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Jun 1, 2008 12:00 PM
Boulware Yipee! But Remember Lurie
For the first time, the U.S. Supreme Court has asserted that it not only believes in the taxpayer rights enunciated more than 70 years ago by Judge Learned Hand — but also that the court embraces this position even more firmly than the eminent judge did.
On March 3, 2008, the high court issued a stunning 9-0 opinion in Boulware v. United States
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Topics of Interest
| Estate Tax | Donor Advised Funds |
| GSTs | Family Offices |
| Private Foundations | Life Insurance |
| 2010 Tax Act News | Industry Trends Surveys |
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2011 Trust Glossary
Click here to download the 2011 Trust Glossary
50 Years Ago This Month
| 50 years ago, in May 1962, we featured articles such as: "Future of Canadian Trusteeship" by Arthur H. Mingay", "Training Trust Employees" by Ian M. Marr, "What is a Trust Officer?" by Eric J. Brown, and "Selling Services" by Donald I. Webb. |
Conrad Teitell's Guide to Tax Benefits For Charitable Gifts
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Philanthropy Tax Guide
Each month, Conrad Teitell reports on and analyzes as important tax development governing charitable contributions, including how to maximize the benefits and avoid the pitfalls.
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Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...
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U.S. Treasury Department’s New Reporting Regime For Interest Payments to Non-residents
How will these rules affect the wealth management industry?...
Nuggets From Heckerling: Part III
Here’s a summary of some key tips on general trust drafting, qualified personal residence trusts, grantor trusts, valuations and probate planning considerations...
The iPad-Its For Professionals Too
How to incorporate Apple’s tablet into your practice...
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