TAX
TAX
“Navigating the complex maze of IRS practice and procedure rules can be daunting — but the task is made much easier with help from two of the most experienced tax controversy attorneys in the business today.” — Kendall Jones , Sutherland
Private Clients Legal & Tax Planning Answer Book Edited by G. Warren Whitaker, Leiha Macauley, and Darren M. Wallace (Day Pitney LLP)
Internal Revenue Service Practice and Procedure Deskbook Thomas Greenaway (KPMG LLP) and Edward M. Robbins, Jr. (Hochman, Salkin, Toscher & Perez, P.C.)
Filled with important practice-related guidance, this practice guide supplies any practitioner who interfaces with private clients a helpful, conversational analysis into the effective protection of a high-net-worth client’s assets. Authored and edited by G. Warren Whitaker and a team of experts from Day Pitney LLP, this title offers discussions around the common and sophisticated questions on protecting asset portfolios and related tax and regulatory planning considerations. Its chapters provide strategies for family member dispositions; trusts; estate, gift, and generation-skipping transfer taxes; retirement accounts; intra-family transactions; and family-marital issues. Beyond these topics, the book covers important wills and trusts concepts, including drafting best practices, incapacitation, cross-border factors, and estate planning team management. Tax practitioners, accountants, and anyone involved in the trust and estate planning process can also access helpful forms. Receive up-to-date legal and tax planning best practices with PLI’s Upkeep Service.
1 softbound volume or digital, 494 pages, $250, Item #397727, ISBN 978-1-4024-4609-2, Published as needed
This Deskbook offers tax lawyers, accountants, and tax professionals an all-inclusive guide into the knowledge and tactics necessary to represent clients effectively before the IRS. It was prepared by two leading tax controversy litigators who have guided numerous taxpayers through IRS examinations, appeals, and post- appeals dispute resolution. Organized in a way that’s helpful for readers who are well-versed in or new to IRS procedures, this book offers detailed practice pointers and Tax Court case law discussions. Readers can also consult a chart that neatly summarizes the numerous complex civil penalties the Internal Revenue Code allows. Stay ahead of IRS rule and tax law changes with PLI’s Upkeep Service. 3 softbound volumes or digital, 2,844 pages, $608, Item #370683, ISBN 978-1-4024-4613-9, Updated annually or as needed
2 looseleaf volumes, 1,466 pages, $880, Item #239302, ISBN 978-1-4024-3004-6, Updated annually or as needed
Langer on Practical International Tax Planning Edward J. Smith (Attorney at Law)
Taxation of Intellectual Property Law and Practice Jeffrey A. Maine (University of Maine School of Law) and Xuan-Thao N. Nguyen (University of Washington School of Law)
International Tax Controversies A Practical Guide Philip R. West and Amanda Pedvin Varma (Steptoe LLP) Compiled by an adjunct professor and a prominent tax practitioner with substantial private and government practice experience, this resource offers readers a step-by-step guide on confronting U.S. tax audits that involve international assets and transactions. Its approaches are helpful for any tax practitioner, accounting professional, or high-net-worth individual. It is also instructive for anyone who works with or manages global wealth portfolios.
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Authored by a notable tax attorney with a global practice, this treatise offers a comprehensive resource for capitalizing on favorable tax havens and financial centers. Global tax practitioners and their clients can access forms and checklists covering qualified domestic trusts, achieving QI status, and more. They will gain insights around selecting suitable territories for each client’s tax situation, territory-specific tax mitigation instruments, planning best practices, foreign tax credits, tax treaties and treaty shopping, asset situs analysis, and strategy adjustment approaches. Stay abreast of ever-changing international tax planning best practices with PLI’s Upkeep Service.
This resource helps IP practitioners, tax professionals, and owners learn about and leverage important deductions and tax planning strategies pertaining to IP transactions and IP asset ownership. The distinguished IP professors who authored this book explore critical tax considerations and preparation pointers appropriate for accommodating the IRS and state tax agencies. Readers will gain exposure to IP taxation fundamentals relevant to individuals, corporations, partnerships, and non-profits. The book includes in-depth coverage of the various deductions applicable to patent royalties, researchers, and infringement-related legal fees, as well as a state-by-state treatment of the IP holding company model. In addition, the authors discuss administrative rulings addressing the tax treatment of resource planning software, wage allocation in association with the research tax credit, and technology licenses. Respond to IP taxation developments quickly with PLI’s Upkeep Service.
1 looseleaf volume, 1,310 pages, $707, Item #325516, ISBN 978-1-4024-3908-7, Updated annually or as needed
1 softbound volume, 404 pages, $351, Item #397745, ISBN 978-1-4024-4612-2, Published as needed
Readers will learn about the vital ingredients that go into successfully overcoming an international audit from the IRS and non-U.S. tax authorities. The Guide raises tips for retaining proper transaction paperwork, navigating international examination requirements, and more. Stay on top of international tax developments with PLI’s Upkeep Service.
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