Course book included with all formats
Are you confident in your ability to handle all the compliance and strategic considerations that go into estate planning with IRAs? This engaging legal guide will give you all the tools you need to transfer IRAs effectively and tax-efficiently. Clarify IRA rollover and minimum distribution rules to help your clients maximize the benefit of inherited IRAs. Get practical solutions to new and common problems and learn why and how to draft an IRA trust. Order today!
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ROBERT JEFFREY is principal of Jeffrey & Company, a full-service accounting firm in Wayne, New Jersey, where he has extensive experience in both public accounting and private industry. Upon graduation from college, Mr. Jeffrey went to work for Deloitte Touche and spent six years auditing large and small publicly owned companies. After six years, he joined one of his clients, a Fortune 200 Company that manufactured pulp, paper and packaging material (corrugated containers and paper and plastic bags), and building materials, and rose to the position of corporate controller of that company. After 15 years with the paper company, Mr. Jeffrey set off on his own, syndicating real estate tax shelters. When changes in the tax law caused a severe depression in the real estate industry, he joined a medium sized national manufacturer as chief financial officer. Six years later, that company was sold and Mr. Jeffrey organized Jeffrey & Company, a public accounting firm that provides services to businesses and individuals, including corporate and personal income taxes, forensic accounting, and the auditing of small and medium sized businesses. He is licensed to practice in both New Jersey and New York state and holds memberships in many professional organizations. At one time, Mr. Jeffrey was a trustee of the New Jersey Society of CPA's; he was also president of the Passaic County Chapter of the Society of CPA'S, and he continues to be a member of the Board of Directors of that chapter. He also has extensive experience in teaching. Mr. Jeffrey was an adjunct professor of taxation for 15 years at William Paterson University, and he regularly lectures on taxes at seminars for other accountants.
LOUIS A. SILVERMAN has been practicing law in Arizona since 1981. From 1981 through 2005, Mr. Silverman’s practice included many aspects of litigation, including family law, civil litigation, and personal injury and wrongful death. In addition, he included estate planning and estate administration. Mr. Silverman has narrowed his practice focus, to estate planning, estate administration, and probate law. He accomplished this transition through affiliations with professional estate planning associations, ongoing continuing education, and accepting only estate planning and estate administration matters. In 2015, Mr. Silverman became board-certified in estate and trust law by the State Bar of Arizona. His practice emphasizes estate planning, which includes wills and trusts and other estate planning devices, and trust administration and probate, which includes death probate, guardianship, and conservatorship. Mr. Silverman has served as judge pro tem on the Maricopa County Superior Court. He is a member of WealthCounsel and is a past member of the Elder Law, Mental Health and Special Needs Planning Section of the State Bar of Arizona. Mr. Silverman is on the board of trustees of Southwest College of Naturopathic Medicine and past president of the Board of Directors of Tempe Leadership. He is a frequent speaker on National Business Institute’s educational panels and also lectures to local groups on estate planning issues. Mr. Silverman earned his B.S. degree in business from Arizona State University and his J.D. degree from South Texas College of Law in Houston. He is admitted to practice in the state courts of Arizona and Texas, the U.S. District Court for Arizona, and the Western District of Texas.
STEPHANIE F. TRIBE is an attorney with Fennemore Craig, P.C. Ms. Tribe practices primarily in the areas of estate planning, taxation, and tax-exempt organizations. She works with clients to prepare comprehensive estate plans, including drafting wills, trusts (revocable and irrevocable), powers of attorney, health care directives, and related documents. Ms. Tribe also assists clients to reach their more complex estate and gift tax planning goals through the formation of LLCs, qualified residence trusts, irrevocable life insurance trusts, and similar entities. Ms. Tribe is a member of the State Bar of Arizona, the J. Reuben Clark Law Society and the East Valley Estate Planning Council. She received her B.A. degree from Brigham Young University and her J.D. degree, with honors, from the University of Utah, S.J. Quinney College of Law.