Social Security Presentation
This is a presentation on Social Security: Where it's Been, Where it is, What You Should Know - by Ted Sarenski for the AICPA National Tax Conference - November 2011
Published on April 17, 2012
Understanding Social Security Reform The Issues and Alternatives (2005)
March 2005. Policymakers and the public need to have a clear understanding of the issues involved in reforming Social Security and the far-reaching impact reform will have. By providing unbiased facts and analysis, this study serves as a basis for an informed discussion of reform of the Social...
Published on April 28, 2010
AICPA Tax Policy and Tax Reform Materials
...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 April 17, 2013
Unfunded Non-Qualified Deferred Compensation - Business Succession Guide - 2003
This is a 2003 presentation discussing the benefits of unfunded non-qualified deferred compensation plans for small business owner. The tool has significant potential as it saves: payroll taxes, Social Security benefits, income taxes, gift taxes, and estate taxes all at the same time
Published on September 13, 2012
Tax Reform Studies
The AICPA Tax Section's Mission Statement includes advocating for good tax policy as one of its goals. In furtherance of that goal, the AICPA issues comprehensive and balanced studies on tax reform issues. The AICPA does not take positions in these studi
Published on September 14, 2012
Loss of Spouse Checklist
The ""Loss of Spouse"" checklist provides a informative questionnaire and review of steps that should be taken when a spouse has passed away. Immediate actions to take, ways to get organized, papers and forms to gather and review, as well as insurance and tax considerations are all included.
Published on February 17, 2010
Retirement Planning Webinar
This is the 8/10/11 AICPA webinar on retirement planning strategies for Boomers.
Published on October 10, 2011
October 19 Webinar Top Reasons Why Your Individual Clients Should be Seeking Your Advice on Financial and Estate Plannin...
This is the AICPA webinar on estate planning for financial planners held on October 19, 2011.
Published on April 23, 2013