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Published Work

Articles by Robert E. Ward, JD, LLM:

  • “Planning for the Use of the United States as a Financial Haven: Part One” 45 Tax Management International Journal 677 (November 11, 2016)
  • “U.S. Gift, Estate, and Generation-Skipping Tax Planning for Cross-Border Couples” 45 Tax Management International Journal 45 (June 10, 2016)
  • “Considerations in Relying on CLN as an Alternative to the OVDP and SFOP” 45 Tax Management International Journal 148 (March 11, 2016)
  • “2012 Offshore Voluntary Disclosure Program: Issues and Opportunities” 41 Tax Management International Journal 10 (October 12, 2012)
  • “Americans in Canada: An Amnesty with Broad Appeal” 3 Canadian Tax Focus 2 (August, 2012).
  • “United States Expatriation Tax Reform” Beyond Numbers, November 2008
  • “Tax Relief and Healthcare Act of 2006,” 53 The Practical Lawyer No. 3, June 2007.
  • “An Overview of the Tax Increase Prevention and Reconciliation Act of 2005” The Practical Lawyer, No. 4 (Summer 2006).
  • “American Jobs Creation of 2004” 51 The Practical Lawyer, No. 2 (April, 2005).
  • “Working Families Tax Relief Act of 2004” 51 The Practical Lawyer, No. 1 (February, 2004).
  • “Jobs and Growth Tax Relief Act of 2003” 49 The Practical Lawyer, No. 4 (August, 2003).
  • “Planning Opportunities in the Economic Growth and Tax Relief Reconciliation Act of 2001” 47 The Practical Lawyer, No. 6 (September, 2001).
  • “New Tax Law Offers Relief for Individuals- But Only Temporarily” 67 Practical Tax Strategies, No. 1 (July, 2001).
  • “Common Sense Thoughts on Asset Protection Planning” 5 Journal of Asset Protection Planning, No. 5 (May/June 2000).
  • “What You Should Know About the Taxpayer Relief Act of 1997: Individual, Business, Corporate and Other Provisions” 12 The Practical Tax Lawyer, No. 1 (Fall, 1997).
  • “Advising Clients on the New Tax Legislation” 11 The Practical Tax Lawyer, No. 1 (Fall, 1996).
  • “The Revenue Reconciliation Act of 1993: A New Tax Law and What To Do About It” 8 The Practical Tax Lawyer, No. 1 (Fall, 1993).
  • “Estate Freezing 1991: An Old Problem, A New Statute” 37 The Practical Lawyer, Nos. 3 and 4 (March and April, 1991).
  • “Estate Freezing After an Anti-Freeze Statute” 35 The Practical Lawyer, No. 8 (December, 1989) 36 The Practical Tax Lawyer, No. 1 (January, 1990).
  • “Act Now to Avoid the Tax on Built-in Gain” 3 The Practical Tax Lawyer, No. 1 (Fall, 1988).
  • “Grantor Income Trusts: Planning Pitfalls and Opportunities” 33 The Practical Lawyer, No. 8 (December, 1987).
  • “Memorandum to Client re: Reducing Taxable Estate” 1 The Practical Tax Lawyer, No. 4 (Summer, 1987).
  • “Tax Planning for Individual and Corporate Bankruptcy Filings” 3 Preventive Law Reporter, No. 4 (February, 1985).
  • “Year-End Tax Planning and The Tax Reform Act of 1984” 3 Preventive Law Reporter, No. 2 (October, 1984).
  • “A Memorandum to Clients– What You Should Know About Estate Planning” 3 Preventive Law Reporter, No. 1 (August, 1984).
  • “Tax Planning for Marital Dissolutions” 2 Preventive Law Reporter, Nos. 4, 5, 6 (February, April, June, 1984).
  • “Private Letter Rulings Extend 1981 Tax Act Marital Deduction Reforms to Pre-1981 Wills and Allow New Flexibility for QTIP Elections” 20 In Brief, No. 3 (Winter, 1983).
  • “Internal Revenue Service Withdraws Debt-Equity Regulations” 2 Washington Business Law Reporter, No. 1 (November-December, 1983).
  • “Recent Court Decisions End 35 Years of Uncertainty on Tax Gains” 1 Washington Property Law Reporter, No. 4 (June-July, 1983).
  • “Pre-Incorporation Tax Planning” 1 Washington Business Law Reporter, No. 3 (March-April, 1983).
  • “Tax Reform Round Two: Tax Equity and Fiscal Responsibility Act of 1982” 36 Washington State Bar News, No. 11 (November, 1982).
  • “Group Term Life Insurance as a Benefit for Law Office Personnel” 36 Washington State Bar News, No. 6 (June, 1982).
  • “Economic Recovery Tax Act of 1981” 25 The Advocate, No. 4 (May, 1982).
  • “Economic Recovery Tax Act of 1981: A Digest of Some of its Provisions” 35 Washington State Bar News, No. 10 (October, 1981).

Articles by Richard S. Chisholm, JD, CPA:

  • “What You Should Know About the Taxpayer Relief Act of 1997: Individual, Business, Corporate and Other Provisions” 12 The Practical Tax Lawyer, No. 1 (Fall, 1997).
  • “Advising Clients on the New Tax Legislation” 11 The Practical Tax Lawyer, No. 1 (Fall, 1996).