= Members Only Content
ABA Tax Law and Tax Planning Workbook
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The purpose of this workbook is to provide you with a review of federal income and transfer tax consequences associated with a trust. It is recommended for personal trust administrators, private bankers, portfolio managers, and other wealth advisors as a desk reference and as a study resource for the Certified Trust and Financial Advisor exam. |
The ABA Tax Law and Tax Planning Workbook contains 14 sections (click for more information):
Section I: Overview of the Current Tax Laws
Section II: Individual Income Tax
Section III: Income Taxation of Fiduciaries
Section IV: Income Taxation and Charitable Entities
Section V: Federal Estate Taxation
Section VI: Federal Gift Tax
Section VII: Generation Skipping Transfer Tax
Section VIII: Planning for Gifts
Section IX: Planning for Credit Shelter and Marital Trusts
Section X: Effective Planning for GST
Section XI: Postmortem Planning
Section XII: Planning for Retirement Benefits
Section XIII: Estate Planning for the Closely Held Business
Section XIV: Ethical Considerations
Catalog #3007527
$225 List Price
$165 Member Discount
The 4 workbook ABA Wealth and Personal Trust Series can be purchased at a discount.
Catalog #3007525
$775 List Price
$575 Member Discount
For more information about this product, please contact ABA Member Services.
