Chapter 16 What Part 3 Does Not Calculate — and Where to Go Next

The question After reading the Assets & Estate screens, what should we still check, and with whom?

The answer The screens name what they leave out instead of filling it in. Gather those lists in one place: state taxes, generation-skipping tax, deduction eligibility, asset values and basis you entered, foreign taxes and treaty relief, the portability election, gift splitting and filing requirements, and anything about status. Then take that list — with your saved report — to the right professional in each country.

16.0 In one line What the screen leaves out is a to-do list, not a footnote.

The full chapter is in the book. The web shows only each chapter's question, answer and one-line summary.