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This page is a archive of entries in the Estate Planning +Taxation category from May 2011.

Estate Planning +Taxation: April 2011 is the previous archive.

Estate Planning +Taxation: June 2011 is the next archive.

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Estate Planning +Taxation: May 2011 Archives

Estate Analyst: Evil Estates Deconstructed

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Evil Estates Deconstructed The Search for Osama bin Laden's WealthBy: Robert L. Moshman, Esq.God judged it better to bring good out of evil than to suffer no evil to exist. --Saint Augustine There is evil among us. Monsters walk the face of this earth. How does a...

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Start Preparing Now For New Foreign Bank Account Reporting Rules

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Start Preparing Now For New Foreign Bank Account Reporting RulesBy: Laura Barooshian, CPA, MSTForeign investments are likely to pay out big returns this year and in years to come - not necessarily for investors, but definitely for the IRS.The U.S....

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You Are Being Watched: It's Not Just Big Brother Watching You

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You Are Being Watched: It's Not Just Big Brother Watching YouBy: Kevin E. Packman, Holland & Knight LLPIn the premiere issue of CitiTrust's Edge Magazine, I wrote about the IRS' increasing use of technology to catch taxpayers who are paying...

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Recent Developments in Asset Protection Law, May 2011

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Recent Developments in Asset Protection Law, May 2011By: Jay D. AdkissonFRAUDULENT TRANSFERSGenerallyRocky Mountain Holdings: Undercapitalization, Consent Order, Limited Partnership, Antecedent Debt, and Reasonably Equivalent Value Issues Make For An Interesting Fraudulent Transfer Case U.S. v. Rocky Mountain Holdings, Inc., 2011...

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FLP Update

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FLP UpdateBy: Martin M. ShenkmanSummary: FLPs and LLCs remain the focus of many estate plans, and the tax implications are significant. Common use, however, does not imply simple or assured tax results.  The following comments were gleaned from a presentation by...

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Roth IRA Conversion Planning in 2011 & 2012

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Roth IRA Conversion Planning in 2011 & 2012By: Robert Keebler, CPA of Keebler & Associates, LLPIn early 2010, there was great fanfare over the repeal of the $100,000 modified adjusted gross income limitation. As the 2010 tax year came to...

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