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First Quarter, 2014

NAEPC Journal of Estate & Tax Planning

Editor's Note: This "dinner menu" summary is designed to help you with the flavor of the article before you read more. If you are interested in the article, click its title to access a copy.

Regular Columns and Reports

Edtior's Column:  What Shall We Tell the Children Dear?: The Importance of Establishing A Beneficiary Communication Model Before State Law Does It For You
Author: Susan P. Rounds, JD, CPA, LLM, AEP®
List of Conferences
2014 Conferences on Estate, Financial Planning

First Quarter Update

Heckerling Musings — 2014 (PDF file)
Author: Steve Akers, JD, AEP® (Distinguished)
Heckerling 2014 Nuggets (PDF file)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2188 (January 24, 2014)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
Estate Planning With Disregarded Entities (PDF file)
Authors: Richard A. Oshins, JD, LL.M., MBA, AEP® (Distinguished) & David A. Handler, JD, AEP® (Distinguished)
Current Valuation Issues Involving FLPS, LLCS and Other Closely Held Entities (PDF file)
Author: John W. Porter, BBA, JD, AEP® (Distinguished)
Decanting: Refining a Vintage Trust (PDF file)
Author: Susan T. Bart, JD, Partner, Sidley Austin LLP, Fellow, Regent and former Illinois Chair, ACTEC
Recent Developments 2013: Selected Federal and Illinois Cases, Rulings and Statutes (PDF file)
Authors: Robert E. Hamilton, JD, ACTEC Fellow & Ryan A. Walsh, JD
Form 8960—The Net Investment Income Tax (PDF file)
Reproduced courtesy of The Ultimate Estate Planner Newsletter, Volume 2, Issue 2 (February 2014)
Author: Robert S. Keebler, CPA, MST, AEP® (Distinguished)
Understanding Section 1014(e) (PDF file)
(Part of a Series of Articles on Tax Basis Planning)
Reproduced courtesy of LISI Estate Planning Newsletter #2192 (February 6, 2014)
Author: John J. Scroggin, J.D., LL.M., AEP®
Tax Basis Planning - The Basics (PDF file)
An Expanding Frontier for Tax and Estate Planning (Part of a Series of Articles on Tax Basis Planning)
Reproduced courtesy of LISI (Leimberg Information Services, Inc.) Newsletter #2194 (February 11, 2014)
Author: John J. Scroggin, J.D., LL.M., AEP®
Practical Planner Jan - Feb 2014 (PDF file)
Author: Martin M. Shenkman, CPA, MBA, PFS, AEP® (Distinguished), JD
The New PFP Standards (PDF file)
Reproduced courtesy of The Journal of Accountancy
Authors: Clark M. Blackman II, CPA/PFS, CFA, CFP, CIMA, AIF & Andrea Miller CPA/PFS
Possible Elimination of NUA Treatment (PDF file)
Author: Robert S. Keebler, CPA, MST, AEP (Distinguished)
Planning Ideas-Exchange Funds (PDF file)
Reproduced courtesy of Cannon Financial Institute

Taxes—Watch Out for Prohibited Transactions in Self-Directed IRAs (PDF file)
Reproduced courtesy of Cannon Financial Institute

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Core Content Providers:

American College of Trust and Estate Counsel

CCH Estate Planning Review

Steve Leimberg's Information Services

Trusts & Estates Magazine (NAEPC Member Value Partner)

WealthCounsel

Edited by:


Charlie Douglas,
JD, CFP®, AEP®


Susan P. Rounds,
JD, CPA, LL.M. (taxation), AEP®

Published by:

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