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    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

    SSPFPS Checklist Documentation

    Checklist Use these checklists to assist in compliance with SSPFPS and to improve workflow
    Published on January 16, 2014

    SSPFPS Checklist Pre-Engagement

    Checklist Use these checklists to assist in compliance with SSPFPS and to improve workflow
    Published on January 16, 2014

    3.8% Healthcare Surtax Checklist for Estates and Trusts

    Checklist Use this checklist to address 3.8% Medicare surtax issues and planning strategies for trusts and estates
    Published on January 29, 2014

    3.8% Healthcare Surtax Checklist for Individuals

    Checklist Use this checklist to address 3.8% Medicare surtax issues and planning strategies for individuals
    Published on January 29, 2014

    Post-Engagement Checklist

    Checklist Use these checklists to assist in compliance with SSPFPS and to improve workflow
    Published on February 21, 2014

    Medicare Surtax Checklist - Individuals

    Tools Updated Medicare Surtax Checklist for Individuals
    Published on January 27, 2014

    Post-Mortem Administration Checklist for the CPA Financial Planner

    Article There’s no avoiding the inevitable; learn how to deal with the complex tax issues surrounding mortality and estate planning issues for future generations.
    Published on August 14, 2014

    Analysis of a Tax Return for Personal Financial Planning

    Checklist Use this checklist developed by leading CPA financial planners to find planning opportunities in your tax practice
    Published on June 18, 2013

    Personal Financial Outlook

    Checklist Use this checklist as a starting point to summarize a client’s financial situation and identify important issues and opportunities for planning
    Published on April 21, 2014

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