National Law Foundation
Estates, Gifts, Trusts & Tax Materials
Books, Audio CDs, DVDs, and FORMS
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National Law Foundation Estates, Gifts, Trusts & Tax Materials Books, Audio CDs, DVDs, and FORMS |
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Get Acrobat Reader free here.
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Pension Protection Act Of 2006: What Tax And Estate Planners Need To Know
The massive Pension Protection Act of 2006 (“PPA”) contains many
provisions which are critically important to tax and estate planners and
their clients. In addition to the well-publicized new rules relating to
Rollover of Retirement Accounts By Non-Spouses, the PPA includes big
changes in the valuation penalties, charitable deduction incentives and
limitations and more. This 2.1-hour November 15, 2006 talk by
Steven G.
Siegel provides a valuable explanation which reviews all of the PPA
provisions tax and estate planners need to know. Mr. Siegel,
president of The Siegel Group, a national consulting firm based in
Morristown, NJ, discusses these topics: Rollover Of Retirement
Accounts By Non-Spouse Beneficiaries – BIG! Increased Valuation
Penalties – BIG! Direct Distributions To
Charities from IRAs Direct Rollovers From
Retirement Plans To Roth IRAs Direct Deposit Of IRS
Refunds Scheduled 2010 Sunset
Eliminated Liberalized Withdrawal
Rules Charitable
Deduction Provisions
- incentive provisions
- limitation provisions Company-Owned Life
Insurance Provisions
- policy ownership
- new rules directing taxation of proceeds |
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