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September

The Tax Adviser September 2012 

Articles

Recent Developments in Estate Planning: Part I
Justin Ransome and Frances Schafer

Investors’ Dilemma on Purchasing Distressed Obligations
Stephen Ng

Santa Clara Valley Housing Group: An S Corporation Abusive Tax Shelter
Kenneth Orbach

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Determining Tax Consequences of Corporate Liquidation to the Shareholders

Article Under Sec. 331, a liquidating distribution is considered to be full payment in exchange for the shareholder’s stock, rather than a dividend distribution, to the extent of the corporation’s earnings and profits.
Published on October 11, 2012

What Can One Line Do for You

Article One area where many CPA practitioners can consider offering expanded services is in personal financial planning.
Published on September 28, 2012

Guidance on Foreign Tax Credit Splitter Transactions

Article Treasury published temporary regulations to provide guidance on the Sec. 909 foreign tax credit splitter event provisions that were enacted in August 2010.
Published on August 31, 2012

Temporary Regulations Create New Applications for Cost-Segregation Studies

Article Owners of real estate should consider the implications of the new regulations regarding tangible property and repair costs when engaging firms to perform cost-segregation studies.
Published on August 31, 2012

Corporate Financing Companies Treatment of Losses

Article Financial blocker entities are used as a mechanism to prevent funds from potentially being engaged in a U.S. trade or business.
Published on August 31, 2012

New Foreign Asset Reporting Rules

Article Practitioners need to be aware of the new requirements for reporting foreign assets and income and confirm that clients are complying.
Published on August 31, 2012

Deducting Losses on Worthless Investment Securities

Article Understanding the rules for deducting losses on worthless securities is necessary to determine the correct timing of the loss deduction.
Published on August 31, 2012

Whats New With the New Markets Tax Credit

Article The IRS published final regulations relating to how an entity serving targeted populations can meet the requirements to be a qualified active low-income community business under the provisions of the new markets tax credit program.
Published on August 31, 2012

Deductibility of LEED Certification Costs

Article Tax professionals may be in the best position to support their clients or company in identifying LEED certification costs and determining the appropriate tax treatment as either a current-period expense or a capital expenditure.
Published on August 31, 2012

Successor Liability for State Income and Franchise Taxes

Article A small but important group of states that provide a statutory basis for imposing on a purchaser of assets liability for income taxes owed by the seller.
Published on August 31, 2012

A Cautious Approach to Sec. 163(l) in Common Private-Equity Lending

Article Fund financing can carry with it the potential for unintended tax consequences under Sec. 163(l)’s “disqualified debt” rules.
Published on August 31, 2012

REITs May Treat Money Market Funds as a Cash Item

Article Rev. Rul. 2012-17 confirms that a real estate investment trust (REIT) may treat shares it holds in a money market fund as cash for purposes of meeting the qualifying asset tests of Sec. 856(c)(4)(A).
Published on August 31, 2012

The Codified Economic-Substance Doctrine and Captive Insurance Companies

Article In light of the lack of guidance on whether the new codified economic-substance rules apply to captive insurance companies, it is prudent to assume that the law does apply.
Published on August 31, 2012

A Practical Approach to Sales Taxes in the Cloud

Article An approach to analyzing the sales and use tax implications of a purchase on the cloud.
Published on August 31, 2012

Guidance Distinguishes Tips and Service Charges

Article The IRS issued question-and-answer guidance for distinguishing between tips and service charges for FICA tax and other purposes.
Published on August 31, 2012

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