Return to the Main Table of Contents

The outline will expand or collapse by clicking on any text that is not underlined - You Should Also Look At  Taxpayer Advocacy  If there are Taxes Involved
 

Bankruptcy

  1. Fact Finders For Planning

  2. Bankruptcy Articles

  3. Bankruptcy Think Twice (Word)

  4. Bankruptcy Think Twice (Browser format)

  5. Adviser's Only

    1. Bankruptcy Update

    2. Retainer Request

    3. Installment Agreement Engagement letter

    4. Requesting IRS to Close an OIC

    5. Bankruptcy Tax Bulletin 01 9-1-2000

    6. Bankruptcy Code BIG Changes

  6. Bankruptcy ~ Pre-petition Planning

  7. Bankruptcy ~ Planning For the Initial Attorney Conference

  8. Bankruptcy - State's waiver of its sovereign immunity - Advice to Adviser

  9. Bankruptcy Forms and Related Documents

  10. Basis

    1. Adjusted Basis

    2. Basis - Acquired by Gifts

    3. Basis - Recvd by Inheritance 2

    4. Basis - Acquired by Inheritance

    5. Basis Acquired By Reacquisition

  11. Capital Gains

    1. Address Change

    2. Basis - Acquired by Gifts

    3. Basis - Recvd by Inheritance 2

    4. Basis - Acquired by Inheritance

    5. Basis Acquired By Reacquisition

    6. Capital Gains (Changes in 1997-1998)

    7. Capital Gains

    8. Capital Gains - Introduction

    9. Capital Gains - Real Property

    10. IRS Challenge - Real Estate

    11. Like Kind Exchange - aka §1031 Exchange

    12. Like Kind Exchange - aka §1031 Exchange

    13. Like Kind Exchange - aka §1031 Exchange

    14. Like Kind Exchange - aka §1031 Exchange

    15. Like Kind Exchange aka §1031 Exchange

    16. Proof of Cost

    17. Real Estate Binders

    18. Real Estate Closings - Exception to 1099-S

    19. Real Estate Sale Reporting - 1099S

    20. Residence Sales - Basis

    21. Residence Sale - Introduction

    22. Residence - Sale, Plain English

    23. Sales - Business Property

    24. Sales - How Much Is Taxable?

    25. Sales Organizer

    26. Sales - Installment Sales Organizer

    27. Sales - Property Given To You

    28. Sales - Residence Sale Organizer

    29. Sales - Residence IRS Pub 523

    30. Sales - Like Kind Exchange

    31. Sales - Transferred Asset Organizer

  12. Client Kit

    1. Bankruptcy Information Sheet

    2. Important Information - Bankruptcy

    3. Important Information - Bankruptcy (Word)

  13. Ch 7 vs. Ch 13 Bankruptcy

  14. Please Reply To The Longboat Key Office

  15. Dates Important For Bankruptcy

    1. Dates Important in Bankruptcy

    2. Time Table In Bankruptcy

    3. Bankruptcy Tax Crucial Dates

  16. Debt and Debt Management

    1. Debt Table of Contents

    2. Loaning Money Lesson

    3. Loans - SAMPLE Documents

    4. Money You Loan To Your Corporation

    5. Mortgage Interest

    6. Mortgage Management

    7. Paydex and D&B Ratings

    8. Promissory Note with Security Agreement Organizer

    9. Promissory Note with Security Agreement

    10. Security Agreement Organizer

    11. Security Agreement

    12. Specific Guaranty Agreement Checklist

    13. Documents/Debt/promissory_note.DOC

    14. Promissory Note with Security Agreement Organizer

    15. Promissory Note with Security Agreement

    16.  

  17. Forms used by CPA and Atty)

    1. Bankruptcy - Typical Forms

    2. Bankruptcy Forms and Related Documents

    3. Resolution of board of directors to authorize filing of bankruptcy petition

    4. Bankruptcy Application to pay filing fee in installments

    5. Bankruptcy Claim Form #10

    6. Bankruptcy 20 Largest Unsecured Creditors B4

    7. Bankruptcy Debtor Statement of Intention Form #8

    8. Bankruptcy Declaration B8

    9. Bankruptcy Exhibit A

    10. Bankruptcy Debtor Declaration for Schedules

    11. Bankruptcy Stmt of Financial Affairs B7

    12. Bankruptcy Voluntary Petition B1

    13. Bankruptcy Involuntary Petition B5

    14. Bankruptcy Real Property B6A

    15. Bankruptcy Real Property B6A

    16. Bankruptcy Personal Prop B6B

    17. Bankruptcy Personal Prop B6B Continued

    18. Bankruptcy Exempt Property B6C

    19. Bankruptcy B6D Secured Creditors

    20. Bankruptcy Secured Creditors Continued B6D

    21. Bankruptcy Unsecured Creditors-Priority B6E

    22. Bankruptcy Unsecured Creditors-Priority Continued B6E

    23. Bankruptcy Personal Prop B6B Continued

    24. Bankruptcy Unsecured Creditors-NonPriority B6F

    25. Bankruptcy Unsecured Creditors-NonPriority B6F Continued

    26. Bankruptcy Executory Contracts B6G

    27. Bankruptcy CoDebtors B6H

    28. Bankruptcy Debtor's Income B6I

    29. Bankruptcy Debtor's Expenses B6J

    30. Bankruptcy Summary of Schedules B6

    31. Bankruptcy Voluntary Petition Form1

  18. Offer In Compromise - Taxes

    1. OIC Booklet cover letter

    2. OIC Booklet

    3. Notice and Explanation of OIC Being Submitted

  19. Records

    1. For A More Complete Listing See Records

    2. Records Retention - Disaster Mitigation

    3. Records - General Discussion (MS Word)

    4. Records Individuals Should Keep

    5. Records for All Money Received

    6. Advice to Advisers ~ Records for Deposits

    7. Records For Business

    8. Records - Troublesome Albeit Crucial

    9. Records Retention

    10. Records Retention

    11. Records Retention - ppt

    12. Records – Rention? (slides in your browser)

    13. Records Retention - Acrobat Reader

    14. Business Startup - Records Required

    15. Travel Deductions Recordkeeping

    16. Tax Records - General Comments

    17. Recordkeeping IRS Publication

    18. Tax Records- Basic

  20. Taxes and Bankruptcy