Series Proactive Planning in Preparation for 2013
Presentation:
Find out proactive tax planning for 2013 and how CPA Financial Planners Can Advise Their Clients Post-Election. This powerpoint presentation highlights steps to take during the lameduck session.
Published on May 14, 2013
Webinar Library Estate Tax Issues
Webcast:
A summary of recent web events related to estate tax issues, including companion materials.
Published on May 07, 2013
Compliance and Planning Issues with the 3.8% Medicare Surtax Webinar - Jan. 17, 2013
Webcast:
This is the information on the 1/17/13 AICPA webinar on the 3.8 percent Medicare surtax compliance and planning issues.
Published on May 07, 2013
Fiscal Cliff Settlement What CPAs Need to Know to Advise Individual Clients Webinar - Jan. 9 , 2013
Webcast:
This is the 1/9/13 AICPA webinar on the fiscal cliff and individual and estate planning.
Published on May 07, 2013
Presenation of AICPA Webinar on Top 10 Estate Planning Techniques - May 6, 2013
Presentation:
This is the Powerpoint Presentation of the 5/6/13 AICPA webinar on top 10 estate planning techniques.
Published on May 07, 2013
Presentation of AICPA Webinar on Proactive Planning after ATRA - Individuals - May 2, 2013
Presentation:
This is the Powerpoint Presentation of the 5/2/2013 AICPA webinar on proactive planning after ATRA 2012 for individuals.
Published on May 07, 2013
AICPA Webinar on Proactive Planning after ATRA 2012 - Individuals
Webcast:
This is the archive of the 5/2/2013 AICPA webinar on proactive planning after ATRA for individuals.
Published on May 07, 2013
Presentation of AICPA Webinar on Fiscal Cliff and Estate Planning - January 9, 2013
Presentation:
This is the Powerpoint Presentation to the 1/9/13 AICPA webinar on the fiscal cliff and estate planning.
Published on May 07, 2013
Presentation of AICPA Webinar on Taking Charge of Your Financial Planning - Jan. 4, 2013
Presentation:
This is the Powerpoint Presentation to the 1/4/13 AICPA webinar on taking charge of your financial planning.
Published on May 07, 2013
Presentation of AICPA Webinar on Medicare Surtax - January 17, 2013
Presentation:
This is the Powerpoint Presentation to the 1/17/13 AICPA webinar on the new Medicare Surtax and estates and trusts.
Published on May 07, 2013
Presentation to the AICPA Webinar on Advanced Gift Tax Preparation - February 19, 2013
Presentation:
This is the Powerpoint Presentation to the 2/19/13 AICPA webinar on advanced gift tax return preparation.
Published on May 07, 2013
AICPA Webinar on Medicare Surtax and Estates and Trusts - January 17, 2013
Webcast:
This is the 1/17/13 AICPA webinar on the Medicare surtax and estates and trusts.
Published on May 07, 2013
Comment Letter - Request to Testify on Proposed Regulations (REG-128224-06) 2007-36 IRB 551 - March 8, 2006
Comment Letter:
AICPA requests the opportunity to testify at the public hearing on proposed regulations regarding guidance on which costs incurred by estates or non-grantor trusts are subject to the 2-percent floor for miscellaneous itemized deductions under section 67(a).
Published on May 03, 2013
Valuation Webinar
Webcast:
Federal Transfer Tax Valuation Issues for 2011: An Update on Recent Court Cases and Opportunities for Valuation Work web seminar. In this web seminar, experts will discuss current valuation issues as illustrated in recent Federal estate and gift tax cases litigated in the U.S. Tax Court and Federal District Courts.
Published on April 23, 2013
Valuation issues with Estate Planning Webinar
Webcast:
This is the November 2, 2011 AICPA webinar on estate planning valuation issues.
Published on April 23, 2013