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4 estate planning tax tips for rich clients before the 2026 sunset.

• Authors : Zhuang, Victoria (AUTHOR)

Subjects: *INHERITANCE & transfer tax; *ESTATE planning; *TAX planning

• Source: Financial Planning. Sep2023, Vol. 53 Issue 7, p34-35. 2p. 1 Color Photograph.

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Motion to quash writ of execution denied: Estate tax levy on antique cello survives executor's claim that a trust owned the instrument.

• Authors : McKinley, John¹; Geiszler, Matthew²; Larson, Olivia³

Subjects: *INHERITANCE & transfer tax; *TRUSTS & trustees; TRUSTUNITED States. Internal Revenue Service

• Source: Journal of Accountancy. Oct2023, p34-36. 3p.

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Tax credit transfers' tough start: Some dealers stuck as IRS works out kinks in EV portal.

• Authors : LaForest, Audrey (AUTHOR); VanHulle, Lindsay (AUTHOR)

Subjects: *TAX credits; *INHERITANCE & transfer tax; *TAX rebatesUNITED States. Internal Revenue Service

• Source: Automotive News. 2/19/2024, Vol. 98 Issue 7130, p1-1. 1p.

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Competitive Sales Notices.

Subjects: *INTEREST rates; *INHERITANCE & transfer tax; *AUDITED financial statements

• Source: Bond Buyer. 3/25/2024, Vol. 396 Issue 36079, p6-8. 3p. 2 Charts.

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Competitive Sales Notices.

Subjects: *INTEREST rates; *INHERITANCE & transfer tax; *BOND prices

• Source: Bond Buyer. 2/5/2024, Vol. 396 Issue 36052, p4-7. 4p.

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Preparing for Estate Taxes.

• Authors : Morgan, Ethan¹

Subjects: *INHERITANCE & transfer tax; *FINANCIAL literacy; *TAX planningJ.P. Morgan Chase & Co.

• Source: Orange County Business Journal. 1/1/2024, Vol. 47 Issue 1, p24-24. 1p.

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Reduce estate tax on declining assets.

Subjects: *INHERITANCE & transfer tax; *ASSETS (Accounting)

• Source: Small Business Tax Strategies. July2023, Vol. 18 Issue 7, p7-7. 2/3p.

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Lessons from the Tax Court: Prove your NOLs.

Subjects: *TAX courts; *GIFT taxes; *INHERITANCE & transfer tax

• Source: Small Business Tax Strategies. Jun2023, Vol. 18 Issue 6, p7-7. 1/2p.

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CONFERENCE CORNER: July 13-14: Estate & Trust Planning.

Subjects: *ESTATE planning; *INHERITANCE & transfer tax; *GIFT taxesUNITED States. Internal Revenue Service

• Source: California CPA. Jul2023, Vol. 92 Issue 1, p7-7. 1/5p.

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NASBA Approves Expanded CPA Exam Testing Window.

Subjects: *INHERITANCE & transfer tax; *GIFT taxes; *ESTATE planningWOLTERS Kluwer NV

• Source: California CPA. Jun2023, Vol. 91 Issue 10, p6-6. 1/5p.

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