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What’s New in Tax Tools

Check out the What’s New view in each of the databases for the most recent posts. Here is a list of the items added in October and November:

 

Tax Planning Tools
Strategies, Ideas & Manuals

  • Income Tax Treaty Diagnostic Idea
  • Change from Bank Reserve Method Strategy
  • Research and Development Tax Credit Study Strategy Updated
  • Deferring Cancellation of Debt Income in Partnership Idea
  • Inventory Assessment Strategy

 

Coming soon:

  • Inventory Trade Discount Strategy
  • S Corporation Debt Review Strategy
  • Deduction for Bonus Accruals Strategy
  • Intercompany Service Expense Review Idea
  • Applicable High Yield Discount Obligation (AHYDO) Cleanser Idea

 

Tax Practice Policy

The Tax Practice Policy database is updated on a quarterly basis. The last update in September included the following items:

  • Policy 4.06 Reportable & Listed Transactions
    • Changes to thresholds, definitions of ‘covered transaction’
    • Reporting and training requirements updated

 

The next update will be in January of 2010. Check back for a list of updated items.

 

Tax Compliance and Reference
The new items are located in the What’s New view within the database. Highlights from October and November include:

  • Extended NOL Provision Signed into Law
  • Worker Homeownership and Business Act Materials
  • Performance Based Compensation Guidance
  • Arrangement Letters & Terms, Conditions and Limitations for 2009 returns
  • FIN 48 Implementation Tools for C Corporations and Pass Through Entities
  • Employment Tax Audit Program to Begin Soon
  • IRS to Suspend Examination of IRC 263A Auto Dealership Issues
  • Various SALT Alerts
    • CA Enterprise Zone Expanded
    • New Tax for New York
    • WA Out of State Seller’s B&O Exemption
    • VA Releases Guidelines for Tax Amnesty Program

 

The items released have been developed based on input from member requests as well as recent developments in tax. If you have areas you would like to see developed or have questions on any of the tax tools databases, please contact Steve Kampa at steve.kampa@rsmi.com or 651-488-1537.



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