Robert Madden Authors Fourth Edition of Tax Planning Book
Blank Rome LLP is pleased to announce that Robert E. Madden has authored the Fourth Edition of Tax Planning for Highly Compensated Individuals, published by Thomson Reuters. The book, updated with thorough analysis of new regulations, legislation, and case law, provides an in-depth examination of the tax, compensation, and estate planning strategies most effective for executives and other highly compensated individuals.
“Recent legal and regulatory shifts—from the Supreme Court’s Windsor decision granting massive planning opportunities to same-sex couples, to the 2012 tax law’s impact on the income and estate tax—meant that we needed a new and totally revised edition,” said Mr. Madden. “This version takes into account the many changes in the policy landscape and integrates them into new and improved tax, compensation, and estate planning strategies and techniques.”
Aimed at attorneys, financial planners, estate planners, and accountants, the book offers authoritative insights and guidance on the three principal components of a nuanced tax and estate plan: tax planning, compensation planning, and estate planning. Topics range from charitable gifts and planned giving, to qualified retirement plans and taxation of life insurance plans, to wealth transfers and powers of appointment, among others. Highlights include expanded discussions of the American Taxpayer Relief Act of 2012, a lengthy analysis of conservation easements and many decided cases in this area, and an expanded investigation into intentionally defective grantor trusts. Readers will come away better equipped to understand their clients’ financial assets and develop an effective strategy for reducing their tax burden and safeguarding their accumulated wealth and estate.
Mr. Madden focuses his practice in the areas of federal taxation, estate planning, probate, and general business planning. He also provides counsel in executive compensation planning for corporate employers, and general tax advice to both individuals and corporations, including representation of clients before the Internal Revenue Service. Mr. Madden is particularly well regarded for his knowledge of estate planning and administration of high-end trusts and estates. He authored the third edition of Tax Planning for Highly Compensated Individuals (Warren, Gorham & Lamont, 3d. Ed. 1996) and currently co-authors a bi-monthly column detailing recent developments in estate planning for Estate Planning Magazine. Mr. Madden has been named one of the top Washington, D.C., Estate and Probate Lawyers by Washingtonian Magazine. He is also a member of the American College of Trust and Estate Counsel.