| 2001 Tax Act - Grassley-Baucus Tax Relief Act | 05/14/2001 | |
| 2003 Tax Law Briefing | 02/26/2007 | Brief Summary of the 2003 Tax Act |
| Abatement of Interest Revenue Procedure 87-42 | 02/22/2007 | |
| About the FLP | 02/26/2007 | |
| Abusive Trusts - US Tax Ct Case, pdf | 01/15/2001 | |
| Accounting Methods - Tax Law | 02/22/2007 | |
| Advantages and Disadvantages - FLP | 02/26/2007 | |
| Alert - IRS Addresses Changed | 02/26/2007 | |
| Annual Exclusion Trust | 01/29/2005 | |
| Annuities - What are the tax rules? | 02/24/2007 | |
| Asset Protection | 05/10/2004 | |
| Asset Protection - Trusts | 02/26/2007 | |
| Backup Withholding Rate Change | 03/04/2007 | |
| Bank Listing | 02/21/2007 | |
| Business and Investing Journal 2005-02 | 02/26/2007 | |
| Business car, travel, meal and entertainment | 03/04/2007 | |
| 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 | |
| Calendars | 03/06/2007 | |
| Car Expense | 02/22/2007 | |
| Car Expenses | 03/04/2007 | |
| Car Expenses - Sampling | 03/04/2007 | |
| Car Expenses - What Does IRS Require for Proof | 02/26/2007 | |
| Car Mileage Log - Daily | 05/07/2004 | |
| Cars for Employees | 02/26/2007 | |
| Cash Method - Who Can Use It? | 02/26/2007 | |
| Catastrophic Death | 02/22/2007 | |
| Charitable Planning - Private Foundations | 01/04/2001 | |
| Checkbooks Managing for PROFIT 101 | 07/05/2004 | |
| Children - Hired By Parents | 02/26/2007 | |
| Claims For Refund Introduction | 11/02/2004 | |
| College Tuition 529 Plans | 03/04/2007 | |
| Comments - IRS Notice 2001-10 Split Dollar Insurance | 10/13/2002 | |
| Contents - General Business | 03/05/2007 | |
| CRT & Not-for-profits OUCH! Why Tax? | 11/10/2000 | |
| CRT Compliance - Deadline | 02/26/2007 | |
| CRT Trustee Choices | 02/22/2007 | |
| Dependents-EIC-Filing Status ~ Protecting YOUR Position | 02/26/2007 | |
| Depreciable Property | 02/22/2007 | |
| Divorce Issues | 05/10/2004 | |
| Do Not Lose Control of Your Assets | 05/10/2004 | |
| Does IRS Target Business Types | 03/05/2007 | |
| Employment Contract Notes | 03/04/2007 | |
| Entity Business Type Choices | 03/04/2007 | |
| Estate Planning Categories | 03/05/2007 | |
| Estate Planning Example Case | 06/05/2004 | |
| Estates - Income in Respect of Decedent | 02/26/2007 | |
| Fact Finders For Planning | 03/05/2007 | |
| Fam Ltd Ptr Present Interest Element | 05/12/2004 | Family Ltd Partnership - transfers of partnership interests MUST be a "Present Gift" or the transfer simply will be ignored for estate tax purposes. |
| Family Discount Life Overview | 05/07/2004 | |
| family limited partnership client letter | 03/04/2007 | |
| Family LP - What They Are | 02/26/2007 | |
| Family LP Table Of Contents | 02/26/2007 | Family Ltd Partnership - transfers of partnership interests MUST be a "Present Gift" or the transfer simply will be ignored for estate tax purposes. |
| Family LP ~ USTC Approvals | 02/22/2007 | |
| Family Ltd Partnership Pitfalls - IRS Attacks 12/2000 | 03/04/2007 | |
| Fast Facts For Taxes | 02/21/2007 | |
| Fed Tax Liens - Forced Release | 02/26/2007 | |
| Filing Status - Surviving Spouse | 02/26/2007 | |
| Financial Risks of Disallowed Tax Deductions | 03/04/2007 | |
| Fixed Annuities | 03/04/2007 | |
| FLP - Problems and Questions | 02/26/2007 | |
| FLP - Transferor Actions and Duties | 02/26/2007 | |
| Foreign Trusts - Gain on Transfers to the Trust | 02/26/2007 | |
| Foreign Trusts USA Income Taxation | 02/26/2007 | |
| Funding - Inappropriate Assets | 02/26/2007 | |
| Funding - Tax Trap | 02/26/2007 | |
| Gifts - Identification and Documentation | 02/26/2007 | |
| Gifts - Reciprocal Arrangements | 03/04/2007 | |
| Guaranteed Annuity Life Overview | 05/07/2004 | |
| Hackl v. Commissioner | 02/26/2007 | |
| Help With Browsers and pro1040 Navigation | 02/21/2007 | |
| Homestead - Essentials for Protection | 02/26/2007 | |
| How to Prove Business Expenses | 05/07/2004 | |
| Impact of Estate Tax Repeal - FLP | 02/26/2007 | |
| Indirect Gifts - Dangers, Pitfalls and Redflags | 02/26/2007 | |
| Indirect Gifts - Partnerships, Corp, etc. | 02/22/2007 | Inadvertent and indirect gifts are a trap for the unwary |
| Intangibles - Sale of | 02/26/2007 | |
| Investors - Avoiding Wash Sale Rules | 02/25/2007 | |
| Investors - Wash Sale Rules | 02/25/2007 | |
| IRA & Annuity Preservation - Technical Documentation | 02/26/2007 | |
| IRA & Annuity Preservation - Technical Documentation | 05/07/2004 | |
| IRA & Annuity Preservation - Technical Documentation | 02/26/2007 | |
| IRA - New Distribution Rules | 02/26/2007 | |
| IRA and Annuity Distributions - Regulation §1.401(a)(9)-1 | 03/13/2002 | |
| IRA Minimum Distributions - Finding the Divisor | 02/26/2007 | |
| IRA Preservation - Published in the Internal Revenue Bulletin Jan 2001 §1.401(a)(9) | 03/13/2002 | |
| IRA Preservation and Planning | 02/26/2007 | |
| IRA Preservation Chart | 01/25/2002 | |
| IRA Preservation Fact Finder | 01/26/2002 | |
| IRA Preservation Planning (Browser) | 03/18/2002 | |
| IRA Preservation Planning (Browser) | 05/10/2004 | |
| IRA Preservation Planning (PowerPoint) | 02/06/2002 | |
| IRS Forms & Publications | 05/10/2004 | |
| IRS Mailing Address Changes for 2004 | 02/26/2007 | |
| IRS Summons ! | 02/26/2007 | |
| IRS Summons ~ Enforcement ! | 02/26/2007 | |
| June Calendar | 02/26/2007 | |
| Legislation & Regulations | 10/07/2006 | |
| Like Kind Exchange aka §1031 Exchange | 01/27/2005 | Like Kind Exchange aka §1031 Exchange; PDF File of Executive Summary and Fact Gathering Sheet |
| Like-kind Exchange aka §1031 Exchange | 02/26/2007 | |
| Living Trusts | 05/07/2004 | |
| Living Trusts (pdf) | 02/26/2001 | |
| LIVING TRUSTS - an Introduction | 05/07/2004 | |
| Living Trusts - Real Media | 09/26/2000 | |
| Living Trusts - What It Is NOT | 05/07/2004 | |
| Living Trusts and Tax Planning | 05/07/2004 | |
| Loaning Money Lesson | 03/04/2007 | |
| Loans - SAMPLE Documents | 02/26/2007 | |
| Long Term Care | 05/07/2004 | |
| Making Annual Gifts - FLP Interests | 02/26/2007 | |
| May I Use the Cash Method of Accounting? | 02/26/2007 | |
| May Tax Calendar | 03/06/2007 | |
| Mileage Rates | 02/26/2007 | |
| Mortgage Management | 02/26/2007 | |
| Notice 2001-10 Split Dollar Life Insurance Arrangements | 10/13/2002 | |
| Occupation & Industry & Job Specific | 07/06/2004 | |
| Partners - Nominee Partners | 02/26/2007 | |
| Payroll Tax Kit For Client | 03/29/2002 | |
| Personal Residence - Sale, Plain English | 02/26/2007 | |
| Present & Future Gifts - Failed Transfer | 02/26/2007 | |
| Present & Future Gifts - FLP Approved | 02/26/2007 | |
| Privacy - Ethics - Email | 03/29/2002 | |
| Property - Proof of Cost | 02/22/2007 | |
| Property Basis - Acquired by Gifts | 02/22/2007 | |
| Property Basis - Acquired by Inheritance | 02/22/2007 | |
| Property Sales - Like Kind Exchange | 02/22/2007 | |
| Real Estate Recapture of Depreciation | 11/25/2002 | |
| Records - Troublesome Albeit Crucial | 02/26/2007 | |
| Records For Business | 02/22/2007 | |
| Records Retention | 02/26/2007 | |
| Records Retention | 02/26/2007 | |
| Records Retention - Disaster Mitigation | 11/17/2002 | |
| Records – How Long Should They Be Retained? | 11/18/2002 | |
| Records – How Long Should They Be Retained? | 05/07/2004 | |
| Records – How Long Should They Be Retained? | 11/18/2002 | |
| Records – How Long Should They Be Retained? | 05/07/2004 | |
| Refunds - Two Year Rule | 02/22/2007 | |
| Reimbursing Employees | 03/04/2007 | |
| Replica Of IRS Summons | 05/10/2004 | |
| Reporting Securities Sales | 03/06/2007 | |
| Required Filings | 03/04/2007 | |
| Residence Sale - Partial Exclusion for Gains | 05/07/2004 | |
| Residence Sales - Worksheets for Basis & Gain | 05/07/2004 | |
| Retirement Plans - 401K Plan | 02/26/2007 | |
| Securities Sales - IRS Required Reporting | 03/06/2007 | |
| Shopping | 02/22/2007 | |
| Startups - Tax Year Choices & Rules | 02/22/2007 | |
| Stock To Cash Overview | 05/07/2004 | |
| 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 2001 Advance Payments Alert | 02/26/2007 | |
| Tax Act 2001 - Changes for 2001 Tax Returns | 03/04/2007 | |
| Tax Act 2001 - JCT Summary | 02/26/2007 | |
| Tax Act 2001 Retirement Plan Contributions | 02/26/2007 | |
| Tax Act of 2001 " Grassley-Baucus Tax Relief Act" | 03/04/2007 | |
| Tax Changes 2001 | 03/04/2007 | |
| Tax Changes for 2000 | 03/04/2007 | |
| Tax Deductions - Protect Them | 02/24/2007 | |
| Tax Interest & Penalties | 02/26/2007 | |
| Tax Rate Tables Year 2000 (BEFORE Tax Act) | 05/10/2004 | |
| Taxpayer ID Number Application | 03/04/2007 | |
| Travel - Email and Fax Qualify as Evidence | 02/26/2007 | |
| Trust - Heir Planning | 06/05/2004 | |
| Trust - Types of Trusts an Introduction | 02/26/2007 | |
| Trust - Types of Trusts an Introduction | 01/31/2005 | |
| Trust - Wealth Transfer Trusts | 06/05/2004 | |
| Trust - Welfare Benefit, Defined | 06/05/2004 | |
| Trust Accounts For Lawyers | 05/07/2004 | |
| Trust foreign abusive US Tax Court | 01/15/2001 | |
| Trust Fund Payroll Tax and Personal Liability | 07/31/2001 | |
| Trust Information Fact Sheet | 02/26/2007 | |
| Trust Welfare Benefit - more details | 05/07/2004 | |
| Trust Welfare Benefit - Multiple Employer Overview | 05/07/2004 | |
| Trusts - Abusive - Be Careful | 03/05/2007 | |
| Trusts - Abusive Foreign Appeals Case | 01/15/2001 | |
| Trusts - Abusive Trust Promotions | 02/26/2007 | |
| Trusts - Annual Exclusion (Gift) Trusts | 01/31/2005 | |
| Trusts - Charitable | 01/31/2005 | |
| Trusts - Life Insurance Trusts | 05/07/2004 | |
| Trusts - Qualified Personal Residence Trusts & Their Uses | 02/26/2007 | |
| Trusts - The Nest Egg Trust | 05/07/2004 | |
| Trusts Categories | 02/26/2007 | |
| Trusts for Asset Protection | 01/31/2005 | |
| Unifrom Prudent Investor Act | 02/26/2007 | |
| Weekly Travel & Reimbursement Form | 05/07/2004 | |
| What is A Contract or Agreement? | 11/02/2004 | |
| Wills - Specific Bequests | 02/26/2007 | |
| Woodrow Wilson Quotation - Taxes 1919 | 05/10/2004 | |
- Help To Keep Your Life In Balance
