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    Checklist for Determining Whether Trusts Qualify As S Corporation Shareholders

    Checklist There are several types of trusts that are statutorily permitted to own stock in an S corporation. This practice aid includes checklists, flowcharts, sample forms and primary material to help the practitioner competently and confidently advise their S corporation clients that utilize trusts as part of the shareholder structure
    Published on October 05, 2011

    Checklists for Estates and Trusts - 2011

    Practice Aid This page has checklists for trusts and estates for the 2011 tax year
    Published on September 10, 2012

    Checklists - Estate and Trust - 2012

    Checklist This page contains estate, gift, GST, and trust tax checklists to assist with preparing these tax returns
    Published on February 11, 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 for Providing Written Tax Advice under Circular 230 (2005)

    Checklist 2005. Checklist to help determine if: (1) the advice you are giving falls within the definition of a "covered opinion"; (2) you should be include disclaimer language with you advice; and...
    Published on August 24, 2010

    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

    Charitable Contribution Checklist

    Practice Aid Checklist to assist in documenting charitable contributions
    Published on February 21, 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

    2005 Checklist for Accountability

    Tools Take the ""Accountability Challenge""! This checklist and quiz produced by Independent Sector is designed to help exempt organizations understand requirements for accountability and strengthen their transparency and governance
    Published on April 09, 2013

    Post-Mortem Checklist for S Corporation Shareholders

    Checklist This checklist asks 24 questions to help practitioners think through various planning options and requirements for the year of death of S corporation shareholders and for the estate that includes S...
    Published on February 18, 2010

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