Art of the Estate Planning

Winner of the "Outstanding Course Materials
Award 2010 – 2011"

by CalCPA Education Foundation


Art of the Estate Tax Return,
Second Edition and Supplements

Available as PDF or Printed Hardcover.


Bloomberg BNA


"The rare reference manual that you’ll actually want to read from cover to cover ... don’t dare file another estate tax return until you read this book."

-Stephan R. Leimberg, Esq.; CEO of Leimberg and Le Clair, Inc. and publisher of Leimberg Information Services®, Inc.



Art of the Estate Tax Return

Now Available!

The Second Edition of Estate Planning At The Movies®
–– Art of the Estate Tax Return
is here!

Estate Planning At The Movies® –– Art of the Estate Tax Return is the practitioner’s most comprehensive guide to the estate tax return. Art of the Estate Tax Return unsnares the traps and explores the nuances of law and procedure that enter into the preparation and defense of Form 706. Packed with comprehensive explanations and analysis from Keith Schiller and fully illustrated estate tax returns, Art of the Estate Tax Return will secure tax savings and enhance your practice.

This 900+ page Second Edition is fully up-to-date to consider the latest events in estate and gift taxation and to include corresponding practical guidance. Here’s a glimpse at key topics:

  • Planning tips for molding a client’s estate plan during life to benefit the estate tax outcome
  • 78+ pages of in-depth discussion of portability elections, including:
    • How to correctly prepare returns for portability elections
    • Simplified vs. traditional reporting
    • Identify un resolved issues with portability elections
    • Balancing income tax savings with estate tax planning
    • Identify when portability elections are appropriate for the client
  • Impact of a variety of gifting techniques on the estate tax return
  • Navigate unduly tricky requirements for protective refund claims
  • Effective GST tax election reporting
  • Avoid audits or achieve the best results in audit
  • Insight from over one dozen leading national practitioners
  • Each schedule of the estate tax return is explicated and examined to help you prepare effective and accurate returns.
  • Three illustrated estate tax returns for deaths in 2013, including a portability-elected estate


Meet the Author Keith Schiller

Keith SchillerKeith Schiller is a nationally known attorney, award-winning author, and lecturer whose advice is sought by other practitioners to aid their clients with estate tax return preparation and defense. The author of more than three dozen published articles and 10 course texts for continuing professional education, Keith has co-taught estate tax return preparation and audit defense with IRS estate tax attorneys, appeals officers and managers since 1997. Learn More

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