Series Overview: Saving time, especially during tax season, is important! Tax professionals who use TheTaxBook will find information fast, with well-written and easy-to-understand explanations and examples…saving them time and money.
- PRODUCTS AVAILABLE
- Deluxe Edition
- Deluxe Edition Plus
- 1040 Edition
- 1040 Edition Plus
- Small Business Edition
- All States Edition
- Planning Strategies
- What's New In-Depth NEW!
- TheTaxBook CD
- TheTaxBook Binder
- SERIES INFORMATION
- Watch Video Overview
- Compare Editions
- Content Features
- TheTaxBook Update Service
- REASONS TO ORDER
- Save Time During Tax Season
- Fast-Answer Format
- #1 Book on the Market
- No-Risk Satisfaction Guarantee
- Guaranteed to Be Accurate
Price: $47 $37
This item qualifies for Quantity Discounts. Details
Early Bird pricing, in red, valid through 7/18
Start Ship Date: 10/15/2012
Ships first in, first out
Add value to client engagements…help your clients reduce their tax liability!
BOOK OVERVIEW
Detailed examples of how to implement tax planning strategies to add value to client engagements. Reducing tax liability increases customer loyalty and referrals!
CONTENT HIGHLIGHTS
Tab 1, Investments
- Tax-Exempt Bond Investing
- Tax-Efficient Mutual Fund Investing
- Investments That Help Reduce Taxable Social Security Benefits
- Nonqualified Annuities
- and more…
Tab 2, Saving for College
- Transfers to Children
- 529 Plans and ESAs
- Saving for College Using IRAs
- U.S. Government Savings Bonds
- and more…
Tab 3, Charitable Contributions
- Volunteer Expenses for Charity
- Turning Charitable Contributions Into Advertising Expenses
- Charitable Contributions of IRA Distributions
- Charitable Remainder Trusts
- and more…
Tab 4, Marriage and Divorce
- Divorced or Separated Parents
- Married Filing Separate Tax Planning
- Filing Status for Separated Couples
- Planning Around the Marriage Penalty
- and more…
Tab 5, Home Ownership and Real Estate
- Buy or Rent
- Points
- Does it Make Sense to Refinance?
- Reverse Mortgages
- and more…
Tab 6, Job Related
- Employee Business Expenses
- Commuting Expenses
- Use of Accountable Plans
- Home Office Expenses of Shareholder-Employees
- and more…
Tab 7, Family Businesses
- Hire Your Children
- Hire Your Spouse
- Real Estate Transfer to Family Limited Partnership
- Home Office Tax Benefits
- and more…
Tab 8, Small Business
- Funding a Buy-Sell Agreement
- Deducting an Improvement as a Repair
- Business Expenses Paid With Personal Funds
- How to Turn a Vacation into a Business Deduction
- and more…
Tab 9, Business Entities
- Business Entity Pros and Cons
- Sale of Interest in a Corporation
- S Corporations and Self-Employment Tax
- Fiscal Year Reporting
- and more…
Tab 10, Employee Benefits
- Employee Fringe Benefits
- Meals and Lodging
- Health Savings Accounts
- Employee Stock Options
- and more…
Tab 11, Saving for Retirement
- Qualified Retirement Plans
- IRAs, SEPs, and SIMPLE Plans
- Safe Harbor and Solo 401(k) Plans
- Roth IRAs vs. Traditional IRAs
- and more…
Tab 12, Estates and Trusts
- Who Needs a Will?
- Planning for Incapacity
- Make Gifts to Reduce Estate Tax
- Think Twice Before Giving—Medicaid Eligibility and Capital Gains
- and more…
Tab 13, Lifestyle
- Does It Pay to Work After Retirement?
- Going Green Can Save Taxes
- Move to a No-Tax State
- Work in a Foreign Country
- and more…
Tab 14, End of Year Planning
- End-of-Year Planning Checklist
