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NOTE: the above list of related topics is not a complete list you are directed to consider what other topics apply or are related to your interests, activities or objectives.

Client Letter - What this idea is about

Description/Scope

Skill Level  Time Estimate  Materials   Equipment-Tools  Library Resources Pre-requisite Knowledge
           
           

    

Related Articles:

  1. S corporation basis and distribution elections

  2. S Corporation Alert - Dbl Taxation

  3. S Corporation - Forming

  4. S Corp and Late Elections

  5. Succession and estate planning for S corporation owners.

  6. S corporation topics

  7. S Corporation

  8. S Corp Scrutiny of Distributions.

  9. Corp Formalities

Purpose

Purpose

Who This Applies to

Who

When to Perform

When

Special Circumstances

Warnings & Special Circumstances

Why This Is Important

Usefulness

General Benefits 7 Objectives

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Engagement Letter

This entire site is for educational or informational purposes only.   You are not to use the forms, concepts, strategies, or knowledge without assistance from a professional.   The author, the corporation, the ISP, Bob Parrish CPA, Bob Parrish CPA, P.C. or other parties related to those or this site do not guarantee or warrantee in any manner the suitability, usefulness, accuracy, timeliness, or results of any portions of this site, nor the links contained in this site which link to other areas.   At times, information is taken from other sources and is believed to be accurate, but no verification or confirmation is performed.  Furthermore, if any federal or state law invalidates a portion of this disclaimer, the other portions still apply.   In addition, any allegations or actions are restricted to arbitration only and must be arbitrated by the Better Business Bureau in Sarasota Florida.  Reading of these pages constitutes complete acceptance and agreement with all disclaimer provisions on all pages of this site. .......

Thursday, February 22, 2007 02:27 AM

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Learning Objectives

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What it does, Why it works - Plain English Analysis

 

 

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What It does, Why it works - Technical Analysis & Citations

Law (commentary and citation)

Regs (commentary and citation)

Cases (commentary and citation)

§§§ Law §§§

§274(d)

 

§§§ Regs §§§

 

§§§ Cases §§§

 

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Tax Killers

This is about Activity Based Taxplanning - maximizing deductions, minimizing cash outlay and maximizing the amount of cash retained and the net worth.  Activity Based Taxplanning (ABT) is a methodology developed by Bob Parrish CPA, that assists people with the tax issues by focusing on the activity (or actions - events) that are being undertaken or contemplated (or have already taken place).  The, the research is compiled from the myriad of sources to help you complete the activity with the least tax cost, while maintaining compliance the the tax laws, other laws and regulations and place yourself in a position to protect your objectives.

Tax is a subject that many view in order to cut costs.  Taxes are a cost just as any other cost.  It happens this cost is somewhat intangible and is defined by legislation without a tangible item to view and control.  The money is spent and the control of the expenditure is more appropriately administered by someone trained in the law.

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Cost Killers

This is about Activity Based Costing  - methods to cut costs, management accounting, management information systems, decision support systems - in general about being a manager.

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What to gather - preparing for your CPA, your attorney, or preparing to start the job on your own

Entrance Interview

Exit Interview

 

 

 

 

What to do:

 



 

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Assistance - What To Do - Forms - checklists, time-line to do, etc.

 

 

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Spreadsheets & Computations

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Contracts, Trusts, etc.

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Reports Required

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Checklists for Deployment

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Checklist for Monitoring

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Financial Accounting: Bookkeeping & Financials

 

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Compliance - what is required for protection, defense, etc.

Compliance Checklist

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Alerts & Dangers - Risks, Asset Protection, IRS Defense

Action Checklist

 

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