Explore these tax planning ideas in the
AdvanceCPA Tax Planning Tools
Comprehensive Topics
A Guide to Implementation of Extended Tax Services
Conflict of Interest Waiver Template
NEW!! Emergency Economic Stabilization Act of 2008 Client Letter & Summary
NEW!! Sample Arrangement Letters
NEW!! Section 7216 Consent Waivers
Accounting Periods and Methods
1031 Exchange for Personal Property
1031 Exchange for Real Property
Accrual of Employment Taxes at Year-End
Accrual of Employment Taxes on Year-End Vacation and Bonus Pay
Accrual to Cash Accounting Method for Companies with >$10MM in Gross Receipts
Accrual to Cash Option for Qualifying Small Businesses
Advance Payment for Goods
Advance Payment for Services
Auto Dealer LIFO Strategy
Capitalization of Environmental Remediation Costs
Capitalization Regulations – List of Items Qualifying for 12-Month Rule
Change from Percentage of Completion Method for Small Contractors
Contribution to Capital
Deducting Prepaid Expenses
Deduction of Package Design Costs
Energy Bill Provides Credit for Alternative Fuel Sellers and Users
IBNR (Incurred But Not Reported) Medical Claims
Income Deferral Using Contractor Retainages
LIFO Inventory Benefit Analysis
Opportunity to Deduct Capitalized Internally Developed Software Costs
Section 179D Green Building Deduction
Strategy to Change from LIFO to FIFO for Inventory Valuation
Sub-Normal Goods Analysis
Audit Support
Assisting Clients with the IRS QETP Initiative Idea
IRS Examinations Process Manual
IRS Appeals Process Manual
Corporations
§338 Election on Sub S Purchase
C Corporation Tax Workpapers Template
C to S Corporation Analyzer
E&P Study
Foreign Bank Account Reporting Manual
Permanent File Index – Corporations
Redemption Strategies Involving S Corporations
Reviewing Buy/Sell Agreements
Section 179 vs. Depreciate Calculator
Credits & Deductions
Domestic Manufacturers Deduction (updated for final regulations)
Research and Development Credit Studies
Safe Harbor Method for Rotable Spare Parts
Section 45B Credit for Food & Beverage Industry Employers
WOTC Jobs Credit Study
Estate and Gift
Basic Estate Planning Manual
Charitable Lead Trust
Charitable Remainder Trust
Conservation Easement
Estate Tax Estimator
FLP Appeals Settlement Guidelines
GRAT – Grantor Retained Annuity Trust
IDGT – Intentionally Defective Grantor Trust
Irrevocable Life Insurance Trust (ILIT)
Private Annuity
QPRT – Qualified Personal Residence Trust
Individual & Pass-Throughs
AAA/Retained Earnings Reconciliation
Demutualization Income for Insurance Policyholders
Economic Stimulus Act Filing Requirements
Election for Husband & Wife Unincorporated Business Idea
Federal Disaster Declaration Process Manual
Florida Safe Home Payments
Hedging Transactions under Section 1221 Idea
Hobby Loss Checklist
Home Mortgage Foreclosure Debt Forgiveness
Housing Assistance Act of 2008 Client Letter & Summary
NEW!! ISO AMT Liability Collection Suspended at IRS Client Letter
Late S Corp Election Request Letter
Partnership Tax Workpapers Template
Payroll Bonus Gross Up Calculator
Permanent File Index – Individuals, Trusts & Pass-Throughs
Planning for a Roth IRA Conversion
Recession Planning Tool Idea
S Corporation Tax Workpapers Template
Saver’s Credit for Low to Moderate Income Levels
Veteran’s Compensated Work Therapy Program
Zero Percent Capital Gain Rate
Mergers & Acquisitions
Personal Goodwill Analysis
Purchase Price Allocations in Asset Sales
Tax Due Diligence Manual
Transaction Cost Analysis
State Taxation
Voluntary Disclosure
Tax Exempt Organizations
Form 990-T Disclosure Client Letter
Permanent File Index – Tax Exempt Organizations
Section 403(b) Plan Changes Client Letter
Unrelated Business Income (UBI) Tax Manual
Last Updated: 11.12.2008