Estate Planning Generic Checklist - 2005
This is a 2005 estate tax generic checklist. It covers items such as if you obtained everything you need to prepare your estate plan. Here is a quick checklist to get things started.
Published on September 23, 2012
Uncertain Tax Position FAQs Posted
The IRS has posted a series of questions and answers (FAQs) about the new requirement for large corporations to report their uncertain tax positions.
Published on March 24, 2011
Loss of Spouse Checklist
...steps that should be taken when a spouse has passed away. Immediate actions to take, ways to get organized, papers and forms to gather and review, as well as insurance and tax considerations are all included
Published on February 17, 2010
November 22, 2011 Webinar on Estate Planning in Depth
This is the November 22, 2011 AICPA webinar on estate planning in depth.
Published on December 22, 2011
IRS Releases Final Schedule UTP, Incorporates Changes
In two announcements, the IRS unveiled a number of significant changes to its plan to require certain business taxpayers to report uncertain tax positions on their tax returns and issued a final version of Schedule UTP.
Published on January 28, 2011
Financial & Estate Planning What Should Your Clients Do Now
In this web seminar, you will learn about the multitude of issues you should consider in the following areas of planning regardless of the uncertain political, economic and tax picture we currently face.
Published on January 09, 2011
Where to Disclose Form 8938 and / or FBAR
This table helps one identify which foreign financial assets and accounts must be disclosed on: 1) Form 8938, Statement of Specified Foreign Financial Assets; 2) Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts (commonly referred to as FBAR); or, 3) both. The table is based on information and guidance available as
Published on January 27, 2012
New for 2011 - Informational Reporting Required of Specified Foreign Assets
One of the new reporting requirements created by the Act (IRC section 6038D) is about to kick in. Are you ready for Form 8938, Statement on Specified Foreign Financial Assets? It applies for 2011.
Published on March 15, 2012
Where to Disclose Form 8938 and/or FBAR - 2011 Filings
This table helps one identify which foreign financial assets and accounts must be disclosed for 2011 on: 1) Form 8938, Statement of Specified Foreign Financial Assets; 2) Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts (commonly referred to as FBAR); or, 3) both. The table is based
Published on April 23, 2013
Corporate Equity Reduction Transaction Guidance Issued
The IRS issued proposed regulations governing the availability of NOL deductions that are attributable to corporate equity reduction transactions.
Published on September 17, 2012