2013-01-25TaxEalert Court Strikes Down RTRP program, New Sec. 7216 Guidance, IRS 2013 Inflation Adjustments, New Simplif...
In this issue Court Strikes Down RTRP program, New Sec 7216 Guidance, IRS 2013 Inflation Adjustments, New Simplified Home Office Rules, Proposed Regs on Health Insurance "Play or Pay" Rules, ATRA Changes to Monthly Transit Benefits and more..
Published on April 11, 2014
2/8/2013 Tax E-Alert Revised 2012 Form 8949, Word and PDF Tax Checklist Available Now, Free Webinar Archives, New Health...
Tax E-Alert Newsletter for 2/8/13. In this issue: Revised 2012 Form 8949, Word and PDF Tax Checklists Available Now, Free Webinar Archives, New Healthcare Reform Guidance and more...
Published on February 08, 2013
1/11/13 Tax E-Alert Special fiscal cliff legislation resources, IRS announces filing season start date, Estate & Gift Ta...
01/11/13 Tax E-Alert Newsletter: Special fiscal cliff legislation resources, IRS announces filing season "start "date," Estate & Gift Tax "fix" included in ATRA, Extension of FBAR due date and more...
Published on April 05, 2013
Sample Client Letter for Surviving Spouses Needing to File Estate Tax Return to Elect Portability
...clients who are surviving spouses of individuals who died in 2011 or 2012. It discusses the portability of the estate tax exemption, a recent provision in the law that may save the family from paying significant gift and estate taxes in the
Published on January 08, 2014
Using Family Partnerships and Refuting IRS Challenges
This is an article highlighting the AICPA's position concerning the legitimate use of family partnerships. In particular, the AICPA takes exception with the IRS's refusal to recognize for transfer tax purposes the validity of many family partnership's under examination
Published on September 05, 2012
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
Tools and Aids
Tools, aids, and checklists related to tax, business succession, and estate and gift taxation.
Published on April 10, 2014
AICPA Tax Policy and Tax Reform Materials
The AICPA has a longstanding tradition of advocating for sound tax policy. In that regard, the AICPA has developed four tax policy concept statements and published material on fundamental tax reform, as well as on reform of the social security system. In addition, the AICPA has submitted testimony and written
Published on December 05, 2013
President Proposes 3-Year AMT Patch, Partial Relief on 1099s, Crackdown on Misclassification
President Barack Obama released his proposed budget for fiscal 2012, containing several tax proposals.
Published on February 16, 2011
Government Shutdown, Debt Ceiling Deal Includes One Tax Provision
Wednesday’s deal to fund the federal government through Jan. 15 and to extend the federal government’s borrowing authority through Feb. 7 in the end contained only one tax provision, making a minor change to 2010’s health care legislation.
Published on October 17, 2013