Tax Season Resources
Overview :
Obtain access to Personal Financial Planning Section resources that relate to tax planning.
Published on April 10, 2012
The Kitces Report - December 2011
Article :
Understanding The New Cost Basis Reporting Rules
Published on January 04, 2012
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 November 29, 2011
Generation Skipping Trasfer 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 May 23, 2011
AICPA 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 23, 2011
Chart Outlining Opportunities Prior to Tax Law Changes
Exhibit :
This chart from Bob Keebler outlines estate, income tax, and financial planning opportunities to take advantage of prior to changes in the tax law.
Published on April 25, 2011
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 April 04, 2011
The CPAs Role in Income Tax Planning
Article :
The CPA's role in developing tax planning strategies is broadened by the need to coordinate the analyses and recommendations with the goals, analyses, and strategies of other financial areas. Areas of personal financial planning that involve some aspect of tax planning include: cash flow planning, risk management planning, investment planning,
Published on March 29, 2011
Tax Planning
Overview :
Income Tax Planning has implications in all areas of Personal Financial Planning. Find out more about Income Tax Planning in the context of Personal Financial Planning.
Published on January 18, 2011
Introduction to Personal Income Tax Planning
Article :
Income tax planning may be defined as the development and implementation of appropriate strategies to reduce, affect the timing of, or shift either current or future income tax liabilities. Recommended strategies are based not only on the tax consequences themselves, but also in light of the individual's overall financial goals.
Published on August 26, 2010
Corporate-Owned Life Insurance
FAQ :
Corporate-owned life insurance (COLI) is a type of policy employers can own on the life of one or more of their employees. In addition to owning the policy, the corporation is also the beneficiary. Learn how COLI is used to fund nonqualified deferred compensation plans as well as tax considerations
Published on May 10, 2010
Summary of the Tax Increase Prevention and Reconciliation Act of 2005
Overview :
Provided is a summary of the Tax Increase Prevention and Reconciliation Act of 2005. Includes information on the extension and modification of certain provisions, other provisions, individual AMT provisions, and much more.
Published on February 01, 2010