Tax Planning Opportunities After ATRA: Tools, Tips, and Tactics
Financial – and particularly estate – planning has changed dramatically as a result of ATRA, the “Fiscal Cliff” legislation. Practitioners must now take a step back, and look at the whole tax, retirement and estate planning picture, and reevaluate how it will affect their clients and families.
2014 Cumulative Tax Guide
New tax laws and regulations are covered in over 600 pages of easy-to-use, indexed explanations and analysis, allowing you to zero in on the information that you need. Categorized by title, topic, and Code section, all of this information is presented in one reference source that you can search electronically, with hyperlinks to connect you directly to the cited source documents.
Tax Rate Evaluator: A Graphical Calculator for Tax Planning After ATRA
These Excel-based calculators will enable you to help your clients navigate the “new normal” of retirement and estate planning. With the enactment of the American Taxpayer Relief Act (ATRA), America has suddenly shifted from a two-dimensional to a four-dimensional tax system.
Tax Research Techniques provides a working knowledge of the methodology of implementation-based tax research. Drawing on the latest developments in online research, the authors reveal how to ask the right questions, organize the facts, locate and assess pertinent authority, and clearly communicate research findings.
This lively, stimulating look at tax saving and tax planning tips and techniques is prized by clients interested in the impact of the latest IRS rulings, tax developments, and tax planning strategies.