Business Contents

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Businesspersons - General

1. Tax and Other News Headlines

2. TAX ORGANIZERS

3. Fact Finders For Planning

4. News Briefings

   1. 2006

      1. Telephone Tax Credit

      2. W2 Compliance 2005 and Later

   2. Before 2006

      1. 2003 Tax Law Briefing

5. IRS Forms & Publications

6. Tax Act 2001 MFS

7. State Tax Categories

8. 7 Must Do's

   • Quality control

   • Production control

   • Sales/Marketing

   • Human resources

   • Risk control

   • Cost/Tax killers/Checkbook

   • Reserved

   • Business plans

9. Accounting

   1. Accounting Consulting

   2. Accounting - Petty Cash Procedures

   3. How To Lose Your Tax Deductions

10. Activity Based Costing (ABC)

    • ABC Introduction

11. Activity Based Taxplanning (ABT)

12. Accountable Plans

    1. Fact Finders For Planning

    2. Accountable plan

    3. Accountable Plans

    4. The Accountable Plan

    5. Accountable Plan Emp Manual

    6. Weekly Travel & Entertainment Report

    7. Reserved

13. Accounting Methods

    1. Accounting Consulting

    2. Introduction

    3. Accounting - Forms

    4. Accounting Methods - Tax Law

    5. Accrual

    6. Cash Methods

       1. Cash

       2. May I Use the Cash Method of Accounting?

       3. Cash Qualified Corporations

       4. Cash Basis Tax Filing - Qualifications For

       5. Accounting - Cash Method

       6. Cash Method - Who Can Use It?

    7. Contributions - GAAP

    8. Hybrid

    9. Installment Sales for Dealers

    10. Occupations

    11. Records For Business

    12. Small Taxpayers - Cash Methods, Etc. Rev Proc 2001-10

    13. Special Transactions

    14. Startups - Tax Year Choices & Rules

14. Arbitration Developments

15. Bad debts

16. Bankruptcy

    1. Bankruptcy Category Contents

    2. Bankruptcy Forms and Related Documents

    3. Adviser's Kit

       1. Dates Important in Bankruptcy

       2. Time Table In Bankruptcy

    4. Chapter 7 vs. Chapter 13

       1. Chapter 7 vs. Chapter 13 Word

       2. Ch 7 vs. Ch 13 Bankruptcy

    5. Debtor's Kit

       1. Bankruptcy Filing - Corp Resolution (Word)

       2. Dates Important in Bankruptcy

       3. Important Information

          1. Ch 7 vs. Ch 13 Bankruptcy

          2. Important Information - Bankruptcy (Word)

          3. Important Information - Bankruptcy

          4. Time Table In Bankruptcy

       4. Gathering Info and Documents for Legal Counsel

          1. Bankruptcy Information Sheet

    6. Forms

       1. Application to pay filing fee in installments

       2. Claim Form #10

       3. 20 Largest Unsecured Creditors B4

       4. Debtor Statement of Intention Form #8

       5. Declaration B8

       6. Exhibit A

       7. Debtor Declaration for Schedules

       8. Stmt of Financial Affairs B7

       9. Voluntary Petition B1

       10. Involuntary Petition B5

       11. Real Property B6A

       12. Personal Prop B6B

       13. Personal Prop B6B Continued

       14. Exempt Property B6C

       15. B6D Secured Creditors

       16. Secured Creditors Continued B6D

       17. Unsecured Creditors-Priority B6E

       18. Unsecured Creditors-Priority Continued B6E

       19. Personal Prop B6B Continued

       20. Unsecured Creditors-NonPriority B6F

       21. Unsecured Creditors-NonPriority B6F Continued

       22. Executory Contracts B6G

       23. CoDebtors B6H

       24. Debtor's Income B6I

       25. Debtor's Expenses B6J

       26. Summary of Schedules B6

       27. Voluntary Petition Form1

    7. Important Information

    8. IRS Challenges

       1. Methods Used By IRS For A Tax Attack

       2. IRS Problems Categories Page

       3. IRS Problems Contents

    9. Newsetters

       1. ept 1 2000

       2. Bankruptcy Code BIG Changes

       3. Bankruptcy - Typical Forms

       4. Bankruptcy Update 

       5. Testing

    10. Taxpayers

        1. Bankruptcy and Income Tax

        2. Bankruptcy - Typical Forms

    11. Tax Letter 9/2000

    12. Pre-petition Planning

    13. Planning For the Initial Attorney Conference

    14. Pre-petition Planning

    15. Taxes and Bankruptcy

    16. Tax Bulletin 01 9-1-2000

    17. Tax Crucial Dates

    18. Cash Flow Worksheet

    19. Debt - Reduction Techniques

    20. Debt - Your FICO Score and Credit Rating

    21. Family Monthly Budget

    22. Bankruptcy ~ Pre-petition Planning

    23.  

17. Basis

    1. See Also "Capital Gains"

    2. Adjusted Basis

    3. Property - Proof of Cost

    4. Property Basis - Acquired by Gifts

    5. Property Sales - Property Given To You

    6. Property Basis - Recvd by Inheritance 2

    7. Property Basis - Acquired by Inheritance

    8. Property Basis Acquired By Reacquisition

    9. Sale of Prop - Gain or Loss

    10. Stepped Up Tax Basis (Inherited Property)

    11.  

18. Benefits

    1. Employee Benefits - Frequent Questions

    2. Moving Expenses - Employer Issues from IRS

19. Budget

    1. Fact Finders For Planning

    2. Cash Flow For 12 months

    3. Cash Flow Category Analysis

    4. Cash Flow with month planner

    5. Family Monthly Cash Needs

    6. Business Cash Flow Budget

    7. Business Cash Flow Sensitivity

20. Business Plans

    1. Fact Finders For Planning

    2. Business Plan Outline

21. Cafeteria Plans

    1. Client Letter

    2. Med Reimbursement Plan & Cafeteria Plan

    3. Medical Reimbursement Plan - Short Form

    4. Flex Plans - client letter

22. Calendar for Corporate Federal Deadlines

23. Cancellation of debt

    1. Cancellation of Debt

24. Capital Gains

    1. Also refer to "Basis"

    2. Address Change

    3. Basis - Acquired by Gifts

    4. Basis - Recvd by Inheritance 2

    5. Basis - Acquired by Inheritance

    6. Basis Acquired By Reacquisition

    7. Capital Gains (Changes in 1997-1998)

    8. Capital Gains

    9. Capital Gains - Introduction

    10. Capital Gains - Real Property

    11. IRS Challenge - Real Estate

    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. Like Kind Exchange aka §1031 Exchange

    17. Proof of Cost

    18. Real Estate Binders

    19. Real Estate Closings - Exception to 1099-S

    20. Real Estate Sale Reporting - 1099S

    21. Residence Sales - Basis

    22. Residence Sale - Introduction

    23. Residence - Sale, Plain English

    24. Sales - Business Property

    25. Sales - How Much Is Taxable?

    26. Sales Organizer

    27. Sales - Installment Sales Organizer

    28. Sales - Property Given To You

    29. Sales - Residence Sale Organizer

    30. Sales - Residence IRS Pub 523

    31. Sales - Like Kind Exchange

    32. Sales - Transferred Asset Organizer

    33. Capital Gains - Introduction

    34. Capital Gains - Real Property

    35. Like Kind Exchange aka §1031 Exchange

25. Car Expenses

    1. Intro

    2. * Important Requirements

    3. Accountable Plans

       1. Accountable Plan Intro

       2. Accountable Plans

       3. Accountable Plan Emp Manual

       4. The Accountable Plan

    4. Car Expenses - What Does IRS Require for Proof

    5. Car Expenses - Sampling

    6. Car Expenses

    7. Cars for Employees

    8. Financial Risks of Disallowed Tax Deductions

    9. Business car, travel, meal and entertainment

    10. Reserved

    11. Defenses

    12. Defenses - IRS Interpretation

    13. Buyer Guide

    14. Car Expenses

    15. Car Expense Form

    16. Car Exp MORE Warnings

    17. Daily car Log

    18. Exceptions to limits

    19. Expense and Miles Log

    20. Expense and Miles - IRS Style

    21. Expense Form

    22. Expense Sheet Summary

    23. Organizing

    24. Entertainment

    25. Records - Troublesome Albeit Crucial

    26. Reimbursing Employees

    27. Sales Tax Deduction

    28. SUV Deduction Limits

    29. Temporary Locations

    30. Travel Business with Personal

    31. Travel Meals Lodging

    32. Travel Temporary job 1

    33. Travel Temp Assignment 2

    34. Travel Temp & Multi Office

    35. Weekly Travel Expense

    36. Weekly Travel Expense on Excel(c)

26. Cash Basis Tax Filing - Qualifications For

27. Cash accounting - Cash Method

28. Cash - accounting - Cash Method Qualified Personal Service Corporations

29. Cash Methods, Etc. Rev Proc 2001-10

30. Cash Management (Profits)

    1. Checkbooks Managing for PROFIT 101

    2. Policy Change - Planning Checklist

31. Casualty or theft losses

    1. Casualty Losses Summary

    2. Casualty Losses Fact Gathering Sheet (pdf)

    3. Casualties & Thefts

    4. 4684 Casualty Loss Form

    5. Casualty or Theft Losses

32. Charity and donations

    1. Donating Inventory

    2. See the Trust Section for CRT's

33. Checkbooks on Excel

    1. Checkbook for small business

    2. Combination Deposits and Checks Journal (c)

    3. Simple Combination Journal

34. Children - Hired By Parents

35. Contracts

    1. What is A Contract or Agreement?

    2. reserved

36. Debt

    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

37. Deductions and Write-off's

    1. Fact Finders For Planning

    2. Deductions and Write-off's

    3. How To Lose Your Tax Deductions

    4. Tax Deductions - Protect Them

    5. Methods Used By IRS For A Tax Attack

38. Deposits of Money

    1. Fact Finders For Planning

    2. Records for All Money Received

    3. Advice to Advisers ~ Records for Deposits

39. Depreciation

    1. cars and trucks excluded from depreciation limits

    2. Depreciation Notes

    3. Depreciation and Section 179

    4. Depreciable Property

40. Employer Plans

    1. The Accountable Plan

    2. Employee Benefits - Frequent Questions

41. Employment Agreements

    1. Fact Finders For Planning

    2. Employment Contract Notes

    3. Unemployment Tax - Texas Hearings Rule PDF

42. Employment

    1. Employee Business Deductions

43. Entity Choices

    1. Fact Finders For Planning

    2. Business Entity Choices

    3. Business Entity Comparison Chart

    4. Business Entity - Tabular Comparison of Choices

    5. Entity Types an Introduction

    6. Startup - Entity Choices

    7. Entity Business Type Choices

    8. Business Form Frequently Asked Questions

    9. Entity forms compared

    10. Preferred Business Entity Structures - an Introduction

    11. Basic Comparison of the C and the S Corporation (Browser)

    12. Basic Comparison of the C and the S Corporation (PowerPoint)

    13. Corporations (PowerPoint)

    14. Corporations (Browser)

44. Estimated Tax

    1. Estimated Income Tax Category

    2. Apply Overdeposited Income Tax To Payroll Tax

    3. Payroll – 941 Taxes

    4. Estimated Tax Revisions During The Year

45. Expenses ~ Tax killers

    1. Fact Finders For Planning

    2. Business Expenses - Bad Debts

    3. Bad Debts

    4. Car Expenses - Temporary Locations (multiple)

    5. Car - Business Use Defense

    6. Car Defense of Deductions - IRS Interpretation

    7. Car Expenses - More Warnings

    8. Car Expense

    9. Car Expense Form

    10. Car Expenses for Business

    11. Car - law requirements for recordkeeping

    12. Car - law requirements

    13. cars and trucks excluded from depreciation limits

    14. How To Lose Your Tax Deductions

    15. Family Employed by Self-employed

    16. Self-employed health insurance

    17. Business Expenses ~ Insurance

    18. Insurance - Split Dollar

    19. Exp or Depr - Technical Guides

    20. Business Expenses ~ Net Operating Losses

    21. Business Expenses - Payroll

    22. Business Expenses - Rent

    23. Travel and Travel for Companions

    24. Travel - Business & Personal Combined

    25. Travel For Business Reasons

    26. Travel Deductions Recordkeeping

    27. Travel - Entertainment - Gifts

    28. Travel - Business-Employment Meals & Lodging

    29. Travel Reimbursement Form

    30. Tax Deductions List

46. Entity Selection - How should I do Business?

    1. Basics

47. Financial Statements

    1. Analysis

    2. Reading

48. Fringe Benefits

    1. Fact Finders For Planning

    2. Cafeteria Plans

       1. Client Letter

    3. Educational Assistance

       1. Educational Assistance from Employers

    4. Employee Gifts or Awards

    5. Employee Gifts or Awards - Adviser's Kit

    6. Flex Plans - client letter

    7. Medical Reimbursement Plans (MRP)

       1. Long Plan

       2. Reserved

    8. Moving Expenses - Employer Issues from IRS

    9. Reserved

49. Gifts or Awards

50. Gifts or Awards - Adviser's Kit

51. Health Insurance

    1. Fact Finders For Planning

    2. Medical Savings

       1. Medical Savings Accounts

       2. Self-employed Health Insurance

    3. Self-employed Health Insurance

    4. Client Letter

    5. Med Reimbursement Plan & Cafeteria Plan

    6. Medical Reimbursement Plan - Short Form

52. Home Office

    1. Home Office

    2. Home Office Deduction

    3. Home Office Expense

    4. Home Office Deductions - Qualifications

    5. Home Office Rules

    6. Home Office - Tax Computations

53. Independent Contractor or Employee?

    1. Introduction

    2. Backup Withholding Rate Change

    3. Independent contractors

       1. Ind Contr Tax Definition

       2. Independent Contractor

       3. Independent Contractor or Employee ? An Introduction

       4. Independent Contractor or Employee?

       5. Ind Contr Resvd

    4. Independent Contractor v Employee - Costs to Payer

    5. Independent Contr?

    6. Independent Contractor General - Agreement (MS Word)

    7. Independent Contractor - General Agreement (PDF)

    8. Tax ID Number Application

    9. Request for Tax ID

    10. App for USA Tax Nbr

54. Installment Sales

    1. 1040 Installment Sale Organizer

    2. Property Sales - Installment Sales Organizer

    3. Installment Sales Introduction

    4. Installment Sales for Dealers

55. Insurance

    1. Fact Finders For Planning

    2. Insurance - Split Dollar

56. Inventory

    1. Business Inventory (For Resale)

57. IRS Challenges

    1. Methods Used By IRS For A Tax Attack

58. Leases - Equipment

59. Leave or Absence

    1. Employee Leave - FMLA

60. Reserved

61. Loans:

    1. From You To The Corp

       1. Money You Loan To Your Corporation

    2. From the business to third party

       1. Loaning Money Lesson

62. Medical Reimbursement Plans (MRP)

    1. Fact Finders For Planning

    2. Long Plan

    3. Client Letter

    4. Med Reimbursement Plan & Cafeteria Plan

    5. Medical Reimbursement Plan - Short Form

    6. Reserved

63. Mgt - cash

    1. Fact Finders For Planning

    2. Checkbooks Managing for PROFIT 101

    3. How To Lose Your Tax Deductions

64. Mgt by Exception

65. Mgt by Objectives

66. Mgt - one minute style

67. Mgt - Policies and Procedures

    1. New - checklist for submission

68. Mileage Rates

69. Moving Expenses

    1. Moving Expenses - Employer Issues from IRS

    2. Moving Expenses

70. Net Operating Losses

71. Paperwork Killers

    1. Paperless Office

72. Payroll

    1. Fact Finders For Planning

    2. Payroll & Taxes Contents

    3. Tax Act 2001 Payroll W-H Tables (pdf)

    4. Tax Act 2001 Payroll W-H Notes

    5. Adviser - Actions and Procedures (Word)

    6. Adviser - Payroll Tax Reports Adviser and Preparer Actions (Browser)

    7. Backup Withholding Rate Change

    8. Employee Census

    9. Employee Gifts and Awards

       1. Employee Gifts or Awards

       2. Employee Gifts or Awards - Adviser's Kit

    10. Family Employed by Self-employed

    11. Forms for Payroll Tax

    12. Forms for Services Performed at Home

    13. Fringe Benefits

        1. Employee Gifts or Awards

        2. Employee Gifts or Awards - Adviser's Kit

    14. Help Around the Residence

    15. Overtime Policies

    16. Payment of Payroll Taxes

        1. Redesignation Kit

        2. Apply Overdeposited Income Tax To Payroll Tax

        3. Exemptions from payroll tax

           1. Employee Gifts or Awards

           2. Employee Gifts or Awards - Adviser's Kit

        4. Payroll – 941 Taxes (PowerPoint)

        5. Redesignate Income Tax Estimate - WindowsMedia (low resolution)

        6. Redesignate Income Tax Estimate - WindowsMedia Full Screen

        7. Redesignate Income Tax Estimate - RealMedia

        8. Other and Related Documents

           1. Property Basis New Equipment Purchase

           2. Balance Sheet

           3. Cash Flow For 12 months

           4. Daily Cash Report

           5. Shareholder Basis - S Corporation, Excel(c)

           6. Weekly Travel & Entertainment Report

           7. Trial Balance

           8. Trial Balance

           9. Trial Balance - Law Office

    17. Payroll And Wages

    18. Payroll Cost Killers

    19. Payroll Tax Reports

        1. Adviser - Actions and Procedures (Word)

        2. Adviser - Payroll Tax Reports Adviser and Preparer Actions (Browser)

        3. Annual payrol report reconciliation

        4. Payroll Tax Kit For Client

        5. Payroll – 941 Taxes

        6. Payroll Tax Act 2001 Payroll W-H Notes

        7. Payroll Tax Paid With Over deposited Income Tax

    20. Payroll – 941 Taxes

    21. Payroll And Wages

    22. Payroll Cost Killers

        1. Payroll Cost Killers

        2. Employee Gifts or Awards

        3. Employee Gifts or Awards - Adviser's Kit

    23. Payroll Taxes

        1. Payroll Tax Act 2001 Payroll W-H Notes

        2. Payroll Tax Paid With Over deposited Income Tax

        3. Rent Income Subject to Payroll Taxes

    24. Personnel

    25. Renting Personal Property and the SE Tax

    26. Tax ID Number SS-4 Application Transmittal Letter

    27. Unemployment - State

        1. Unemployment Tax - Texas Hearings Rule PDF

        2. Unemployment Payroll Tax In Florida

73. Personnel and Payroll Management

    1. Fact Finders For Planning

    2. Personnel and Payroll Management Forms

       1. Documents/Payroll-Personnel/applicant_tele_ref_check.rtf

       2. Documents/Payroll-Personnel/application_for_employment.rtf

       3. Documents/Payroll-Personnel/payroll-record.pdf

       4. Documents/Payroll-Personnel/payroll-timesheet-generic.pdf

       5. Documents/Payroll-Personnel/payroll-vacation-or-time-off.pdf

       6. Resolution Fixing Salary of Officer

       7. Time sheet

       8. Time Sheet - 2

       9. Documents/Payroll-Personnel/applicant_offer_letter.rtf

       10. Documents/Payroll-Personnel/applicant_reference_form.rtf

       11. Documents/Payroll-Personnel/certificate_of_health_plan_hipaa.rtf

       12. Documents/Payroll-Personnel/drug-alcohol_screening_authorization.pdf

       13. Documents/Payroll-Personnel/emergency_procedures.pdf

       14. Documents/Payroll-Personnel/employee_file.pdf

       15. Documents/Payroll-Personnel/employee_info_changes.pdf

       16. Documents/Payroll-Personnel/employee_info_update.pdf

       17. Documents/Payroll-Personnel/employee_orientation.pdf

       18. Documents/Payroll-Personnel/employee_orientation.rtf

       19. Documents/Payroll-Personnel/employee_orientation_checklist.pdf

       20. Documents/Payroll-Personnel/employee_salary_record.pdf

       21. Documents/Payroll-Personnel/employment_application.pdf

       22. Documents/Payroll-Personnel/employment_terms.pdf

       23. Documents/Payroll-Personnel/evaluation_30-day_notice.pdf

       24. Documents/Payroll-Personnel/evaluation_checklist.pdf

       25. Documents/Payroll-Personnel/evaluation_coaching_form.pdf

       26. Documents/Payroll-Personnel/evaluation_employee.pdf

       27. Documents/Payroll-Personnel/evaluation_improvent_needed.pdf

       28. Documents/Payroll-Personnel/evaluation_new_employee.pdf

       29. Documents/Payroll-Personnel/evaluation_performance_worksheet.pdf

       30. Documents/Payroll-Personnel/evaluation_self.pdf

       31. Documents/Payroll-Personnel/evaluation_standard-form.pdf

       32. Documents/Payroll-Personnel/exit_or_termination_interview.rtf

       33. Documents/Payroll-Personnel/health_coverage_notice_documentation.rtf

       34. Documents/Payroll-Personnel/hiring checklist.rtf

       35. Documents/Payroll-Personnel/job_description.pdf

       36. Documents/Payroll-Personnel/payroll_deduction.pdf

       37. Documents/Payroll-Personnel/personnel_data_change.pdf

       38. Documents/Payroll-Personnel/personnel_data_sheet.pdf

       39. Documents/Payroll-Personnel/probation_extended.pdf

       40. Documents/Payroll-Personnel/probation_notice.pdf

       41. Documents/Payroll-Personnel/suggestion_form.rtf

       42. Documents/Payroll-Personnel/termination_checklist.rtf

       43. Documents/Payroll-Personnel/termination_notice.rtf

       44. Documents/Payroll-Personnel/warning_disciplinary.pdf

       45. Documents/Payroll-Personnel/warning_disciplinary.pdf

       46. Documents/Payroll-Personnel/warning_discliplinary_report.pdf

       47. Documents/Payroll-Personnel/warning_excessive_absenteeism.pdf

       48. Documents/Payroll-Personnel/warning_first.pdf

       49. Documents/Payroll-Personnel/warning_notice.rtf

       50. Documents/Payroll-Personnel/warning_second.pdf

       51. Documents/Payroll-Personnel/warning_suspension_no_pay.pdf

       52. Reserved

    3. Unemployment Tax - Texas Hearings Rule PDF

74. Petty Cash Procedures

75. Property Sales

    1. Property - Proof of Cost

    2. Property Basis - Acquired by Gifts

    3. Property Basis - Recvd by Inheritance 2

    4. Property Basis - Acquired by Inheritance

    5. Property Basis Acquired By Reacquisition

    6. Property Sales - Business Property

    7. Property Sales Organizer

    8. Property Sales - Installment Sales Organizer

    9. Property Sales - Like Kind Exchange

    10. Property Sales - Transferred Asset Organizer

    11. Property - Proof of Cost

    12. Property Basis - Acquired by Gifts

    13. Property Basis - Acquired by Inheritance

    14. Property Basis - Recvd by Inheritance 2

    15. Property Basis Acquired By Reacquisition

    16. Property - Sale of - Gain or Loss

76. Real Estate

    1. Real Estate Recapture of Depreciation

    2. See Also "Basis"

    3. IRS Challenge - Real Estate

    4. Property Sales - Property Given To You

    5. Real Estate Binders

    6. Real Estate Closings - Exception to 1099-S

    7. Real Estate Sale Reporting - 1099S

    8. Residence Sale - Introduction

    9. Personal Residence Sales - Basis

    10. Personal Residence - Sale, Plain English

    11. Capital Gains (Changes in 1997-1998)

    12. Capital Gains

    13. Capital Gains - Introduction

    14. Capital Gains - Real Property

    15. Like Kind Exchange aka §1031 Exchange

77. Records to keep

    1. How To Lose Your Tax Deductions

    2. Records For Business

    3. Records Individuals Should Keep

        

    4. Records Retention

    5. Records for All Money Received

    6. Advice to Advisers ~ Records for Deposits

    7. Records - Troublesome Albeit Crucial

    8. 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

78. Retirement Plans

    1. Fact Finders For Planning

    2. Retirement and Retirement Plans Category

    3. Excess Contributions – Client Kit (browser)

    4. Take Control with IRA Preservation Planning (PowerPoint)

    5. IRA Preservation Planning

    6. IRA Preservation Planning (PowerPoint)

    7. IRA Preservation Fact Finder (PowerPoint)

    8. IRA Contribution Limits (Excell)

    9. IRA Contributions and the 2001 Tax Act

    10. Excess IRA Contributions

    11. IRA Preservation and Planning

    12. Retirement_plans_retirees/retirement plan small bus p560.pdf

    13. Retirement Income - 1099R

    14. Retirement & "QDRO"

    15. Unexpected Retirement

    16. Retirement Plans - Summary of Characteristics

    17. Tax Act 2001 Retirement Plan Contributions

    18. Retirement Plan Guide 2002

    19. Retirement Plans - 401K Plan

    20. Retirement Plans - The SEP & SS Integration

    21. Retirement Plans Table 1

    22. Retirement Plans Table 2

    23. Retirement Plans Table 3

    24. Retirement Plans

    25. Roth and Required Distributions

    26. Roth and the Four Year Spread

    27. Roth and the Income Limits

    28. Roth IRA - Conversions

    29. Roth Do You Qualify Summary

    30. Roth IRA Guidance

    31. To Roth or Not to Roth

    32. Roth vs Other IRA's

    33. Roth and IRA Notice

    34. ROTH IRA NEWS

    35. Roth IRA

    36. Saver's Credit

    37. Self-employed Retirement Plans

    38. SEP

    39. SEP IRA 2002

    40. SEP - IRS Exam Guidebook

    41. Is my Social Security Taxable

79. Self-employed

    1. Fact Finders For Planning

    2. Estimated Income Tax Tables 2001 Tax Act

    3. Independent contractors

       1. Ind Contr Tax Definition

       2. Independent Contractor

       3. Independent Contractor or Employee ? An Introduction

       4. Independent Contractor or Employee?

       5. Ind Contr Resvd

    4. Family Employed by Self-employed

    5. Self-employed health insurance

    6. Self-employed reserved

80. Seller Financing

    1. 1040 Installment Sale Organizer

    2. Property Sales - Installment Sales Organizer

    3. Installment Sales Introduction

    4. Installment Sales for Dealers

81. Selling a Business

    1. Closing

    2. Selling

    3. Merging

82. Spreadsheets

    1. 1040 2 YEAR COMPARISON

    2. 1040 2 YEAR COMPARISON

    3. Property Basis New Equipment Purchase

    4. Property Basis Trade In

    5. Spreadsheets/auditaid.xls

    6. Balance Sheet

    7. Company Financial Analysis Sheets

    8. Cash Flow Category Analysis

    9. Family Monthly Cash Needs

    10. Business Cash Flow Budget

    11. Business Cash Flow Sensitivity

    12. CheckBook (htm)

    13. Checkbook for small business

    14. Combination Deposits and Checks Journal (c)

    15. Simple Combination Journal

    16. Checkbook Journal (htm)

    17. Customer Account

    18. Daily Cash Report

    19. Entity comparison

    20. Family Monthly Budget

    21. FS Analysis Comments

    22. Income Statement

    23. IOLTA Mgt Report - Law Office

    24. Shareholder Basis - S Corporation, a s-s

    25. Staff Attendance

    26. Sample ledger for gathering Securities gain-loss info

    27. Time sheet

    28. Time Sheet - 2

    29. Trial Balance - Law Office

    30. Weekly Travel Expense

    31. Weekly Travel Expense on Excel(c)

    32. Weekly Travel & Entertainment Report

83. Startup Actions

    1. Fact Finders For Planning

    2. How To Lose Your Tax Deductions

    3. Entity Choices

    4. Entity

    5. Starting and Operating a Business, Preilminary Considerations

    6. Business Form Frequently Asked Questions

    7. Entity - Forms of Doing Business Compared

    8. Entity Types an Introduction

    9. Important Compliance Knowledge

    10. Reserved

    11. Records - tax & financial basics

    12. Records - Management Control

    13. Startups - Tax Year Choices & Rules

    14. Taxpayer ID Number Application

84. State Taxes

    1. Business Tax - California

    2. Business Tax - Florida

    3. Business Tax - Illlinois

    4. Business Tax - Iowa

    5. Business Tax - Louisiana

    6. Business Tax - Maryland

    7. Business Tax - Tennessee

    8. Business Tax - Texas

    9. Unemployment Tax - Texas Hearings Rule PDF

85. Telephone

    1. Telephone Tax Credit

86. Travel Expenses

    1. Accountable Plan

    2. Automobile Mileage Logbook

    3. Auto-Car Mileage Log - Daily

    4. Charts:

       1. Car Sample

       2. Expense Deductions

       3. How to Prove

       4. Local Transportation

       5. Records to keep

       6. Sample Records

    5. Lodging Business Trips - Per Diem Method

    6. Records - Troublesome Albeit Crucial

    7. Salespersons Deductions - Tax Killers

    8. Travel Business with Personal

    9. Travel Companions

    10. Travel Deductions

    11. Travel - Email and Fax Qualify as Evidence

    12. Travel - Entertainment - Gifts

    13. Travel Records

    14. Travel Business with Personal

    15. Travel Companions

    16. Travel Deductions

    17. Travel Records

    18. Travel Meals Lodging

    19. Travel Temporary job 1

    20. Travel Temp Assignment 2

    21. Travel Temp Assignment 3

    22. Truckers - Pilots - Mariners - Etc.

    23. Travel Reimbursement Form

    24. Travel Meals Lodging

    25. Travel Temporary job 1

    26. Travel Temp Assignment 2

    27. Travel Temp Assignment 3

    28. Weekly Travel Expense

    29. Weekly Travel & Entertainment Report (Browser version)

    30. Weekly Travel & Entertainment Report Excel

    31. Travel Weekly Report (pdf)

    32. Weekly Travel & Entertainment Report (Browser)

    33. Weekly Travel & Entertainment Report

    34. Weekly Travel Expense

    35. Weekly Travel Expense on Excel(c)

87. Year End Choices

    1. Tax Year Choices & Rules

88. Unemployment Tax

    1. Unemployment Tax - Texas Hearings Rule PDF