Elder Issues

Alzheimer's Predicted by Brain Scan	06/20/2005
Annual Exclusion Trust	01/30/2005
By (Cr Shelter) Trusts Can Be A Disaster	02/03/2005	By (Cr Shelter) Trusts Can Be A Disaster
Bypass (Credit Shelter) Trusts Can Be A Disaster	02/26/2007
Employee Business Deductions	02/26/2007
Family LP - What They Are	02/26/2007
Family LP Table Of Contents	03/05/2007	Family Ltd Partnership - transfers of partnership interests MUST be a "Present Gift" or the transfer simply will be ignored for estate tax purposes.
Funding - Inappropriate Assets	02/26/2007
Hackl v. Commissioner	02/26/2007
Impact of Estate Tax Repeal - FLP	02/26/2007
Indirect Gifts - Partnerships, Corp, etc.	02/22/2007
irs_documents/Elderly Credit p524.pdf	01/17/2001
irs_documents/Elderly f1114.pdf	01/17/2001
Like-kind Exchange aka §1031 Exchange	02/26/2007
Making Annual Gifts - FLP Interests	02/26/2007
Medicaid Basics	02/23/2009
Medicaid Basics	05/11/2004
Medicaid Basics Title	02/23/2009
Medicaid Trust Introduction	02/23/2009
Medical Savings Accounts	02/26/2007
Miller Trust Sample	02/23/2009	Sample Only - DO NOT USE THIS TRUST AGREEMENT
Social Security Allowed Income	02/26/2007
Social Security Taxable Portion	05/10/2004
Social Security Taxable Tech Introduction	05/10/2004
Succession Planning For Personal Assets	02/26/2007
Succession Planning For Personal Assets	02/26/2007	This seminar includes discussion on succession planning for personal assets, methods to hold title to assets and accounts, asset protection, and probate.
Taxable Social Security	02/26/2007
Taxable Social Security	05/11/2004
Telephone Tax Credit	10/07/2006
Unifrom Prudent Investor Act	03/05/2007

Retirement and Retirement Plans

All about RMDs	05/07/2004
Calculating Your RMD	05/07/2004
Other Rules on Minimum Distributions	05/07/2004
2001 Tax Act - Grassley-Baucus Tax Relief Act	05/14/2001
Bank Listing	02/21/2007
Business Entity Comparison Chart	03/04/2007
By (Cr Shelter) Trusts Can Be A Disaster	02/03/2005	By (Cr Shelter) Trusts Can Be A Disaster
Bypass (Credit Shelter) Trusts Can Be A Disaster	02/26/2007
Car Expenses - What Does IRS Require for Proof	02/26/2007
College Tuition 529 Plans	03/04/2007
Comments - IRS Notice 2001-10 Split Dollar Insurance	10/13/2002
Comprehensive Retirement Security and Pension Reform Act of 2001 - 10	02/21/2007
Comprehensive Retirement Security and Pension Reform Act of 2001 - 2	02/21/2007
Comprehensive Retirement Security and Pension Reform Act of 2001 - 3	02/21/2007
Comprehensive Retirement Security and Pension Reform Act of 2001 - 4	02/21/2007
Comprehensive Retirement Security and Pension Reform Act of 2001 - 5	02/21/2007
Comprehensive Retirement Security and Pension Reform Act of 2001 - 6	02/21/2007
Comprehensive Retirement Security and Pension Reform Act of 2001 - 7	02/22/2007
Comprehensive Retirement Security and Pension Reform Act of 2001 - 8	02/22/2007
Comprehensive Retirement Security and Pension Reform Act of 2001 - 9	02/21/2007
Contents - General Business	03/05/2007
CRT Compliance - Deadline	02/26/2007
Divorce ~ QDRO Retirement Plans	03/04/2007
Does IRS Target Business Types	03/05/2007
Employee Leave - FMLA	03/04/2007
Employer Sponsored Retirement Plans Summary	02/22/2007
Entity Business Type Choices	03/04/2007
Estate Planning Example Case	06/06/2004
Estates - Income in Respect of Decedent	02/26/2007
Excess Contributions – Client Kit (browser)	05/07/2004
Excess IRA Contributions	02/22/2007
Fact Finders For Planning	03/05/2007
Family LP - What They Are	02/26/2007
Family LP Table Of Contents	03/05/2007	Family Ltd Partnership - transfers of partnership interests MUST be a "Present Gift" or the transfer simply will be ignored for estate tax purposes.
Fast Facts For Taxes	02/22/2007
Homestead - Essentials for Protection	02/26/2007
Income Tax-Free Earnings and Retirement Draw	03/05/2007
IRA & Annuity Preservation - Technical Documentation	02/26/2007
IRA & Annuity Preservation - Technical Documentation	02/26/2007
IRA & Annuity Preservation - Technical Documentation	01/08/2005
IRA - New Distribution Rules	02/26/2007
IRA - the Payroll Deduction IRA	10/06/2006
IRA - Transfer to VanKampen Merit	09/20/2000
IRA - Who may have one?	02/26/2007
IRA and Annuity Distributions - Regulation §1.401(a)(9)-1	05/07/2004
IRA Contributions and the 2001 Tax Act	03/04/2007
IRA Life Expectancy Tables	05/07/2004
IRA Losses	02/26/2007
IRA Minimum Distributions - Finding the Divisor	02/26/2007
IRA MRD Penalty Computation	05/07/2004
IRA Preservation - Published in the Internal Revenue Bulletin Jan 2001 §1.401(a)(9)	03/13/2002
IRA Preservation and Planning	03/04/2007
IRA Preservation Chart	02/22/2007
IRA Preservation Fact Finder	01/26/2002
IRA Pub from IRS	09/20/2000
IRA Quick Reference Chart	05/07/2004
IRA Record Sheet	05/07/2004
IRA Required Minimum Distributions	02/26/2007
IRA Worksheet For Those on Social Security	05/07/2004
IRD Distribution The Choice Is Yours	05/07/2004
IRS - Who may have one?	03/04/2007
IRS Summons !	02/26/2007
IRS Summons ~ Enforcement !	02/26/2007
Is my Social Security Taxable	03/04/2007
Like Kind Exchange aka §1031 Exchange	01/27/2005	Like Kind Exchange aka §1031 Exchange; PDF File of Executive Summary and Fact Gathering Sheet
Medicaid Basics	05/11/2004
Medicaid Trust Introduction	02/23/2009
Miller Trust Sample	02/23/2009	Sample Only - DO NOT USE THIS TRUST AGREEMENT
Paydex and D&B Ratings	02/26/2007
Preferred Business Entity Structures - an Introduction	03/04/2007
Privacy - Ethics - Email	05/11/2004
Records Retention	02/26/2007
Records Retention	02/26/2007
Records Retention - Disaster Mitigation	11/17/2002
Records – How Long Should They Be Retained?	02/22/2007
Records – How Long Should They Be Retained?	05/11/2004
Records – How Long Should They Be Retained?	02/22/2007
Replica Of IRS Summons	05/10/2004
Reporting Securities Sales	03/05/2007
Retirement & "QDRO"	02/22/2007
Retirement and Retirement Plans Category	03/05/2007
Retirement and Retirement Plans Category	03/05/2007
Retirement Income - 1099R	02/22/2007
Retirement Plan Guide 2001 (pdf)	12/10/2001
Retirement Plan Guide 2002	01/06/2002
Retirement Plan Limits	12/28/2007
Retirement Plans	05/07/2004
Retirement Plans - 401K Plan	03/04/2007
Retirement Plans - Summary of Characteristics	02/22/2007
Retirement Plans - The SEP & SS Integration	02/22/2007
Retirement Plans Table 1	05/07/2004
Retirement Plans Table 2	05/07/2004
Retirement Plans Table 3	05/07/2004
Retirement Savers Credit	03/04/2007
Roth and IRA Notice	02/22/2007
Roth and Required Distributions	02/22/2007
Roth and the Four Year Spread	02/22/2007
Roth and the Income Limits	02/22/2007
Roth Designated Accounts	10/06/2006
Roth Do You Qualify Summary	02/22/2007
Roth IRA	05/07/2004
Roth IRA - Client Letter	02/26/2007
Roth IRA - Conversions	02/22/2007
Roth IRA - Nine Reasons it is the choice	03/05/2007
Roth IRA Guidance	02/22/2007
ROTH IRA NEWS	05/07/2004
Roth IRA Summary	02/22/2007
Roth vs Other IRA's	02/22/2007
Sailing Category	03/05/2007
Savers Credit part 2	02/26/2007
Savings - Uncle Sam Pays It For You	01/31/2005
Securities Sales - IRS Required Reporting	03/05/2007
Self-employed Retirement Plans	02/22/2007
SEP	02/22/2007
SEP - IRS Exam Guidebook	02/22/2007
SEP Funding and Establishment	02/24/2007
SEP IRA Basics	02/26/2007
Simplified Employee Pension	03/04/2007
Social Security Taxable Portion	05/10/2004
Social Security Taxable Tech Introduction	05/10/2004
Succession Planning For Personal Assets	02/26/2007
Succession Planning For Personal Assets	02/26/2007	This seminar includes discussion on succession planning for personal assets, methods to hold title to assets and accounts, asset protection, and probate.
Tax Act 2001 Retirement Plan Contributions	02/26/2007
Tax Rate Tables Year 2000 (BEFORE Tax Act)	05/10/2004
Taxable Social Security	05/11/2004
Taxable Social Security	02/26/2007
To Roth or Not to Roth	02/22/2007
Traditional IRA Summary	02/22/2007
Trusts - Abusive - Be Careful	03/05/2007
Trusts - Abusive Trust Promotions	02/26/2007
Unexpected Retirement	02/22/2007
Unifrom Prudent Investor Act	03/05/2007
Your IRA - Required Distributions	02/26/2007

WARNINGS ABOUT THIS SITE'S CONTENT Bob Parrish CPA, P.C.