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Elder Issues

  1. Tax and Other News Headlines

  2. Elder Issues Category

  3. Fact Finders For Planning

  4. News Briefings

    1. Tax and Other News Headlines

    2. Telephone Tax Credit

    3. 2003 Tax Law Briefing

  5. 10 Investment Principals

  6. 401k averages.pdf

  7. 401k plan anslysis.pdf

  8. 529 education plan.pdf

  9. Accounting for investments

    1. Investor Bookkeeping Freedom

    2. Avg Basis Election IRC 1012 for Your Mutual Fd

  10. Alzheimer's

    1. Alzheimer's Predicted by Brain Scan

  11. Annuities

    1. Fact Finders For Planning

    2. Annuities - General Information

    3. Tax Organizer - Annuity Income

  12. Bank Listing

  13. Bookkeeping Freedom

  14. Capital Account - Request for Information

  15. The Capital Account

  16. Capital Gains

    1. See Also "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. IRS Challenge - Real Estate

    34. Property Sales - Property Given To You

    35. Real Estate Binders

    36. Real Estate Closings - Exception to 1099-S

    37. Real Estate Sale Reporting - 1099S

    38. Residence Sale - Introduction

    39. Personal Residence Sales - Basis

    40. Personal Residence - Sale, Plain English

    41. Capital Gains (Changes in 1997-1998)

    42. Capital Gains

    43. Capital Gains - Introduction

    44. Capital Gains - Real Property

      45.

    45. Like Kind Exchange aka §1031 Exchange

  17. Charity Planning

  18. Debt and Debt Management

    1. Paydex and D&B Ratings

  19. Deductions and Write-off's

    1. Fact Finders For Planning

    2. Deductions and Write-off's

    3. Tax Deductions - Protect Them

  20. Employment

    1. Employee Business Deductions

  21. Estimated Income Tax Category

  22. Fact Finders For Planning

  23. Family Heritage

    1. Stretch the family heritage

  24. General Invest Discussion

  25. Glossary

  26. How Different Invest are Taxed

  27. Insurance

    1. Fact Finders For Planning

    2. Health

      1. Medical Savings Accounts

      2. Self-employed Health Insurance

    3. Split Dollar Plans

    4. Insurance - Split Dollar

    5. Ten Investment Principals

    6. Life Insurance - General Comments

    7. Self-employed health insurance

    8. Special Rules ForTraders In Securities 

  28. Investing - How Different Investments Are Taxed

  29. Reserved

  30. Investors' Year End Papers

  31. Investors OR Traders?

  32. Investors - "Trader" Definition-Introduction

  33. IRA - See Retirement and Retirement Plans/IRA

  34. Long Term Care Planning

    1. Medicaid Basics

  35. Social Security

  36. Medicaid Planning

    1. Medicaid Basics

    2. Medicaid Qualifications - Inclusions and Exclusions

    3. Medicaid Qualifications

    4. Medicaid Trust Introduction

    5. Miller Trust Sample

  37. MFS

    1. Advantage

    2. Avg Basis Election IRC 1012 for Your Mutual Fd

    3. Equity funds

    4. Equity conservative funds

    5. IRA Kit

    6. Nine Reasons for Converting to a Roth IRA

    7. Planning

    8. Preservation Planning "IRA Preservation Planning" Seminar

    9. IRA Preservation Planning (PowerPoint)

    10. IRA Preservation Fact Finder

    11. Retirement_planning_checkpoints

    12. Treat Yourself Right - Start an IRA Today

    13. Stretch the family heritage

    14. Stretch IRA

  38. Minimizing Taxes On Investment Income of Investors

  39. Mutual Fds - Buy & Sell

  40. Mutual Fd - Avg Basis Election IRC 1012

  41. Mutual Fd - Direct to Selling Agent

  42. Mutual Fd Distributions (1099's)

  43. Mutual Fund Accounting - Newest Version

  44. Mutual Fund Accounting - Newest Version

  45. Mutual Fd - Avg Basis Election IRC 1012

  46. Organizers for Investors

    1. Fact Finders For Planning

    2. Organizer - business and investor questions

    3. Organizer - dividend and interest income

    4. Organizer - dividends with adjustments

    5. Organizer - interest with adjustments

    6. Organizer - state intangible tax

    7. Organizer - securities or real estate sales

    8. Organizer - general questions

    9. Organizer - tax payments

  47. Partner Basis Worksheet

  48. Property Sales - Property Given To You

  49. Real Estate

    1. Real Estate Recapture of Depreciation

    2. Real Estate - Rent Income Defined

    3. Real Estate - Renting to Family Members

    4. Real Property Transactions - If You Receive a 1099-S

  50. 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

  51. Reporting Securities Sales

  52. Retirement and Retirement Plans Category

  53. Retiremnet Income - 1099R

  54. Retirement plan credit

  55. Retirement Plans Letter

  56. Retirement Plan Contributions Tax Act 2001

  57. Roth IRA Introduction

  58. Roth IRA - Nine Reasons it is the choice

  59. Sales of Securities

  60. Sample ledger for gathering gain-loss info Stock Ledger (Excel)

  61. SEP Funding and Establishment

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

  63. Simple Stock Accounting Ledger

  64. Social Security

    1. Social Security Allowed Income

    2. Taxable Social Security

    3. Social Security Taxable Tech Introduction

    4. Social Security Taxable Portion

  65. Spreadsheets/IRARequiredMinDistr.xls

  66. Stretch the family heritage

  67. Ten Investment Principals

  68. Taxpayer Help and Education

  69. Telephone

    1. Telephone Tax Credit

  70. Traders or Investors?

    1. Traders or Investors?

    2. Investors - "Trader" Definition-Introduction

    3. Special Rules ForTraders In Securities 

  71. Treat Yourself Right - Start an IRA Today

  72. Wash Sales - Avoiding Wash Sale Rules

  73. Wash Sale Rules

  74. Wash Sale Rules Avoidence

  75. Year End Papers

  76. Reserved

  77. Money-Mgt-Mktg Talk

    1. Annuities

      Fixed Annuities

  78.