Hot Topics

1035 Exchanges of Life Insurance and Annuities
Advisors Liable in Estate Administration Case
Changes to S-Corp Redemption Buy & Sell Agreements
Top Ten Errors in Filed Tax Returns
Who Actually Pays Taxes - Office of Public Affairs

Newsletter Archives

Educational Funding Changes For 2003
Short Take 1-23-03 Qualified and IRA Facts and Limits
Short Take 10-9-02 Charities and IRAs May Indeed Mix
Short Take 3-13-03 Defined Benefit Plans, Settlement Options
Short Take 4-11-03-Qualified Annuity Death Benefit
Short Take 4-2-03-Taxation of DI Benefits, CARE ACT
Short Take 7-21-03 Part II 419A(f)(6) Final Reg
Short Takes 10-24-02 Qualified Plan 2003 Limits
Short Takes 11-14-02 1035 Exchanges Rev
Short Takes - 1-23-03 IRA Q&A
Short Takes - 2-5-03 Qualified Transfers
Short Takes 5-12-03
Short Takes - 9-13-02 - Assignment of Sole Prop Income to Corporation
Short Takes - 9-16-02 -Estate Administrative Expenses
Short Takes 9-24-02 Life Insurance Attachment-Distribution of Life Insurance in Qualified Plans
Short Takes 10-2-03-Life Insurance Inclusion Part II
Short Takes 10-23-02 Qualified Plans & Statutory Employees
Short Takes 10-28-04 Job Creation Act of 2004
Short Takes 10-30-03-Simple IRA Rollovers
Short Takes 10-3-02 Charitable Self Dealing & S-Corporation Wage Issues
Short Takes 10-31-02 -Tax ScamsGifting to an ILIT
Short Takes 11-14-02 -1035 Exchanges Rev
Short Takes 11-15-03 Year End Tax Planning - 2004 Qualified Plan Limitation Figures
Short Takes 11-19-04 - Tax Schemes
Short Takes 11-19-04
Short Takes 11-23-02
Short Takes 11-5-04 - Assets Included in Estate
Short Takes 12-15-04 - Social Security Limits 2005
Short Takes 1-30-05 - Shareholder-Employee RMD
Short Takes 2-1-04 - Tax Changes for 2004
Short Takes 2-15-04 412(i) Regs, Life Insurance Loans, Sec 79
Short Takes 3-03-03 - Medical Tort Reform
Short Takes 3-15-04 S-Corp B &S - FLP
Short Takes 3-25-03 - Tax History & Step-up Basis Annuities
Short Takes 3-31-04 - HSA, Qualified Plan Limits, Corporate Veil Piercing, Who Pays Taxes
Short Takes 4-15-04 Short Takes 4-15-04 Pension Rates - Simple IRA Catch-up Matching
Short Takes 4-17-03 -- LLC Not Limited
Short Takes 4-21-03-Charitable Gift Annuities
Short Takes 4-7-03 IRS Compliance - Qualified Plan Distrib…
Short Takes 5-1-04 M&E Rules, IRA Rollover Waivers
Short Takes 5-15-04 HSA - Step-up, Court Rulings
Short Takes 5-26-03-JGTRRA - Business
Short Takes 5-5-03-419A(f)(5)
Short Takes 6-1-04 - History of Social Security
Short Takes 6-16-03-Dividend Tax Reduction
Short Takes 6-2-03-412(i) and JGTRRA of 2003
Short Takes 7-1-04 Selling S-Corporations
Short Takes 7-14-03 Life Insurance in C-Corps & Part I 419
Short Takes 7-21-03 - Part II 419A(f)(6) Regualtion
Short Takes 7-28-03-IRA Trust Bene
Short Takes 7-7-03-Fraudulent Transfers
Short Takes 8-1-04 - TD 9144 Incentive Stock Options
Short Takes 8-11-03 Premium Financing
Short Takes 9-15-03 IRA Trustee Requirements - Life Insurance Ownership
Tax Blast!!!!!!!!!! 10-4-02 - Rev Ruling 2002-62