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Taxation-Federal Estate and Gift Commons

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Articles 991 - 1020 of 1409

Full-Text Articles in Taxation-Federal Estate and Gift

Pandora’S Box: Managerial Discretion And The Problem Of Corporate Philanthropy, Faith Stevelman Jan 1997

Pandora’S Box: Managerial Discretion And The Problem Of Corporate Philanthropy, Faith Stevelman

Articles & Chapters

Corporate giving to 501(c)(3) nonprofits (“charities”) is a more curious, varied and interesting phenomenon than commentators have recognized. Such “gifts” can be grouped generally into four categories. First, Giving to executives’ preferred charities represents an alternative form of compensation. Second, corporate philanthropy is often tied to the company’s commercial advertising, as a method of promoting consumer goodwill and sales. Thirdly, some corporate gifts may be motivated by their leaders’ desire to “give back” to the community, as an expression of corporate social responsibility. Finally, corporations may use contributions to politically enabled nonprofits, including think tanks and market-oriented/ “public interest” litigation …


A Comparative Proposal To Reform The United States Gift Tax Annual Exclusion, Jeffrey S. Kinsler Jan 1997

A Comparative Proposal To Reform The United States Gift Tax Annual Exclusion, Jeffrey S. Kinsler

Vanderbilt Journal of Transnational Law

The U.S. tax system receives much criticism. Recurrent themes in criticizing tax laws concern their complexity and the many loopholes relieving the wealthy from large amounts of taxation. This Article demonstrates how very wealthy U.S. taxpayers often do not pay gift and estate taxes. In fact the tax laws do not require these taxes to be paid. The Internal Revenue Code provides mechanisms through which taxpayers can evade estate and gift taxes in the United States. Furthermore, U.S. gift tax laws are extremely generous to taxpayers relative to tax laws of other industrialized countries. This Article analyzes the U.S. gift …


Estate Tax - Estate Of D'Ambrosio V. Commissioner: Reinterpretation Of Internal Revenue Code Section 2036(A) Nets Estate $330,000 In Tax Savings, Scott B. Connolly Jan 1997

Estate Tax - Estate Of D'Ambrosio V. Commissioner: Reinterpretation Of Internal Revenue Code Section 2036(A) Nets Estate $330,000 In Tax Savings, Scott B. Connolly

Villanova Law Review (1956 - )

No abstract provided.


Charitable Planning Through Deferred Giving Vehicles, Lawrence P. Katzenstein Dec 1996

Charitable Planning Through Deferred Giving Vehicles, Lawrence P. Katzenstein

William & Mary Annual Tax Conference

No abstract provided.


Planning For Distibutions From Qualified Retirement Plans, Louis A. Mezzullo Dec 1996

Planning For Distibutions From Qualified Retirement Plans, Louis A. Mezzullo

William & Mary Annual Tax Conference

No abstract provided.


The Proposed Corporate Sponsorship Regulations: Is The Treasury Department "Sleeping With The Enemy"?, David A. Brennen Oct 1996

The Proposed Corporate Sponsorship Regulations: Is The Treasury Department "Sleeping With The Enemy"?, David A. Brennen

Scholarly Works

Part II of this article will outline the historical development of this so-called unrelated business income tax on charities. Part III will show, in detail, how the Treasury's position in the proposed regulation represents a sharp departure from its pre-1993 interpretations regarding the status of sponsorship payments and posit possible reasons for the change. Part IV shows that the Treasury's “new” position on sponsorship payments, while an example of poor policy-making in light of the historical development of the unrelated business income tax, is legally defensible. Finally, part V suggests that the Treasury, in light of the policy concerns, should …


Probate Basics: Administering A Decedent's Estate, Oregon Law Institute, Wesley D. Fitzwater, Sam Friedenberg, Carolyn W. Miller, Richard A. Pagnano May 1996

Probate Basics: Administering A Decedent's Estate, Oregon Law Institute, Wesley D. Fitzwater, Sam Friedenberg, Carolyn W. Miller, Richard A. Pagnano

Oregon Law Institute, 1996

Course Materials from the May 31, 1996 Program in Portland


Fundamentals Of Estate Tax Planning, John A. Miller Jan 1996

Fundamentals Of Estate Tax Planning, John A. Miller

Articles

No abstract provided.


Support Your Family But Leave Out Uncle Sam: A Call For Federal Gift Tax Reform, Robert G. Popovich Jan 1996

Support Your Family But Leave Out Uncle Sam: A Call For Federal Gift Tax Reform, Robert G. Popovich

Maryland Law Review

No abstract provided.


The Oklahoma Estate Tax: Modest Proposals For Change, Mark R. Gillett Jan 1996

The Oklahoma Estate Tax: Modest Proposals For Change, Mark R. Gillett

Oklahoma Law Review

No abstract provided.


The Oklahoma Estate Tax: Modest Proposals For Change, Mark R. Gillett Jan 1996

The Oklahoma Estate Tax: Modest Proposals For Change, Mark R. Gillett

Faculty Articles

No abstract provided.


Integrating Qualified Plan Distributions Into The Overall Financial And Estate Plan, Bruce J. Temkin Dec 1995

Integrating Qualified Plan Distributions Into The Overall Financial And Estate Plan, Bruce J. Temkin

William & Mary Annual Tax Conference

No abstract provided.


Determining The Assets Necessary To Retire Including Gift And Estate Planning Applications, Bruce J. Temkin Dec 1995

Determining The Assets Necessary To Retire Including Gift And Estate Planning Applications, Bruce J. Temkin

William & Mary Annual Tax Conference

No abstract provided.


Creative Uses Of Split Dollar Life Insurance, John H. Milne Dec 1995

Creative Uses Of Split Dollar Life Insurance, John H. Milne

William & Mary Annual Tax Conference

No abstract provided.


Planning For Distributions From Qualified Retirement Plans And Iras, Louis A. Mezzullo Dec 1995

Planning For Distributions From Qualified Retirement Plans And Iras, Louis A. Mezzullo

William & Mary Annual Tax Conference

No abstract provided.


Marital Partnership Theory And The Elective Share: Federal Estate Tax Law Provides A Solution, Susan N. Gary Jul 1995

Marital Partnership Theory And The Elective Share: Federal Estate Tax Law Provides A Solution, Susan N. Gary

University of Miami Law Review

No abstract provided.


Planning For Moderate Estates, Oregon Law Institute, Heather O. Gilmore, Richard A. Pagnano, Wesley D. Fitzwater, Shirley A. Bass, S. Jane Patterson, Mark M. Williams May 1995

Planning For Moderate Estates, Oregon Law Institute, Heather O. Gilmore, Richard A. Pagnano, Wesley D. Fitzwater, Shirley A. Bass, S. Jane Patterson, Mark M. Williams

Oregon Law Institute, 1995

Course Materials from the May 12, 1995 Program in Portland


What Can The Irs Compel Charities To Say To Donors, Alan L. Feld Apr 1995

What Can The Irs Compel Charities To Say To Donors, Alan L. Feld

Faculty Scholarship

The 1993 tax act created new substantiation and reporting requirements for charitable giving. One of the new provisions, section 6115, requires a charity to make specified disclosures to the donor. If the charity receives a "quid pro quo contribution" of more than $75 it must inform the donor that the amount of the charitable contribution excludes the value of goods or services the donor received. The charity must provide a good-faith estimate of the value of the goods or services. If the charity fails to comply, it may incur a penalty, section 6714, of $10 per contribution, but not more …


The West Virginia Limited Liability Company Act: Time For A Change, Noel P. Brock Cpa Jan 1995

The West Virginia Limited Liability Company Act: Time For A Change, Noel P. Brock Cpa

West Virginia Law Review

No abstract provided.


Tax Policy: The Chafee Bill- Trick Or Treat?, William T. Hutton Jan 1995

Tax Policy: The Chafee Bill- Trick Or Treat?, William T. Hutton

Faculty Scholarship

No abstract provided.


Estate Planning Developments And Techniques, W. Birch Douglass Iii, John A. Wallace Dec 1994

Estate Planning Developments And Techniques, W. Birch Douglass Iii, John A. Wallace

William & Mary Annual Tax Conference

No abstract provided.


Qualified Retirement Plans: What Practitioners Need To Know, Michael L. Layman, Susan K. Stoneman Dec 1994

Qualified Retirement Plans: What Practitioners Need To Know, Michael L. Layman, Susan K. Stoneman

William & Mary Annual Tax Conference

No abstract provided.


Digging Up New Revenue: Retrospective Estate Taxation And The Omnibus Budget Reconciliation Act, Michael George Jun 1994

Digging Up New Revenue: Retrospective Estate Taxation And The Omnibus Budget Reconciliation Act, Michael George

West Virginia Law Review

No abstract provided.


Gift Or Loan Of State Money: Schulz V. State Of New York Jan 1994

Gift Or Loan Of State Money: Schulz V. State Of New York

Touro Law Review

No abstract provided.


Graveyard Robbery In The Omnibus Budget Reconciliation Act Of 1993: A Modern Look At The Constitutionality Of Retroactive Taxes, 27 J. Marshall L. Rev. 775 (1994), Andrew G. Schultz Jan 1994

Graveyard Robbery In The Omnibus Budget Reconciliation Act Of 1993: A Modern Look At The Constitutionality Of Retroactive Taxes, 27 J. Marshall L. Rev. 775 (1994), Andrew G. Schultz

UIC Law Review

No abstract provided.


The New Rollover Rules And Twenty Percent Withholding Tax On Pension Distributions: Does Good Pension Policy Favor Their Repeal?, Leandra Lederman Jan 1994

The New Rollover Rules And Twenty Percent Withholding Tax On Pension Distributions: Does Good Pension Policy Favor Their Repeal?, Leandra Lederman

Articles by Maurer Faculty

No abstract provided.


Hot Topics And Practical Tips In Estate Planning, Edward Jay Beckwith Dec 1993

Hot Topics And Practical Tips In Estate Planning, Edward Jay Beckwith

William & Mary Annual Tax Conference

No abstract provided.


The Indivisible Tax Gift, Alan L. Feld Jan 1993

The Indivisible Tax Gift, Alan L. Feld

Faculty Scholarship

In Greene v. United States, the District Court for the Southern District of New York recently rewarded (with an income tax refund) the taxpayers' ingenuity in designing a charitable gift. The court did so, however, without discussion of a central issue in the case. Had it considered the nature of the gift more carefully, it might have denied or modified the claimed deduction.


Postmortem Tax Planning: It's Truly Never Too Late To Save Taxes, John B. O'Grady Dec 1992

Postmortem Tax Planning: It's Truly Never Too Late To Save Taxes, John B. O'Grady

William & Mary Annual Tax Conference

No abstract provided.


A Monologue On The Taxation Of Business Gifts, Erik M. Jensen May 1992

A Monologue On The Taxation Of Business Gifts, Erik M. Jensen

BYU Law Review

No abstract provided.