Tab 1: Tables, Worksheet, and Handouts
Quick Facts Data Sheet, Tax Worksheets, Client Handouts.
Tab 2: Form 1040 Roadmap
Using Form 1040 as a Planning Roadmap.
Tab 3: Residences and Vacation Homes
Excluding Gain on Sale, Vacation Homes, Timeshares, Converting Residence to Rental, Energy Credits for Homeowners.
Tab 4: Sole Proprietors
Choice of Entity, Avoiding Hobby Loss Trap, Minimizing Self-Employment Tax, Maximizing Health Cost Deductions, Deducting Home Office Costs, Employing Family Members, Maximizing Depreciation, Business Use of Autos.
Tab 5: Compensation
Employer Stock Options, Restricted Stock, Nonqualified Deferred Compensation.
Tab 6: Stocks, Bonds and Mutual Funds
Capital Gain Rules, Mutual Fund Investments, Stocks and Options, Bond Transactions, Securities Traders.
Tab 7: Real Estate
Like-Kind Exchanges, Selling Real Property, Depreciating Real Property, Energy Tax Credits.
Tab 8: Children
Tax Planning for Children, IRAs for Children, Employing a Child.
Tab 9: Education
Financial Aid System, Education Tax Incentives, Qualified Tuition Programs.
Tab 10: Divorce
Alimony and Child Support, Property Transfers, QDROs for Qualified Plan Assets.
Tab 11: Charitable Giving
Donating Cash and Property, Donor-Advised Funds, Other Charitable-Giving Vehicles, Substantiating Charitable Donations.
Tab 12: Retirement Plans
Retirement Plans for the Self-Employed, Maximizing IRA Benefits, Choosing Retirement Plan Beneficiaries, Minimum Required Distributions, Accessing Retirement Funds Before Age 59 1/2.
Tab 13: Alternative Minimum Tax
AMT Traps, Saving Deductions.
Tab 14: Elderly
Maximize Medical and Long-Term Care Deductions, Life Insurance Tax Benefits, Decedent's Final Return, Social Security Benefits.
Tab 15: Estate and Gift Tax
Lifetime Giving Strategies, Credit Shelter Trusts, Life Insurance Trusts, Family Limited Partnerships, Pros and Cons of Avoiding Probate, What to Do When a Client Dies, Reviewing Wills.
Tab 16: Index
