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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

    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 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

    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

    Charitable Contribution Checklist

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

    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 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

    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 22100A Part A Supplemental Checklist for Review of Single Audit Act/A-133 Engagements (For Financial Statements Wit...

    Checklist This checklist was developed for use by reviewers of audits of entities receiving federal government awards or grants that require audits under the Single Audit Amendments Act of 1996, as amended...
    Published on December 31, 2013

    2014 22110 Supplemental Checklist for Review of Audit Engagements

    Checklist Supplemental Checklist for Review of Audit Engagements Performed in Accordance With Government Auditing Standards (Yellow Book) July 2007 Revision
    Published on March 31, 2014

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