Estate and Retirement Planning Answer Book, 2007 Edition (Answer Books) [Paperback]

William D. Mitchell (Author)

Book Description

ISBN-10: 0808090410 | ISBN-13: 978-0808090410 | Publication Date: September 22, 2006 | Edition: 2007

Estate and Retirement Planning Answer Book (2007 Edition) provides quick and authoritative answers to help the estate planning professional decide how to integrate the receipt of retirement plan distributions with clients' estate plans, how to choose and design the type of retirement plan that best suits the client's needs, and how to comply with the growing number of federal requirements and tax rules that apply to these plans.

Discussion includes such topics as the final minimum distribution rules for individual retirement accounts, qualified plan distributions, usage of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation.

In addition, coverage includes numerous examples that illustrate specific applications and situations as well as practice pointers that highlight recent interpretations of IRS regulations and provide cautions concerning common pitfalls.

Highlights of 2007 Edition include:

·An expanded discussion of deductions against the gross estate. ·A new section on the decedent's final return. ·A new section on discounts. ·An expanded discussion of tax-qualified retriement plans. ·A new discussion of practice before the IRS and Circular 230. ·Coverage of the changes to the Kiddie Tax resulting from the Tax Increase Prevention and Reconciliation Act of 2005. ·An appendix listing by name the major laws effecting employee benefits and their bill numbers.

Editorial Reviews

About the Author

William D. Mitchell of Mitchell Law Group, is a frequent lecturer on employment law, employee benefits, and estate planning. A co-author of several books and articles, Mr. Mitchell received a B.A. in Economics from the University of Washington, an M.A. in Economics from the University of California at Berkeley, a J.D. from the University of California at Berkeley, and an M.A. in Taxation from Georgetowm University. Mr. Mitchell is an adjunct professor at the University of South Florida, has been listed in Who's Who in America, and has an "av" rating from Martindale-Hubbell. He has been designated as a Leading Florida Attorney and is the author of The Estate and Retirement Planning Answer Book and the co-author of Employee Fringe and Welfare Benefit Plans. He has practiced in Tampa for 20 years. Mitchell Law Group, P.A. has been in business for 10 years. For three years, Mr. Mitchell was a staff attorney assigned to litigate major antitrust cases for the Federal Trade Commission in Washington, D.C. He is a Florida Supreme Court Certified Mediator and is certified to mediate in federal court.

Product Details

• Paperback
• Publisher: CCH, Inc.; 2007 edition (September 22, 2006)
• Language: English
• ISBN-10: 0808090410
• ISBN-13: 978-0808090410
• Product Dimensions: 9.9 x 7.2 x 2.1 inches
• Shipping Weight: 3.7 pounds (View shipping rates and policies)
• Amazon Best Sellers Rank: #5,254,077 in Books (See Top 100 in Books)