Individuals and Small Business Tax Planning Guide

Front Cover
Comprehensive guide to financial, tax, and estate planning issues faced by today's practitioners in our changing economic environment.
 

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Contents

Tax Planning for Children
3
Tax Planning for Losing and Finding a
9
Innocent Spouse Rules
21
TaxWise Ways of Handling Medical Expenses
27
Selling a Home
33
Taking Advantage of Incentives for Higher Education
39
Disabled Individuals
53
Using Tax Breaks for Energy Conservation
65
Strategies for Payroll Taxes
243
Employee Versus Independent Contractor
253
Travel and Entertainment Expenses
259
Tax Implications of Complying with Federal
265
Business Tax Credits
271
Getting Advice and Guidance from the
281
Strategies for Paying Taxes
287
MidYear and YearEnd Tax Planning
295

Making Mutual Fund Investments
73
Certain Investment Products
81
Using Life Insurance Trusts
87
Sophisticated Charitable Giving
93
Dealing with the Passive Activity Loss Rules
103
Using Roth IRAs
113
401k Plans from the Employer and Employee Perspectives
125
Retirement Plan Options for the SelfEmployed
137
Form 5305SEPSimplified Employee PensionIndividual
141
SIMPLE Plans
145
Planning for Distributions from IRAs and Retirement Plans
153
Decisions on Qualified Retirement Plans and IRAs on Death
163
Using Family Limited Partnerships
169
Employee Benefits for Small Businesses
177
Fringe Benefits
183
Flexible Spending Arrangements FSAs
193
Choice of Business Organization
201
S Corporations
207
Limited Liability Companies
219
Incorporating a New or Existing Business Under
225
Writing Off StartUp Costs or Expenditures
231
Using Installment Sales
301
Handling Interest on Underpayments and Overpayments
309
Avoiding Tax Penalties
317
Valuation Issue
325
Tax Implications for Financially Troubled Individuals
333
Alternative Minimun Tax Planning
339
Practice Tools
345
Life Insurance Action Letter 10210
397
Chapter 14Client Letter One 10260
403
Chapter 15Client Letter One 10300
413
Retirement Planning Data Summary Worksheet 10330
419
Retirement Income Equivalent of PreRetirement Income 10370
425
Chapter 23Client Letter 10420
431
Chapter 30Client Letter 10450
437
Form W4VVoluntary Withholding Request 10480
444
Form 1127Application for Extension of Time for Payment
452
Retirement Accounts Contribution Agreement
462
Form 8822Change of Address
477
Form 8910Alternative Motor Vehicle Credit
491
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