Resources on The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act
Tools:
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act (the “Act”) presents a the multitude of issues to consider in the areas of personal financial planning given the certainty in the tax law for 2011 and 2012 and the uncertainty we will be with faced with once again in
Published on May 01, 2013
Analysis of a Tax Return for Personal Financial Planning
Checklist:
Use this checklist developed by leading CPA financial planners to find planning opportunities in your tax practice.
Published on March 20, 2013
Tax Season Resources
Overview:
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on March 20, 2013
Year-End Tax Planning 10 Things to Keep in Mind
Article:
Use Forefield’s text client alert, Year-End Tax Planning: 10 Things to Keep in Mind, with your clients and prospects to highlight 2011 year-end tax planning issues.
Published on February 07, 2013
Summary of 3.8% Medicare Surtax Regulations
Overview:
This two-page summary from Bob Keebler covers some of the most important clarifications for the 3.8% Medicare Surtax in the proposed regulations issued on November 30, 2012.
Published on February 04, 2013
PEP PEASE Tax Bracket Summary
Presentation:
Leading experts Bob Keebler and Mel Schwarz will help you keep up and stay ahead of the Fiscal Cliff.
Published on January 18, 2013
Tax Asset Buckets
Presentation:
Leading experts Bob Keebler and Mel Schwarz will help you keep up and stay ahead through this in-depth web seminar discussing: A review of the decisions made by Congress or the impacts of the changes from the Fiscal Cliff; The impact on your clients and their estates, taxes, and financial
Published on January 18, 2013
Joint Committee on Taxation Overview
Presentation:
Leading experts Bob Keebler and Mel Schwarz will help you keep up and stay ahead through this in-depth web seminar discussing: A review of the decisions made by Congress or the impacts of the changes from the Fiscal Cliff; The impact on your clients and their estates, taxes, and financial
Published on January 18, 2013
Preparing for the 3.8% Healthcare Surtax
Presentation:
Customize this presentation to illustrate issues and planning strategies with the Medicare surtax.
Published on October 17, 2012
3.8% Healthcare Surtax Checklist for Individuals
Checklist:
Use this checklist to address 3.8% Medicare surtax issues and planning strategies for individuals.
Published on October 17, 2012
3.8% Healthcare Surtax Checklist for Estates and Trusts
Checklist:
Use this checklist to address 3.8% Medicare surtax issues and planning strategies for trusts and estates.
Published on October 17, 2012
2012 Capital Gains Harvesting Chart
Tools:
The 2012 Capital Gains Harvesting Chart from Bob Keebler helps practitioners determine if this time sensitive strategy makes sense for their clients in 2012.
Published on October 17, 2012
Planning Window Closing Before Jan. 1, 2013
Tools:
Customize this professionally designed mailing piece with your contact information to educate your clients about coming tax changes that will require your services prior to December 31, 2012.
Published on October 16, 2012
Order Information for Proactive Planning Postcard
Tools:
Use this order information to customize a professionally designed mailing piece to educate your clients about coming tax changes that will require your services prior to December 31, 2012.
Published on October 16, 2012
Generation Skipping Transfer Tax Chart
Exhibit:
This chart from Bob Keebler provides an overview of generation skipping transfer tax issues, the use of the Dynasty Trust, and automatic allocation rules.
Published on September 17, 2012