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Subject : personal finance

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Periodical

HOW TO SHARE YOUR WEALTH DURING YOUR LIFETIME.

Authors : BLOCK, SANDRA (AUTHOR)

Subjects: CHARITABLE giving; INHERITANCE & transfer tax; ASSETS (Accounting)

Source: Kiplinger Personal Finance. Oct2024, Vol. 78 Issue 10, p52-60. 8p. 6 Color Photographs, 2 Charts.

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Periodical

Mitigate the Tax Impact of the Death of an Owner/Shareholder.

Authors : DeFillipo, Michael C.¹

Subjects: *INHERITANCE & transfer tax; *PERSONAL finance; *TAX benefits

Source: Pennsylvania CPA Journal. Winter2023, Vol. 93 Issue 4, p16-17. 2p.

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Periodical

Letters.

Authors : D. G. (AUTHOR); T. B. (AUTHOR); Gould, Jack (AUTHOR)

Subjects: *INHERITANCE & transfer tax; *DECEDENTS' estates; *TRAVEL costs

Source: Kiplinger Personal Finance. Dec2023, Vol. 77 Issue 12, p5-5. 3/4p. 1 Color Photograph.

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Periodical

A just tax on the dead.

Authors : Maxwell, Dominic¹

Subjects: *INHERITANCE & transfer tax; *TAXATION; *ESTATE planningUNITED Kingdom

Source: New Statesman. 8/23/2004, Vol. 133 Issue 4702, p11-12. 2p. 1 Color Photograph.

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Periodical

READER FEEDBACK.

Authors : FADELEY, LEE M. (AUTHOR); DOUG HAM (AUTHOR); MCDERMOTT, JAMES (AUTHOR)

Subjects: *RANDOM walks; *INHERITANCE & transfer tax; *REAL property tax

Source: Kiplinger Personal Finance. May2023, Vol. 77 Issue 5, p5-5. 2/3p.

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Periodical

Life Planning: Documents Clients Need for Effective Estate Transfer & Tax Planning.

Authors : ALLMON, MICHAEL B.¹ ; JONES, MEGAN LISA² ; DIBERNARDO, MICHAEL¹

Subjects: *INHERITANCE & transfer tax; *TAX planning; *PERSONAL finance

Source: California CPA. Mar/Apr2021, Vol. 89 Issue 8, p20-22. 3p.

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Periodical

GOOD NEWS FOR HEIRS.

Authors : BLOCK, SANDRA

Subjects: *INHERITANCE & transfer tax; *INCOME tax; *RETIREESUNITED States

Source: Kiplinger Personal Finance. Dec2014, Vol. 68 Issue 12, p21-22. 2p. 1 Color Photograph.

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Periodical

How to Avoid the 'Death Tax'

Authors : Morrissey, Janet

Subjects: *ESTATE planning; *INHERITANCE & transfer tax; *PERSONAL finance

Source: Fortune International (Europe). 6/8/2009, Vol. 159 Issue 11, p25-28. 4p. 3 Color Photographs.

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Periodical

9 Unspoken Truths About Taxes.

Authors : STARK, ELLEN (AUTHOR)

Subjects: ELECTRONIC filing of tax returns; INHERITANCE & transfer tax; TAXATION

Source: AARP: The Magazine. Feb/Mar2022, Vol. 65 Issue 2A, p46-48. 3p. 1 Cartoon or Caricature.

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Periodical

Ping-Pong Planning.

Authors : Siebert, Laurie A.¹

Subjects: *PERSONAL finance; *INHERITANCE & transfer tax; *INDIVIDUAL retirement accounts

Source: Pennsylvania CPA Journal. Summer2021, Vol. 92 Issue 2, p16-16. 1p.

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