Income Taxation of Fiduciaries and Beneficiaries (2008)

Topics and Contents

 
Volume 1:
 
Overview Of The Fiduciary Entity
The Fiduciary (Trust) Accounting Concept; Total Return Investment Philosophy
Principles Of Federal Income Tax For Fiduciaries
Itemized Deductions
Distributions
Capital Gains And Alternative Minimum Taxes, Accounting Periods And Special Rules
Estimated Taxes
Passive Activity Loss Limitations
Trusts: Formation To Termination
Charitable Remainder Trusts
Charitable Lead Trusts
Alternative Use Of Grantor Trusts In Transactional Planning
Ownership Of S Corporation Stock By Trusts--Emphasizing Qualified Subchapter S Trusts And The New More Flexible Electing Small Business Trust
Grantor Trust Rules
Foreign Trusts Treated As Grantor Trusts
 
Volume 2
 
Estates: Formation To Termination
Income Tax Aspects Of Fiduciary Ownership And Administration Of Family Limited Partnership (FLP) Interests
Income Tax Aspects Of Generation-Skipping Transfers
State Taxation Of Fiduciaries And Beneficiaries
Special Commercial Trusts
Irs Ruling Policy And Audits; Responsibility For Filing And Payment Of Tax
Foreign Trusts And Estates
Case Studies--Completed Tax And Information Returns
Glossary Of Fiduciary Terms
Table Of Cases
Table Of Statutes
Table Of Internal Revenue Code Sections
Table Of Treasury Regulations
Table Of Treasury Rulings
Index