Newsletters

PLR 200826008 – Beneficiary Can’t Give IRA to GRAT or IDGT Steve Leimberg's Employee Benefits and Retirement Newsletter Issue:461    05-Aug-08

Finance 8.2.2008 Bob LeClair's Finance and Markets Newsletter Issue:455    03-Aug-08

PLR 200828034 - Misappropriation of Funds Is Grounds for 60-Day Rollover Relief Steve Leimberg's Employee Benefits and Retirement Newsletter Issue:460    31-Jul-08

Rev. Rul. 2008-35: Treasury Throws Down the Gauntlet on RMAs Steve Leimberg's Estate Planning Newsletter Issue:1328    30-Jul-08

Claeyssens – California Probate Court Filing Fee Held Unconstitutional Steve Leimberg's Estate Planning Newsletter Issue:1327    29-Jul-08

Settlement Reached in Case of Divorcee (Merry Morris) Held in Contempt After Funding Offshore, Cook Steve Leimberg's Asset Protection Planning Newsletter Issue:131    28-Jul-08

Actual Text

Podcasts

I Wish That Hadn't Worked--Section 83(b) Election Regret
updated:03-Aug-08

Home Run-A Look at Some Tax Provisions in the New Housing Law - Ed Zollars
updated:27-Jul-08

Heeding Warnings-Taxpayer Penalized After Preparer Shopping - Ed Zollars
updated:27-Jul-08

Virtual Machines and the Tax Practice - Ed Zollars
updated:21-Jul-08

Getting Started Automatically - IRS Modifies Rules for Start Up and Organization Costs - Ed Zollars
updated:13-Jul-08

S Corporations and AAA - Ed Zollars
updated:06-Jul-08

Journals

Life Settlements: How to Know When to Hold and When to Fold
STEPHAN R. LEIMBERG, MICHAEL D. WEINBERG, BENJAMIN T. WEINBERG, AND CALEB J. CALLAHAN - Estate Planning

Lifetime Choices Affect Tax Consequences of an Inherited Annuity
L.H. Zuckerman and H. Sharfman - Practical Tax Strategies

When Is the Better Time to Start Receiving Social Security Benefits?
W.B. Pollard - Estate Planning

U.S.Trusts With Foreign Beneficiaries: Issues and Observations
J.R. Robinson - Estate Planning

Striking a Balance Under the New Uniform Power of Attorney Act
M. Starkey, S.J. Ryu, and L.M. Adler - Estate Planning

Law Threads
(Online Discussions)

Estate Planning in a Tough Economy -- 7/16/2008

Drafting the Springing Power of Attorney -- 7/3/2008

Planning with "One Lung" Marital Trust -- 6/16/2008

Same-Sex Marriages Raise Planning Issues -- and Emotions-- 6/6/2008

Coordinating An IRA Beneficiary Designation with GST Planning -- 5/14/2008

Web Links

Suggested Charitable Gift Annuity Rates -- ACGA
Suggested rates for use in structuring charitable gift annuities (CGAs)

U.S. Dept of Justice Tax Division Press Releases
DOJ Web site lists convictions, guilty pleas, sentencing and prosecutions for tax-related crimes.

Acronym Finder
We know that a QPRT is a Qualified Personal Residence Trust. To a chemist, the letters stand for Quinolinate Phosphoribosyltransferase. Use this database of acronyms to find the meanings of unfamiliar initialisms used.

Kitco
a good website for obtaining quotes on gold, other precious metals, and currencies.

Financial Institution Employee's Guide to Deposit Insurance -- FDIC
Every bank and savings association that displays the FDIC logo has a responsibility to ensure that it provides accurate information about FDIC insurance coverage to its depositors. Bank and savings association employees who deal directly with depositors must understand the rules that govern deposit insurance coverage to be able to explain them clearly and accurately to bank customers. The Financial Institution Employee's Guide to Deposit Insurance (Employee's Guide) was developed to help bank and savings association employees meet this objective.