Posts Tagged ‘ irs ’

Lending Money to Family – Don’t Forget About “Imputed Income”

IRS Commissioner Douglas Shulman Addresses The AICPA Annual Conference

Let’s say you want to lend a significant amount of money to your child, another family member or even a friend.  To further help, you decide that you want to make the loan without interest (or at a below-market rate).  Bully for you – you should be commended for your support and assistance to your…

Read more »

Last Week in Estate Planning (September 11 to September 17, 2011)

6125145054_6bc2bc1dcf_s

This past April top estate planning blogger David A. Shulman, Esq. opined that “[t]he #1 Estate Planning blog is and continues to be Texas Tech Univ. School of Law Professor Gerry Beyer’s ‘Wills, Trusts & Estates Prof Blog.’  It is, and continues to be, essential reading for anyone in the profession.”  Read more...

Read more »

Last Week in Estate Planning (July 17 to July 23, 2011)

75px-JohnDonne

One of my favorite passages in literature comes from Devotions Upon Emergent Occasions, Meditation XVII, by poet John Donne, written in 1624:  Read more...

Read more »

Last Week in Estate Planning (June 10 to June 16, 2011)

3327041430_3ab6e0a2a3_s

Here are links to the top estate planning stories and developments of last week. By the way, I receive absolutely no financial remuneration from recommending any of the following choices.  I believe this enables me to give an unbiased view of what, IMHO, is the best in topical and quality work from estate planning colleagues…

Read more »