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    Showing results 1 - 10 of 1997
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    Checklists

    Checklist 2014 tax checklists that are part of the annual compliance kit
    Published on December 18, 2014

    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 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

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

    Checklist 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 October 02, 2014

    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

    Checklist Checklist to assist in documenting charitable contributions
    Published on October 08, 2014

    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 2015 Medicare Part D Enrollment

    Checklist Use this handy checklist to be sure your clients’ retirement health care prescription plans are correct
    Published on October 07, 2014

    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

    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

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    Showing results 1 – 10 of 1997
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