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
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 - 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 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
Charitable Contribution Checklist
Practice Aid:
Checklist to assist in documenting charitable contributions
Published on February 21, 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
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
Client Termination Checklist as of 03/14/13
Checklist:
Client Termination Checklist as of 03/14/13, recommended to be used in conjunction with the Sample Client Termination Letter
Published on April 01, 2013
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
S Corporation Checklist Section 338(h)(10)
Checklist:
This checklist walks through the process of making an election to treat an actual stock sale (for non-tax purposes) of an S corporation as an asset sale (for federal tax...
Published on May 07, 2013
Mini-Checklist S Corporation Income Tax Return 2010 - Form 1120S
Checklist:
This is the Mini-Checklist S Corporation Income Tax Return 2010 1120S Form in the S Corporation Tax Return Section from the 2010 Tax Practiace Guides and Checklists
Published on May 07, 2013
Carryforward Schedule
Checklist:
This is the carryforward schedule which is part of the engagement letter checklist package
Published on December 27, 2012
Mini Checklist Individual Amended Income Tax Return 2007 - Form 1040X
Checklist:
Access a checklist for the amended individual income tax returns (Form 1040x) provided by the Tax Practice Guides Task Force. The word format allows you to easily modify the files to suit...
Published on May 03, 2013