New Book on Estate Tax and Movies
Keith Schiller’s new book, Art of the Estate Tax Return, Second Edition-Estate Planning at the Movies, uses films to illustrate estate planning and tax concepts. Provided below is the description of the book from Bloomberg BNA:
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, lending humanity to technical issues, and making the tax law fun.
Art of the Estate Tax Return will enhance your practice and enable you to potentially save your clients millions of dollars in estate taxes by presenting strategic analysis for preparation, presentation, and post-filing defense and advocacy with tax-saving results.
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.
With a Foreword by former IRS Appeals Team Manager John Schooler, and an Afterword by Charles W. Morris, the former IRS Territory Manager, Estate and Gift Tax for the Western United States, Art of the Estate Tax Return unsnares the traps and 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 for 2013
- 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
- Comprehensive analysis
- And much more!