 2792
Deemed sale and repurchase: still a viable opportunity for 2001. (Federal Taxation). Farmer, Larry E.; Harper, J. Phillip; Harper, Betty Aug 1, 2002 2185
Tax incentives for a child's education. Wichmann, Henry, Jr. Jul 1, 2002 3776
Accountant offers tips for reducing tax liability. (Insiders Outlook). Lager, Martin H. Brief Article Apr 17, 2002 832
Taking advantage of new tax laws. (Money Talk$). Brief Article Apr 1, 2002 898
Tax planning with the new minimum distribution rules. West, Ron Jan 1, 2002 4541
QUESTIONS TO THE TAX DESK. Brief Article Oct 1, 2001 397
Tax Relief. Josephs, Stuart R. Sep 1, 2001 1200
Social Security -- The Irrevocable Decision. Pirrong, Gordon D. Statistical Data Included Sep 1, 2001 5306
Addressing The People Puzzle. Lyons, Meg Sep 1, 2001 1358
Tax-Motivated Expense Allocations by Nonprofit Organizations. Yetman, Robert J. Statistical Data Included Jul 1, 2001 7086
Making the Most of Your Retirement Plan Assets. Brief Article Jun 22, 2001 829
B.E. Guide To Midyear Tax Planning. KORN, DONALD JAY Statistical Data Included Jun 1, 2001 1977
Use the $10,000 annual gift tax exclusion. Fiore, Nicholas J. Jun 1, 2001 665
Sale-and-leaseback of real property. Fink, Philip R. May 1, 2001 2767
CHARITABLE CONTRIBUTIONS: With a Little Planning You Can Save a Lot of Taxes. STEINER, ROBERT A. Mar 22, 2001 1645
The taxman's calendar: Ashok Koshal is the tax partner of Newman & Partners. Here he looks at the major staging points in the tax year, and the things you need to do. (Business Matters). Feb 1, 2001 1485
ScholarShare Allows Tax-Deferred College Savings. LEVY, JOHN Brief Article Nov 1, 2000 769
Intrafamily installment sales of nonqualified stock options. Lusby, Roger W., III Jul 1, 2000 6079
Retirement planning. Mioli, Dean Jul 1, 2000 1701
TAX TIPS FOR 2000. ZALL, MILTON Jun 1, 2000 2990
Recent developments in QPRTs and QTIPs. Easton, Reed W. Jun 1, 2000 4046
GST planning opportunities. Willey, Susan L. Apr 1, 2000 512
TIMING IS KEY IN GIFT GIVING. Stone, Mark Apr 1, 2000 1245
Twenty Questions on Protecting Business and Family Assets. Karl, III, Peter A. Feb 1, 2000 4547
USING A CLIENT'S 1040 TO BEGIN THE FINANCIAL PLANNING PROCESS. Schulman, Michael David Feb 1, 2000 916
The use of disclaimers for flexibility in planning for qualified retirement assets. Jablow, Benjamin A. Feb 1, 2000 4397
Strategies for reducing property taxes. Huddleston, Joe Feb 1, 2000 1202
The Role of Age in Tax Planning. Auster, Rolf Statistical Data Included Feb 1, 2000 1579
New Tax Relief for the Innocent Spouse: A 1.4 Billion Dollar Proposition. Mason, J. David; Levy, Linda Garrett Statistical Data Included Feb 1, 2000 2404
Tax/financial planning paramount in today's strong market. Gruber, Arnold Jan 26, 2000 838
Tax planning for armed forces personnel. Garrison, Larry R. Jan 1, 2000 3082
New Millennium Tax Planning. SCHNEPPER, JEFF A. Brief Article Jan 1, 2000 1103
Gifts of appreciated property to charity. Burson, Robert T. Dec 1, 1999 697
Tax planning for armed forces personnel. Garrison, Larry R. Dec 1, 1999 3634
Minimizing payroll tax costs by electing S status for a former proprietorship. Ellentuck, Albert B. Dec 1, 1999 1111
Tax planning for clients in the military. Fiore, Nicholas J. Dec 1, 1999 598
Preserve your wealth. Sokic, Steve Nov 1, 1999 1432
Parental support tax savings opportunities. Koski, Timothy R. Nov 1, 1999 4313
saving tax dollars. Zall, Milton Nov 1, 1999 2352
Post-gift evidence used in valuation. Anderson, Erin Oct 1, 1999 786
Nongrantor CLTs offer planning opportunities. Weber, Richard P. Oct 1, 1999 5278
Affirmative use of entity structure in sourcing studies. Miller, Louis J. Sep 1, 1999 922
IRA-owned FSCs. Granberg, Michael W. Sep 1, 1999 1065
Roth IRAs: converting, recharacterizing and reconverting. Johnson, Linda M. Aug 1, 1999 3615
Planning options with intentionally defective irrevocable trusts. Brown, Robert R. Aug 1, 1999 1079
Business planning with Qsubs. Yerian, Alane L. Aug 1, 1999 1159
Creating and using hybrid entities. Benson, David Aug 1, 1999 3475
Investing IRA assets in a family limited partnership. Kirsh, Michael A. Aug 1, 1999 1270
Nonqualified stock options. Barnett, Robert S. Aug 1, 1999 1516
Ups and downs: a REIT dilemma. Jordan, Brian K. Jul 1, 1999 5021
Timing the Roth IRA conversion. Hill, Nancy Thorley Jul 1, 1999 3308
Gimme shelter. Honey, Jennifer M. Jun 1, 1999 2625
Tax aspects of global expansion. Fiore, Nicholas Jun 1, 1999 636
Two to one: tax planning for a two-partner general partnership. Jordan, Brian K. Jun 1, 1999 4453
Control your wealth, yet disinherit the IRS. Blackman, Irving L. May 19, 1999 466
S stock and charitable contributions. Rhine, David S. May 1, 1999 557
Allocating investments to maximize after-tax return. Toolson, Richard B. May 1, 1999 4071
Planning with employer stock in a qualified plan. Wertheim, Bruce E. May 1, 1999 1405
Allocation of GST exemption to contributions to life insurance trusts. Schoenfeld, Susan R. May 1, 1999 1931
Tax advantages of LLCs in farm operations. Shrader, Dwight Apr 1, 1999 823
CRTs in unique planning situations. Cox, Barbara Apr 1, 1999 603
Marginal tax rates require strategic tax planning. Van Dyke, George Mar 1, 1999 914
Intentionally defective grantor trusts. Rabunski, Alan E. Feb 1, 1999 1833
Family business consulting revisited. Zwick, Gary A. Jan 1, 1999 5276
Planning for large estates after TRA '97. Milonas, Taso M. Jan 1, 1999 5056
Business and tax planning with the portfolio interest exemption. Jordan, Brian K. Jan 1, 1999 3746
Risky Roth IRAs. Washam, James Dec 1, 1998 428
New gift tax considerations. Soled, Jay A. Oct 1, 1998 2181
GISTs. Hills, Marvin D. Sep 1, 1998 1988
Business expansion planning ideas. Uminski, Dean J. Sep 1, 1998 740
Understanding the "origin-of-the-claim" doctrine. Schnee, Edward J. Sep 1, 1998 4508
Estate tax changes? Wishard, Gordon D.; Stone, Lisa A. Aug 1, 1998 912
Roth IRA planning. Barker, Robert L. Aug 1, 1998 4465
Fixing late S elections. Fiore, Nicholas Aug 1, 1998 748
Significant recent developments in estate planning. Zysik, Jeff Aug 1, 1998 5081
Property managers with foreign investor clients (what you should know). Mullin, Kevin J. Jul 1, 1998 1830
Tax aspects of acquisitions in Germany. Ditsch, Stefan Jul 1, 1998 1219
Maximizing excess deductions on termination. Keene, David Jul 1, 1998 3247
The small business AMT exception. Karlinsky, Stewart S. Jul 1, 1998 3620
Taxes can be discharged in bankruptcy. Comer, William L. Mar 1, 1998 1769
How to reduce the tax you pay - for 1997. Graham, Helen Mar 1, 1998 677
Diverse planning opportunities available under the TRA '97. Sherr, Eileen Reichenberg Jan 1, 1998 3984
Family limited partnerships. Fong, Kenneth W. Nov 1, 1997 1793
The assignment of income dilemma. Newmark, Richard J.; Englebrecht, Ted D. Oct 1, 1997 3532
The benefit of tax deferral and stepped-up basis in taxable investments. Fender, William E. Oct 1, 1997 3080
Tax planning opportunities for distributions of employer securities from qualified retirement plans. Horvath, David S. Sep 1, 1997 675
Minimizing the taxability of Social Security benefits. Hammer, Seth Sep 1, 1997 5899
Tax planning with substantially equal periodic payments. Wasserstrum, David J. Aug 1, 1997 2082
SBJPA change to IRD items for decedents holding S stock. Sattler, Jay M. Aug 1, 1997 1292
Tax-free viatical settlements - a lifesaver for the seriously ill. Moe, Robert A. Aug 1, 1997 2360
Beware not allocating the GSTT exemption on a gift tax return - a trap for the unwary. Sherr, Eileen Reichenberg Aug 1, 1997 2143
A systematic approach to tax controversy management. Miller, Craig D. May 1, 1997 1530
Tax planning advice for 1997. Schnepper, Jeff A. Column Mar 1, 1997 1044
Charitable remainder trusts and the property manager. Miller, Richard; Young, Craig Jan 1, 1997 1203
S corporation tax planning update. Oliver, Joseph R. Jan 1, 1997 2755
Aggressive planning for Florida's annual intangible tax. Ducanis, Joseph T., Jr. Jan 1, 1997 3000
Taxing advice: effective tax planning is year-round, not a year-end checklist. Sanderson, Jeffrey A. Dec 1, 1996 1357
Practical tax planning for higher education costs. Zimmerman, John C. Nov 1, 1996 5807
The dynasty trust. Engel, Ralph M.; King, Al W., III Cover Story Sep 1, 1996 4166
Estate planning options for IRAs. Michaels, Philip J. Cover Story Sep 1, 1996 3331
Gifts to minors. Kramer, Eric M. Cover Story Sep 1, 1996 3251
Qualified disclaimers can add flexibility to an estate plan. Streer, Paul J.; Strobel, Caroline D. Cover Story Sep 1, 1996 2542
The tax consequences of dividing retirement assets at divorce. Zimmerman, John C. Cover Story Sep 1, 1996 2984
Trust your house. Mingione, Michael Cover Story Sep 1, 1996 2460
Charitable remainder trusts. Fooden, Bart L. Cover Story Sep 1, 1996 4007
Planning opportunities for community banks. Tyler, Thomas J. Sep 1, 1996 1857
Avoid these common taxpayer mistakes. Brief Article Apr 1, 1996 381
Preparing for the 1996 tax season. Ranweiler, Robert J. Dec 1, 1995 2890
Making the most of the busy season. Dec 1, 1995 3308
Factors in establishing a new domicile. Hagendorf, Wayne A. Dec 1, 1995 407
Paying less tax on mutual fund profits. Greenbaum, Scott D. Nov 1, 1995 1578
Tax consequences of discharge of indebtedness. Campbell, Alan D. Aug 1, 1995 3630
The costs of converting a partnership to an LLC. Elliott, Patricia C. Aug 1, 1995 6945
How to ensure partnership tax treatment for an LLC. McKinney, Hal, Jr. Aug 1, 1995 1581
To love, honor & deduct. Mack, Gracian Apr 1, 1995 1261
New transfer pricing documentation requirements and penalties. Lassar, Sharon S.; Skantz, Terrance R. Apr 1, 1995 3021
Disability deductions: providing greater access to tax savings. Thompson, Carl S. Cover Story Mar 1, 1995 3215
Deducting education costs as medical expenses: the right answer? Turner, Mark A. Mar 1, 1995 2271
Gifts from revocable trusts. Conway, Margaret Jan 1, 1995 1690
Stretching the S corporation status: self-employed businesspersons risk IRS' wrath. Watters, Michael P. Jan 1, 1995 2865
The tax man cometh; are you ready? Mack, Gracian Dec 1, 1994 594
New rules on payments to retired partners affect tax planning. Maydew, Gary L. Nov 1, 1994 2092
Improving your tax strategy. Branson, Kevin; Mason, Debra Nov 1, 1994 1530
Deferring income taxes with intergenerational minimum distribution planning. Fair, Andrew J.; Maisel, Melvin L. Sep 1, 1994 5382
Life insurance trusts. Conway, Margaret Sep 1, 1994 4604
A tax that lasts: generation-skipping transfer. Elkin, Larry Sep 1, 1994 4891

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