Passing It on from the Inside out (PDF file)
This article discusses some of the practical details that clients and their advisors should address in exit planning strategies for closely held businesses. Authors: Charlie Douglas, J.D.,CFP, AEP and Hugh Massie
2009 State Death Tax Chart (PDF file)
A summary of the current state death tax law in the 50 states and the District of Columbia. Author: Charles D. Fox, IV
Family Limited Partnership Checklist (PDF file)
Byrle Abbin has produced this comprehensive Family Limited Partnership checklist using the various rulings on FLPs. Author: Byrle M. Abbin
IRS Publication 78 (external link)
Information on the tax-exempt status of a charitable organization.
IRS Publication 552 (PDF file)
Do you and your clients ever wonder how long records should be retained? This IRS publication is designed to give you detailed information on the IRS’s requirements.
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