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Estates, Gifts and Trusts Portfolios Library

The premier estates, gifts and trusts resource that features research, planning and implementation tools on one platform — backed by the nation's leading tax authorities.

Expert Analysis

More than 80 Portfolios scrutinize topics of estates, gifts and trusts planning.

Topics include:

Generation Skipping Tax

Family Limited Partnerships

Charitable Remainder Trusts

Estate Planning for Closely-Held Businesses

Exempt Organizations and Private Foundations

Life Insurance

Valuation

Practice Tools

Working papers

Tables, charts, and lists

Interactive IRS Forms and State Forms (optional)

Other practice aids

Source Documents

Full text of the IRC

Final, Temporary, and Proposed Regulations

IRS Documents —including Rev. Ruls., Rev. Procs., Notices and Announcements, PLRs and TAMs

IRS Publications

Full Text of Federal Cases from all federal courts from 1913 to date; Tax Court rules; Court of Federal Claim Rules

Selected full text of legislation with committee reports

Circular 230

Coordinated Issue Papers/Industry Specialization Papers

Treasury Decision Preambles, Treasury Regulations

State tax statutes and regs. (optional)

State cases (optional)

News & Commentary

• Daily Tax Highlights–Daily highlights from each issue of the Daily Tax Report, covering key legislative, regulatory, and legal tax developments.
• Tax Management Memorandum–An authoritative outlook, including commentary from BNA’s Advisory Boards, on new issues, developments, trends, and strategies.
• Estate, Gifts and Trusts Journal–Bimonthly reporting and commentary on topics such as marital deduction planning, estate and trust administration, charitable gifts, and valuation.
• Weekly Report–Timely notification and practical analysis of important new tax developments.
• Insights & Commentary–Commentary by leading authorities on a variety of current and emerging tax issues.
• Compensation Planning Journal (optional) –Monthly journal that keeps you abreast of such wide-ranging compensation planning issues as qualified plan compliance, employment taxes, health care and other employee benefits, and non-qualified deferred compensation plans, including the impact of section 409A.
• Financial Planning Journal (optional) –Monthly review of issues that affect how you advise your clients. It includes coverage of domestic and global economic trends, income tax planning, Social Security and Medicare, investment planning, retirement planning, insurance planning.
• Real Estate Journal (optional) –Monthly journal offers the latest insights in the crucial areas of real estate tax planning, including passive loss rules, tax-free exchanges, workouts, REMICS and REITs. It includes analytical articles, practitioners’ comments, and analysis of recent developments.

NOTE: This product is a component of the BNA Tax and Accounting Center. Your 15-day Web trial to the Center includes full access, allowing you to explore all areas of tax and accounting analysis, primary sources, practice tools and more. You can find more information on the Center here.