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    Checklist to Determine if a Trust is a Valid S Corporation Shareholder

    Practice Aid This AICPA practice aid contains a checklist, flowcharts, sample letters, an ESBT-S Portion calculation worksheet, and key primary materials related to the various trusts that can qualify as S corporation shareholders. The goal is to...
    Published on April 12, 2012

    Charitable Contribution Checklist

    Practice Aid Checklist to assist in documenting charitable contributions
    Published on February 20, 2013

    Checklist of Estate Planning Opportunities in 2011 and 2012

    Checklist This is a checklist of estate planning opportunities to consider in 2011 and 2012
    Published on April 17, 2012

    Estate Planning Checklist for Parents

    Checklist Checklist for Estate Planning for Parents, which includes a list of tools to consider in the process and terms to know. Some examples include wills, power of attorney, beneficiary, trustee...
    Published on April 26, 2013

    Checklist for Practice Sale

    Checklist In order to assist you in putting together your sales plan, we have organized some of the concepts we covered in this material into a “Sale Checklist
    Published on March 13, 2013

    Checklist to Determine if a Trust is a Valid S Corporation Shareholder

    Practice Aid This AICPA practice aid contains a checklist, flowcharts, sample letters, an ESBT-S Portion calculation worksheet, and key primary materials related to the various trusts that can qualify as S corporation shareholders. The goal is to...
    Published on April 13, 2012

    Checklist for 2008 State Corporation Income Tax Return

    Checklist The 2008 checklist for state corporation income tax returns provided by the Tax Practice Guides Task Force. The Word format allows you to easily modify the files to suit your needs
    Published on April 30, 2013

    Estate Planning

    Toolkit Checklist for Estate Planning, which includes a list of tools to consider in the process and terms to know. Some examples include wills, power of attorney, beneficiary, trustee, principal, and...
    Published on October 26, 2005

    2014 22070 Supplemental Checklist for Review of Engagements of Health Care Entities

    Checklist The Supplemental Checklist for Review of Engagements of Health Care Entities was developed for use by reviewers of engagements of health care entities. It should be used in conjunction with the Not...
    Published on March 31, 2014

    Supplemental Checklist for Review of Common Interest Realty Associations for 2011

    Checklist This supplemental checklist was developed for use by reviewers of Common Interest Realty Associations (CIRAs) engagements. It should be used in conjunction with either the Not-for-Profit Audit Engagement Checklist or...
    Published on April 05, 2013

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