Can you trust your trust? : : what you need to know about the advantages and disadvantages of trusts and trust compliance issues / / Seymour Goldberg, CPA, MBA, JD |
Autore | Goldberg Seymour |
Pubbl/distr/stampa | Chicago, Illinois : , : American Bar Association, , [2014] |
Descrizione fisica | 1 online resource (126 p.) |
Disciplina | 346.73 |
Soggetto topico | Trusts and trustees - United States |
ISBN | 1-62722-710-5 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto | Trustee headaches in general -- Changing trust laws -- The trustee and state trust laws -- What you should know about trusts -- Trustee liability issues -- The TAI task force -- Conflicts of interest -- What's the big deal about trusts and trust administration? -- Why trusts are difficult to administer -- Multiple trustees -- Rights of trustees to compensation -- Right of trustee to reimbursement of expenses -- Remedies for breach of trust -- Statute of limitations -- Estate tax issues -- Fiduciary income tax returns -- Unitrust -- Estate planning and professional liability -- Life insurance and estate tax issues -- Irrevocable life insurance trusts and estate planning -- Living trusts scams -- IRAs payable to non-QTIP IRA trusts -- Disclosure issues and IRA trusts -- Application of the Uniform Principal and Income Act rules in New York State -- Some examples of the trust accounting rules in New York State. |
Record Nr. | UNINA-9910671415703321 |
Goldberg Seymour | ||
Chicago, Illinois : , : American Bar Association, , [2014] | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
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Fundamentals of trust accounting income and principal rules under the revised New York State laws / / Seymour Goldberg, CPA, MBA, JD |
Autore | Goldberg Seymour |
Pubbl/distr/stampa | American Bar Association |
Disciplina | 346.74705/9 |
Soggetto topico | Trusts and trustees - Accounting - Law and legislation - New York (State) |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Record Nr. | UNINA-9910671147203321 |
Goldberg Seymour | ||
American Bar Association | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
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Inherited IRAs : what every practitioner must know / / Seymour Goldberg, CPA, MBA, JD |
Autore | Goldberg Seymour |
Pubbl/distr/stampa | Chicago, Illinois : , : American Bar Association, , 2017 |
Descrizione fisica | 1 online resource (iv, 187 pages) : illustrations |
Disciplina | 343.7305233 |
Soggetto topico | Individual retirement accounts - Law and legislation - United States |
ISBN | 1-63425-736-7 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Record Nr. | UNINA-9910671994603321 |
Goldberg Seymour | ||
Chicago, Illinois : , : American Bar Association, , 2017 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
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IRA Guide to IRS Compliance Issues [[electronic resource] ] : Including IRA Trust Violations |
Autore | Goldberg Seymour |
Pubbl/distr/stampa | Lanham, : American Bar Association, 2014 |
Descrizione fisica | 1 online resource (264 p.) |
Disciplina | 343.7305/233 |
Soggetto topico |
Individual retirement accounts -- Law and legislation -- United States
Individual retirement accounts -- Taxation -- Law and legislation -- United States Tax auditing -- United States United States. Internal Revenue Service Individual retirement accounts - Taxation - Law and legislation - United States Individual retirement accounts - Law and legislation - United States Tax auditing - United States Law - U.S Law, Politics & Government Public Finance Laws - U.S |
ISBN | 1-61438-852-0 |
Formato | Materiale a stampa |
Livello bibliografico | Monografia |
Lingua di pubblicazione | eng |
Nota di contenuto |
Cover; Title; Copyright; About the Author; Introduction; Overview of the IRS Enforcement Program Involving IRA Issues; IRS Audits of Individual Retirement Accounts; IRS Form 5329; Statute of Limitations Involving IRA Penalties; Personal Liability of the Fiduciary for Debts to the U.S. Government; IRS Levy on IRA to Satisfy Federal Tax Debts; Early Distribution Penalty Violation; Waiver of Required Minimum Distribution Penalty; Examples Involving Required Minimum Distribution Penalties; Important IRA Distribution Tax Trap to Know About; Excess Contributions
Correction of Excess Contribution by Legal Representative of Estate of DeceasedViolations of the Rollover Rules by Non-Spouse Beneficiary When an Inherited IRA Is Involved; Estate Planning Letter Involving an IRA Owner of a Traditional IRA Who Died Survived by Multiple Non-Spouse Beneficiaries; Letter Ruling 200620025; IRAs Payable to Non-QTIP IRA Trusts; Disclosure Issues and IRA Trusts; IRA Trust Instructions; Loss of Creditor Rights Protection of Decedent's IRA in State Court; Use of Separate Irrevocable Spendthrift Trust as Beneficiary of an Inherited IRA for Asset Protection Purposes Executive Summary: Asset Protection for Inherited IRAsAppendix A; Table I; Table II; Appendix B; IRA Trust Checklist; Letter Ruling 200809042; Letter Ruling 201128036; Revenue Ruling 2006-26; Sample IRA Designation of Beneficiary Form for Single IRA Trust; Sample IRA Designation of Beneficiary Form for Multiple IRA Trusts; Don't Be Blind-Sided by Default IRA Beneficiary Forms; Letter Ruling 199936052; Power of Attorney Issues |
Altri titoli varianti | IRA Guide to IRS Compliance Issues |
Record Nr. | UNINA-9910672248203321 |
Goldberg Seymour | ||
Lanham, : American Bar Association, 2014 | ||
Materiale a stampa | ||
Lo trovi qui: Univ. Federico II | ||
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