Transfers of interests in family entities under ch. 14, sections 2701, 2703 and 2704





An estate planner's guide to qualified retirement plan benefits

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0003416708 / 1992-10-16
Date of Publication:
March 20, 1992
Date of Creation:
1991
Title:
An estate planner's guide to qualified retirement plan benefits / Louis A. Mezzullo.
Number of similar titles:
2
Copyright Claimant:
American Bar Association
Names:
Louis A. Mezzullo (17 documents)
example document: Estate planning for owners of closely held business interests

Copyrights records by Mezzullo, Louis A.


American Bar Association (4101 documents)
example document: Model rules of professional conduct

Copyrights records by American Bar Association



Valuation rules under chapter 14

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004186897 / 1996-02-08
Date of Publication:
November 30, 1995
Date of Creation:
1994
Title:
Valuation rules under chapter 14 : the impact on gift and estate taxation / Louis A. Mezzullo.
Imprint:
Chicago : ABA, c1995.
Description:
199 p.
Copyright Claimant:
American Bar Association

Estate and gift tax issues for employee benefit plans

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004303226 / 1996-05-16
Date of Publication:
March 8, 1996
Date of Creation:
1996
Title:
Estate and gift tax issues for employee benefit plans / by Louis A. Mezzullo.
Basis of Claim:
New Matter: additions & updating.
Description:
1 v.
Number of similar titles:
3
Copyright Claimant:
Tax Management, Inc. (employer for hire)
Names:
Louis A. Mezzullo (17 documents)
example document: Family limited partnerships and limited liability companies
Tax Management, Inc. (731 documents)
example document: Section 2035 transfers

Copyrights records by Tax Management, Inc.



An estate planner's guide to qualified retirement plan benefits

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0004767979 / 1998-04-21
Date of Publication:
December 22, 1997
Date of Creation:
1997
Title:
An estate planner's guide to qualified retirement plan benefits / Louis A. Mezzullo.
Edition:
2nd ed.
Imprint:
Chicago : Section of Real Property, Probate and Trust Law, American Bar Assn., c1998.
Description:
203 p.
Number of similar titles:
2
Copyright Claimant:
American Bar Association
Names:
Louis A. Mezzullo 1944-
American Bar Association (4101 documents)
example document: Managed care liability

Tax Management

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005013130 / 1999-07-07
Date of Publication:
April 21, 1999
Date of Creation:
1999
Title:
Tax Management : estates, gifts, and trusts : Chapter 14 / by Adena W. Testa.
Basis of Claim:
New Matter: updating & additions.
Description:
1 v.
Number of similar titles:
55
Variant title:
Tax Management : estates, gifts, and trusts
Other Title:
Chapter 14
Copyright Claimant:
Tax Management, Inc. (employer for hire of Adena W. Testa)
Names:
Adena W. Testa

Copyrights records by Testa, Adena W.


Tax Management, Inc. (731 documents)
example document: Taxation of cooperatives

Tax Management

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005013131 / 1999-07-07
Date of Publication:
April 14, 1999
Date of Creation:
1999
Title:
Tax Management : estates, gifts, and trusts : Family limited partnerships and limited liability companies / by Louis A. Mezzullo.
Basis of Claim:
New Matter: updating & additions.
Description:
1 v.
Number of similar titles:
55
Variant title:
Tax Management : estates, gifts, and trusts
Other Title:
Family limited partnerships and limited liability companies
Copyright Claimant:
Tax Management, Inc. (employer for hire of Louis A. Mezzullo)
Names:
Louis A. Mezzullo (17 documents)
example document: Estate planning for owners of closely held business interests
Tax Management, Inc. (731 documents)
example document: Inventories

Tax Management

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005013132 / 1999-07-07
Date of Publication:
April 21, 1999
Date of Creation:
1999
Title:
Tax Management : estates, gifts, and trusts : Private foundations--section 4940 and section 4944 / by Donald McGee Etheridge, Jr., James K. Hasson, Jr., and Carol Anne Fowler.
Basis of Claim:
New Matter: updating & additions.
Description:
1 v.
Number of similar titles:
55
Variant title:
Tax Management : estates, gifts, and trusts
Other Title:
Private foundations--section 4940 and section 4944
Copyright Claimant:
Tax Management, Inc. (employer for hire of Donald McGee Etheridge, Jr., James K. Hasson, Jr. & Carol Anne Fowler)
Names:
Carol Anne Fowler
Hasson, James K., Jr.
Etheridge, Donald McGee, Jr.
Tax Management, Inc. (731 documents)
example document: Business operations in Brazil

An estate planner's guide to life insurance

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005221875 / 2000-10-31
Date of Publication:
March 10, 2000
Date of Creation:
2000
Title:
An estate planner's guide to life insurance / Louis A. Mezzullo.
Imprint:
Chicago : American Bar Association, c2000.
Description:
87 p.
Copyright Claimant:
American Bar Association
Names:
Louis A. Mezzullo (17 documents)
example document: Estate planning for owners of closely held business interests
American Bar Association (4101 documents)
example document: Partnerships--U P A, U L P A, securities, taxation, and bankruptcy

An estate planner's guide to buy-sell agreements for the closely held business

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005513742 / 2001-07-27
Date of Publication:
April 12, 2000
Date of Creation:
2001
Title:
An estate planner's guide to buy-sell agreements for the closely held business / Louis A. Mezzullo.
Imprint:
Chicago : American Bar Association, c1999.
Description:
129 p.
Copyright Claimant:
American Bar Association
Names:
Louis A. Mezzullo (17 documents)
example document: Family limited partnerships and limited liability companies
American Bar Association (4101 documents)
example document: International litigation

An estate planner's guide to qualified retirement plan benefits

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005550203 / 2002-04-05
Date of Publication:
January 15, 2002
Date of Creation:
2002
Title:
An estate planner's guide to qualified retirement plan benefits / Louis A. Mezzullo.
Edition:
3rd ed.
Basis of Claim:
New Matter: additions & revisions.
Previous Registration:
Prev. reg. 1998, TX 4-767-979.
Imprint:
Chicago : American Bar Association, c2002.
Description:
171 p.
Number of similar titles:
2
Copyright Claimant:
American Bar Association (employer for hire)
Names:
Louis A. Mezzullo 1944-
American Bar Association (4101 documents)
example document: American Bar Association National Institute on Federal Grants and Construction

An estate planner's guide to family business entities

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0005827870 / 2003-10-24
Date of Publication:
July 28, 2003
Date of Creation:
2003
Title:
An estate planner's guide to family business entities : family limited partnerships, limited liability companies, and more / Louis A. Mezzullo.
Edition:
2nd ed.
Basis of Claim:
New Matter: revisions & additions.
Previous Registration:
Prev. reg. 1998, TX 4-839-090.
Imprint:
[Chicago] : ABA, c2003.
Description:
234 p.
Number of similar titles:
1
Copyright Claimant:
American Bar Association (ABA) (employer for hire)
Names:
Louis A. Mezzullo (17 documents)
example document: Family limited partnerships and limited liability companies
ABA (79 documents)
example document: The funding of living trusts

Copyrights records by ABA


American Bar Association (4101 documents)
example document: Your new lawyer

Transfers of interests in family entities under ch. 14, sections 2701, 2703 and 2704

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0006206177 / 2005-07-12
Date of Publication:
July 4, 2005
Date of Creation:
2005
Title:
Transfers of interests in family entities under ch. 14, sections 2701, 2703 and 2704.
Basis of Claim:
New Matter: additions & updating.
Copyright Note:
Cataloged from appl. only.
Copyright Claimant:
Tax Management, Inc.
Authorship on Application:
Tax Management, Inc., employer for hire, Louis A. Mezzullo.
Names:
Louis A. Mezzullo (17 documents)
example document: Family limited partnerships and limited liability companies
Tax Management, Inc. (731 documents)
example document: Discharge of indebtedness, bankruptcy, and insolvency

Valuation of corporate stock

Type of Work:
Non-dramatic literary work
Registration Number / Date:
TX0006419249 / 2006-07-20
Date of Publication:
July 10, 2006
Date of Creation:
2006
Title:
Valuation of corporate stock.
Basis of Claim:
New Matter: additions & updating.
Copyright Note:
Cataloged from appl. only.
Number of similar titles:
2
Copyright Claimant:
Tax Management, Inc. (employer for hire of Louis A. Mezzullo)
Names:
Louis A. Mezzullo (17 documents)
example document: Family limited partnerships and limited liability companies
Tax Management, Inc. (731 documents)
example document: Grantor trusts

Tax Management

Title:
Tax Management : estates, gifts, and trusts : [portfolios] / Leonard L. Silverstein, chief editor.
Title Qualifier:
estates, gifts, and trusts
Basis of Claim:
New matter: revisions.
Serial Publication Year:
1980
Imprint:
[s.l. : s.n.]
Description:
print material.
Number of similar titles:
55
Other Title:
Private foundations--termination
Estate tax marital deduction
Estate administration expenses--section 2053
Estate tax deductions--sections 2053, 2054, and 2057
Aliens, estate and gift taxation
Exempt organizations--declaratory judgments
Foreign trusts
Lifetime transfers with retained powers
Description based on:
No. 406.
Authorship on Application:
Tax Management, Inc., employer for hire.
Names:
Christopher L. Hartwell

Copyrights records by Hartwell, Christopher L.


Sherwin P. Simmons (3 documents)
example document: Personal life insurance trusts

Copyrights records by Simmons, Sherwin P.


William E. Jetter

Copyrights records by Jetter, William E.


D. Chase Troxell (3 documents)
example document: Aliens

Copyrights records by Troxell, D. Chase


Leonard L. Silverstein (79 documents)
example document: Estate planning for the corporate executive

Copyrights records by Silverstein, Leonard L.


Peter H. Winslow (4 documents)
example document: Exempt organizations--declaratory judgments

Copyrights records by Winslow, Peter H.


Howard M. Zaritsky (79 documents)
example document: Capital gains desk book

Copyrights records by Zaritsky, Howard M.


Knickerbocker, Daniel C., Jr. (5 documents)
example document: Annuities

Copyrights records by Knickerbocker, Daniel C., Jr.


Bureau of National Affairs, Inc. Tax Management, Inc. (137 documents)
example document: Business operations in France

Copyrights records by Bureau of National Affairs, Inc. Tax Management, Inc.


Tax Management, Inc., a subsidiary of the Bureau of National Affairs, Inc. (57 documents)
example document: Real estate leases and improvements

Copyrights records by Tax Management, Inc., a subsidiary of the Bureau of National Affairs, Inc.


Tax Management, Inc., a division of the Bureau of National Affairs, Inc. (17 documents)
example document: Income tax treaties, administrative and competent authority aspects

Copyrights records by Tax Management, Inc., a division of the Bureau of National Affairs, Inc.



Tax Management

Title:
Tax Management : estates, gifts, and trusts : [portfolios] / Leonard L. Silverstein, chief editor.
Title Qualifier:
estates, gifts, and trusts
Basis of Claim:
New matter: revisions.
New matter: revisions & additions.
Serial Publication Year:
1981
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
55
Other Title:
Estate planning for authors and artists
Private foundation distributions--section 4942
Charitable contributions--percentage limitations
Private foundations--special rules
Powers of appointment--estate, gift, and income tax considerations
Transfers taking effect at death
Charitable contributions, general rules
Corporate buy-out agreements
Income in respect of a decedent--general
Description based on:
No. 406.
Authorship on Application:
Tax Management, Inc., employer for hire.
Names:
David W. Schaaf
Sue S. Stern (1 documents)
example document: Charitable giving and solicitation
Charles E. 2d Muller
James K. Jackson (1 documents)
example document: AIDs, STD & other communicable diseases
Robert S. Bromberg
Norman A. Sugarman (1 documents)
example document: Handbook on supporting foundations
Christopher L. Hartwell
Landon, Robert D. W., 2d
Joseph M. Dodge (18 documents)
example document: Wills, trusts, and estate planning

Copyrights records by Dodge, Joseph M.


Leonard L. Silverstein (79 documents)
example document: Taxfree exchanges under section 1031
Howard C. Weizmann
Pam H. Schneider (1 documents)
example document: Valuation, taxation & planning techniques for sophisticated estates, 2001
Homer L. Elliott
Frederic A. Nicholson (5 documents)
example document: Corporate liquidations under section 333

Copyrights records by Nicholson, Frederic A.


Williamson P. Donald (8 documents)
example document: Tax Management multiple corporations--section 1551

Copyrights records by Donald, Williamson P.


Joel E. Miller (16 documents)
example document: Modern trust forms and checklists, with commentary

Copyrights records by Miller, Joel E.


Bureau of National Affairs, Inc. Tax Management, Inc. (137 documents)
example document: Business operations in Mexico
Tax Management, Inc., a division of the Bureau of National Affairs, Inc. (17 documents)
example document: Creditability of foreign income taxes
Tax Management, Inc., a subsidiary of the Bureau of National Affairs, Inc. (57 documents)
example document: Accumulated earnings tax

Tax Management

Title:
Tax Management : foreign income : [portfolios] / Leonard L. Silverstein, chief editor.
Title Qualifier:
foreign income portfolios
Serial Publication Year:
1979
Imprint:
[s.l. : s.n.]
Description:
print material.
Number of similar titles:
55
Other Title:
Foreign investment companies, section 1246.
Section 999, international boycott determinations
Business operations in West Germany
Business operations in Australia
Foreign tax credit, qualification and computation
International boycott determinations.
U.S. income tax withholding, foreign persons
Business operations in Spain
Business operations in Belguim
Description based on:
No. 5-4th.
Copyright Claimant:
Tax Management, Inc.
Authorship on Application:
editorial revisions: Tax Management, Inc., employer for hire.
Tax Management, Inc., employer for hire.
Names:
Daniel D. Dinur
Juergen Killius (2 documents)
example document: Business operations in Germany

Copyrights records by Killius, Juergen


Charles J. Berg
Leslie John Schreyer
William J. Geen
Leonard L. Silverstein (79 documents)
example document: Corporate liquidations under section 333
Jeffrey Gilbert Balkin
David H. Bralove
Enrique Pastor Vinardell
Jonathan Russin
Jacques Malherbe Avocat
Bureau of National Affairs, Inc. Tax Management, Inc. (137 documents)
example document: Transfers with retrained interests and powers

Tax Management

Title:
Tax Management : foreign income : [portfolios] / Leonard L. Silverstein, chief editor.
Title Qualifier:
foreign income portfolios
Serial Publication Year:
1980
Imprint:
[s.l. : s.n.]
Description:
print material.
Number of similar titles:
55
Other Title:
Foreign income
Business operations in the Dominican Republic
Business operations in Greece
Business operations in Puerto Rico
Exportation of intangible industrial property and technical assistance
International boycott determinations.
Description based on:
No. 5-4th.
Authorship on Application:
Tax Management, Inc., employer for hire.
Names:
Stanley F. Rose
G. Gregory Letterman

Copyrights records by Letterman, G. Gregory


Luis Heredia Bonetti
George N. Stathopoulos
Barry A. Woods
Jon E. Bischel (3 documents)
example document: Fundamentals of international taxation

Copyrights records by Bischel, Jon E.


Leonard L. Silverstein (79 documents)
example document: Tax Management foreign income, business operations in the U. S. Virgin Islands
Bureau of National Affairs, Inc. Tax Management, Inc. (137 documents)
example document: Related party transactions and constructive ownership

Tax Management

Title:
Tax Management : foreign income : [portfolios] / Leonard L. Silverstein, chief editor.
Title Qualifier:
foreign income portfolios
Basis of Claim:
New matter: revisions & additions.
Serial Publication Year:
1983
Imprint:
[s.l. : s.n.]
Description:
print material.
Frequency:
Monthly.
Number of similar titles:
55
Other Title:
Business operations in the People's Republic of China
Foreign investment in L D C's--O P I C, Eximbank, I F C, I D B, et al.
Doing business with the international development organizations in Washington, D. C.
Section 482
Business operations in the Philippines
U.S. income taxation of foreign governments, international organizations, and their employees
Business operations in Sweden
Subpart F--Operative concepts and rules
Section 482--special problems
Description based on:
No. 5-4th.
Authorship on Application:
Tax Management, Inc., employer for hire.
Names:
Jamie P. Horsley
David S. Foster (3 documents)
example document: We follow the dead

Copyrights records by Foster, David S.


Elting Arnold
Maurice Wolf
Harrison B. McCawley (6 documents)
example document: Transactions in stock, securities, and other financial instruments

Copyrights records by McCawley, Harrison B.


Exequiel B. Javier (2 documents)
example document: Business operations in the Philippines

Copyrights records by Javier, Exequiel B.


Ricardo J. Romulo (3 documents)
example document: Business operations in the Philippines

Copyrights records by Romulo, Ricardo J.


Leonard L. Silverstein (79 documents)
example document: Business operations in the Republic of China (Taiwan)
Stephen P. Jarchow (8 documents)
example document: Real estate syndication

Copyrights records by Jarchow, Stephen P.


Brett R. Dick

Copyrights records by Dick, Brett R.


Roland S. Dahlman (3 documents)
example document: Business operations in Sweden

Copyrights records by Dahlman, Roland S.


Michael Mulroney

Copyrights records by Mulroney, Michael


Tax Management, Inc., a subsidiary of the Bureau of National Affairs, Inc. (57 documents)
example document: Real estate leases and improvements
Bureau of National Affairs, Inc. Tax Management, Inc. (137 documents)
example document: Inventories other than L I F O

Tax Management

Title:
Tax Management : foreign income : [portfolios] / Leonard L. Silverstein, chief editor.
Title Qualifier:
foreign income portfolios
Basis of Claim:
New matter: compilation, additions & revisions.
Copyright Note:
No issues recorded for year
Serial Publication Year:
1985
Imprint:
[s.l.] : BNA.
Description:
print material.
Frequency:
Monthly.
Number of similar titles:
55
Other Title:
Creditability of foreign income taxes
Business operations in Israel
Description based on:
No. 402-2d.
Authorship on Application:
Tax Management, Inc., employer for hire.
Names:
D. Kevin Dolan

Copyrights records by Dolan, D. Kevin


Amnon Rafael (4 documents)
example document: Business operations in Israel

Copyrights records by Rafael, Amnon


Leonard L. Silverstein (79 documents)
example document: Start-up expenditures
Bureau of National Affairs, Inc. Tax Management, Inc. (137 documents)
example document: Depreciation recapture
Tax Management, Inc., a subsidiary of the Bureau of National Affairs, Inc. (57 documents)
example document: Business operations in Israel

Tax Management

Title:
Tax Management : part 1 : memorandum / Benjamin C. Fassberg, managing editor ... [et al.].
Application Title:
Tax management memorandum.
Title Qualifier:
memorandum, pt. 1
Serial Publication Year:
1979
Serial Key Title:
Tax management
Imprint:
Washington, D. C. : Tax Management.
ISSN:
0148-8295

Description:
print material.
Frequency:
Biweekly.
Number of similar titles:
55
Description based on:
Vol. 79, no. 5, Feb. 26, 1979.
Copyright Claimant:
Tax Management, Inc.
Authorship on Application:
Tax Management, Inc., employer for hire.
Names:
Benjamin C. Fassberg

Copyrights records by Fassberg, Benjamin C.


Bureau of National Affairs, Inc. Tax Management, Inc. (137 documents)
example document: Equitable remedies against commissioner
Tax Management, Inc., a division of the Bureau of National Affairs, Inc. (17 documents)
example document: Inventories other than L I F O

Tax Management

Title:
Tax Management : part 1 : memorandum / Benjamin C. Fassberg, managing editor ... [et al.].
Application Title:
Tax management memorandum.
Title Qualifier:
memorandum, pt. 1
Serial Publication Year:
1980
Serial Key Title:
Tax management
Imprint:
Washington, D. C. : Tax Management.
ISSN:
0148-8295

Description:
print material.
Frequency:
Biweekly.
Number of similar titles:
55
Description based on:
Vol. 79, no. 5, Feb. 26, 1979.
Authorship on Application:
Tax Management, Inc., employer for hire.
Names:
Benjamin C. Fassberg
Bureau of National Affairs, Inc. Tax Management, Inc. (137 documents)
example document: Inventories other than L I F O
Tax Management, Inc., a division of the Bureau of National Affairs, Inc. (17 documents)
example document: Tax Management multiple corporations--section 1551
Tax Management, Inc., a subsidiary of the Bureau of National Affairs, Inc. (57 documents)
example document: Purchase price allocations and amortization of intangibles

Tax Management memorandum

Title:
Tax Management memorandum : pt. 1 / Benjamin C. Fassberg, managing editor ... [et al.].
Title Qualifier:
pt. 1
Serial Publication Year:
1982
Serial Key Title:
Tax Management memorandum
Imprint:
Washington, D. C. : Tax Management.
ISSN:
0148-8295

Description:
print material.
Frequency:
Biweekly.
Number of similar titles:
5
Description based on:
Vol. 79, no. 5, Feb. 26, 1979.
Authorship on Application:
Tax Management, Inc., employer for hire.
Names:
Benjamin C. Fassberg
Bureau of National Affairs, Inc. Tax Management, Inc. (137 documents)
example document: The indirect foreign tax credit
Tax Management, Inc., a subsidiary of the Bureau of National Affairs, Inc. (57 documents)
example document: Sales and leasebacks

Tax Management Cal-q-tax ... California income tax program manual

Title:
Tax Management Cal-q-tax ... California income tax program manual / [Cal-q-tax chief editor, Hewitt A. Conway].
Copyright Note:
No issues recorded for year
Serial Publication Year:
1982
Imprint:
Washington, D. C. : Tax Management.
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
1
Variant title:
Cal-q-tax California income tax program manual.
Other Title:
1981 California income tax programs
California income tax program manual
Description based on:
1981 issue.
Notes:
With module and calculator keyboard overlay.
Names:
Peter B. Whitehead
Hewitt A. Conway

Copyrights records by Conway, Hewitt A.


Bureau of National Affairs, Inc. Tax Management, Inc. (137 documents)
example document: Business operations in Canada--taxation
Tax Management, Inc., a subsidiary of the Bureau of National Affairs, Inc. (57 documents)
example document: Purchase price allocations and amortization of intangibles

Tax Management Cal-q-tax ... Federal income tax program manual

Title:
Tax Management Cal-q-tax ... Federal income tax program manual / [Cal-q-tax chief editor, Hewitt A. Conway].
Copyright Note:
No issues recorded for year
Serial Publication Year:
1982
Imprint:
Washington, D. C. : Tax Management.
Description:
print material.
Frequency:
Frequency unknown.
Number of similar titles:
1
Variant title:
Cal-q-tax Federal income tax program manual.
Other Title:
1980 Federal income tax programs module number 1
Federal income tax program manual
Description based on:
1980 issue.
Notes:
With module and program label cards.
Names:
Kenneth S. Cohen (8 documents)
example document: Tax planning for executive compensation

Copyrights records by Cohen, Kenneth S.


Hewitt A. Conway
Bureau of National Affairs, Inc. Tax Management, Inc. (137 documents)
example document: Personal life insurance trusts
Tax Management, Inc., a subsidiary of the Bureau of National Affairs, Inc. (57 documents)
example document: Accumulated earnings tax

This website is not affiliated with document authors or copyright owners. This page is provided for informational purposes only. Unintentional errors are possible. Multiple persons can share the same name.