National Association of Estate Planners and Councils

Bloomberg BNA's Art of the Estate Tax Return by Keith Schiller

Art of the Estate Tax Return, Second Edition – Estate Planning at the Movies® provides in-depth tax analysis and strategic counsel, while offering the ultimate in readability, by connecting well-known motion pictures to practical estate planning and compliance. These connections create great reminders of significant strategies or law, making the tax law fun. 

Underlying the cinematic connections, the author shares his best practice tips from a career of preparing, reviewing, and defending estate tax returns, and his greater than 25 years of teaching experience for tax professionals.

This treatise explores the nuances of law and procedure that enter into the preparation and defense of Form 706, including:

  • Expanded coverage of portability elections
  • Illustrated estate tax returns
  • Maximizing valuation discounts and deductions
  • Protecting FLPs and FLLCs
  • Securing best appraisal results
  • Tips to avoid audits
  • Pointers on GST reporting
  • Cautions and help for fiduciaries
  • Warnings and opportunities from inconsistencies in the law
  • Strategies for audits and appeals
  • And much more!

Winner of the 2010-2011 Award for Outstanding Course Materials by the CalCPA Education Foundation.

Estate Planning At The Movies® is the registered trademark of Keith Schiller.

NAEPC members are entitled to a 20% discount on this publication, the promotion code can be obtained by logging in below and then navigating back to the benefit listing.

04/04/16

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