RESOURCES

Selected Presentations & Publications


Update on USA v. Johnson
ACTEC Estate and Gift Tax Committee in San Antonio, Texas

3/8/2018, David E. Sloan


Using Retirement Benefits for Charitable Contributions and Bequests
Estate Planning Section of the Utah State Bar Salt Lake City, Utah

3/17/2017, David E. Sloan


When the Government Actually Wants to Collect the Tax. Yikes – Highlights of U.S.A. v. Johnson
ACTEC Estate and Gift Tax Committee Scottsdale, Arizona

3/9/2017, David E. Sloan


Presentation of revised proposed Official Report on IRC Section 6166A Rules
ACTEC Transfer Tax Study Committee Scottsdale, Arizona

3/9/2017, David E. Sloan


Estate Planning in the Age of Portability
Article in the Van Cott Magazine, Issue 2, 2013, The Mechanics of Wealth Management

6/14/2013, David E. Sloan


Portability and Clawbacks — Tale of Two Code Sections
Salt Lake Estate Planning Council, Salt Lake City, Utah

5/16/2012, David E. Sloan


The Current State of the Estate Tax
Estate Planning Section of the Utah State Bar, Salt Lake City, Utah

5/13/2008, David E. Sloan


Estate Planning in Light of the 2001 Tax Act and Potential Estate Tax Repeal
Salt Lake Estate Planning Council, Salt Lake City, Utah

1/19/2005, David E. Sloan


Sharing Our Knowledge


We are often invited to prepare written materials for presentations on subjects in which we have expertise. We have provided links to some of these materials and hope that you find them useful.


Resources | Sloan&Sloan