Category: Neal Nusholtz Articles

Why Beneficiary Deemed Owner Trusts May Be More Valuable After the One Big Beautiful Bill Act: The Bluebook’s Interpretation of New Limitations on Itemized Deductions

–Published in LISI Financial Products Planning Newsletter – Archive Message #3344

The Application of Simple Tax Math in Trust Design

–Published in LISI Financial Products Planning Newsletter – Archive Message #3330

Using a Joint Marital Trust to Minimize Capital Gains Taxes

–Published in LISI Financial Products Planning Newsletter – Archive Message #3324

IRC Section 1014 SLAT – Basis Step Up

–Published in LISI Financial Products Planning Newsletter – Archive Message #3255

Double Basis Step-Up Alternatives

–Published in LISI Financial Products Planning Newsletter – Archive Message #261

A Fiduciary’s Duties and Fees in the Determination of Heirs Process

–Published in LISI Financial Products Planning Newsletter – Archive Message #3123, June 4, 2024

Is a Restriction in a Partnership Valid When It Conflicts with a Right of Inheritance?

–Published in LISI Financial Products Planning Newsletter – Archive Message #3119, May 14, 2024

IRS’s Heavy Oversight of Tax Preparers Creates Chilling Effect

–Published in Bloomberg Tax, March 21, 2024

How to Add Two Paragraphs to Your General Powers of Attorney So You Can Cure Defects in Your Form 2848 and Represent Clients Before the IRS 

–Published in LISI Financial Products Planning Newsletter – Archive Message #3107, March 7, 2024

Helping Your Clients Select a Whole Life Policy 

–Published in LISI Financial Products Planning Newsletter #39, December 26, 2023