Author Index David A. Berek

Encourage wealthy clients to give tax-avoiding gifts now.

A new law lessens the impact of the market downturn on retirement accounts.

Consult Dowling for guidance on fee arrangements and how to describe them in engagement letters.

The standards and penalties long app-licable to income tax returns now apply to estate and gift tax filings.

It's not too late to implement some tax-saving strategies for your estate-planning clients.

A look at how and why to use grantor retained annuity trusts.

The federal circuits are split and the seventh circuit is silent.

A new law lets age-70-plus taxpayers give up to $100K from their IRAs to charity.

Here's a look at legislative proposals for making the higher estate-tax exclusion permanent.

Two important legislative proposals that estate planners should know about.

A new law raised the gift tax ceiling: are you taking advantage for your clients?

Find out more about Illinois estate-tax revisions, series LLCs, and the Disposition of Remains Act.

An overview of Illinois' newly "decoupled' estate-tax scheme.