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Comprehensive List of Advocacy Issues for Trust, Estate and Gift Tax

Article This section includes information on legislative, regulatory, and administrative advocacy related to estate, gift, and trust taxation
Published on June 14, 2013

Estate Tax Provisions in the Presidents Fiscal 2013 Budget Proposals

Overview This page includes a discussion on the President's fiscal 2013 budget tax proposals regarding estate taxes, including the proposal on intentionally defective grantor trusts
Published on April 03, 2013

Estate Tax Provisions in Presidents Fiscal Year 2014 Proposed Budget

Audio A podcast on the estate planning impact of this and other provisions in the President's budget is available on the estate tax webinar page
Published on June 04, 2013

Using Family Partnerships and Refuting IRS Challenges

Article ...an article highlighting the AICPA's position concerning the legitimate use of family partnerships. In particular, the AICPA takes exception with the IRS's refusal to recognize for transfer tax purposes the validity of many family partnership's under examination
Published on September 19, 2012

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