The newest edition of this unique reference shows small business owners how to minimize their tax bite. Tax expert Barbara Weltman explains each business write-off, including special limitations and dollar ceilings, record-keeping requirements, and tax-filing tips.

J.K. Lasser's Tax Deductions for Your Small Business (3rd ed)

BARBARA WELTMAN

Tax Law

Macmillan General* Reference

While many small business owners seek to improve their bottom line, few realize all the ways that tax laws can help them do so. J.K. Lasser's Small Business Taxes 2009 gives you a complete overview of small business tax planning in an accessible manner. Focusing on strategies that help you use deductions and tax credits effectively, shield business income, and maximize other aspects of small business taxes, this valuable guide will show you how your actions in business today can affect your bottom line from a tax perspective tomorrow.

Jk Lasser's Small Business Taxes 2009: Your Complete Guide to a Better Bottom Line

Business & Money

Accounting

wiley

J.K. Lasser's New Rules for Small Business Taxes

John Wiley&Sons

The use of trusts has proliferated in recent years resulting in an increased interest in the fiduciary income tax return. Trusts today are being used not only by the wealthy, but also by middle-class taxpayers who are becoming educated about the advantages of trusts for tax planning and asset protection. They, and the professionals who advise them, need solid understanding of how to handle the complexities of preparing the fiduciary return, Form 1041. CCH's new 1041 Preparation and Planning Guide presents a fundamental review of the rules for federal income taxation of trust and estates and clear guidance on properly preparing the Form 1041. Written by noted tax experts, commentators and educators, Sidney Kess and Barbara Weltman, the Guide's approach is concise and practical. Kess and Weltman provide precise explanation on all the essentials of fiduciary tax return preparation. Legislative and regulatory changes affecting returns, recent IRS rulings and significant court decisions are all reflected and highlighted in place throughout the text in a logical and understandable manner. 1041 Preparation and Planning Guide's presentation is superior -- it flows logically, line-by-line through the return itself; hits all the high points; and uses simple, straightforward and easy-to-understand language. It's format and organization is easy to use and easy to read, with large type and forms reproduced in place throughout the chapters. Perfect for staff training or personal refresher, it includes filled-in forms and schedules that illustrate how real-world tax scenarios flow through onto the forms themselves. 1041 Preparation and Planning Guide's covers these areas: * Creation and types of trusts * Filing requirements * Information included in the trust * Fiduciary accounting * Trust income * Deductions * Tax and payments * Completing the 1041 Return * Schedules K-1 and J * Income in respect of a decedent * Advanced planning considerations * Post-mortem planning opportunities 1041 Preparation and Planning Guide's distinctive features include: - "Practice Pointers" throughout highlight special opportunities - "Pitfalls" note critical preparer problem areas to avoid - "Review Questions and Answers" in each chapter reinforce readers' understanding of material presented and improve retention - "Chapter Highlights" sections point out relevant changes and new developments - "Illustrative Examples" demonstrate important points and principles

1041 Preparation and Planning Guide (2006)

Sidney Kess

This is the one readable, yet comprehensive, guide to the tax, financial and estate planning issues faced by today's practitioners who advise individuals, their families and their small business enterprises. Noted authors and tax experts, Sidney Kess and Barbara Weltman, cover a wealth of timely tax planning areas that affect individuals and small businesses based on their decades of tax planning research, analysis and practice. This book's clear and practical approach makes the tax planning concepts covered easy to understand. Important tax developments from the Tax Increase Prevention and Reconciliation Act of 2006, Energy Tax Incentives Act of 2005, the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005, new regulations, rulings, cases, and other recent developments are reflected throughout. This book also includes a free companion CD containing more than 50 practice tools. This valuable enhancement includes worksheets, client questionnaires, checklists, sample forms, and much more. Practitioners can easily access and adapt these valuable tools to meet their own practice needs and programs. More than a reference guide, this insightful volume goes beyond simply explaining the related tax rules to making planning a multi-dimensional solution of issues. Tips, warnings, practice pointers, helpful illustrations and charts are peppered throughout to provide guidance in answering client questions and identifying strategies that tax professionals can present to taxpayers. Many of the topics covered include a related client letter to help practitioners communicate important tips and strategies to clients and build fee-generating appointments. Each chapter provides key points and summary reminders for at-a-glance review of core planning concepts discussed. Citations to authority are also generously provided throughout the text to help professional advisers further research areas of interest.

Individuals and Small Business Tax Planning Guide (Fourth Edition)

Taxation

CCH, Inc.

CCH's 1040 Preparation and Planning Guide is the premier professional guide to preparing individual income tax returns--plus you can use the Guide to get valuable CPE credits while preparing for the coming tax return season. It is a product that includes both print and audio; a guide to both tax preparation and planning; and a source for both quick reference and CPE credits. Written by noted tax experts, commentators and educators, Sidney Kess and Barbara Weltman, 1040 Preparation and Planning Guide's approach is concise and practical. These skilled authors provide precise guidance on all the essentials of individual tax return preparation. Practitioners can go into the tax season knowing they are prepared for the rigors of 1040 preparation--feeling confident that they know what's new and that they have a good grasp of the fundamentals. Legislative and regulatory changes affecting returns, recent IRS rulings and significant court decisions are all reflected and highlighted in place throughout the text in a logical and understandable manner. As an added bonus, a podcast, which updates preparers on the new tax law highlights for the year is also available. Changes affecting key areas like tax rates and refunds, IRAs, education tax incentives, treatment of dividends, adoption expenses, child care credit, and dozens of other "bread and butter" areas are also highlighted and explained throughout the text. New complicated provisions are presented in more detail, so preparers can readily see and understand them in the context of the 1040 form itself. The authors also include special notice of important new changes that need to be considered in setting new tax planning strategies with clients. 1040 Preparation and Planning Guide's presentation is superior--it flows logically, line-by-line through the return itself; hits all the high points; and uses simple, straightforward and easy-to-understand language. It's format and organization is easy to use and easy to read, with large type and forms reproduced in place throughout the chapters. Many of the forms and schedules included are filled-in, so users can see how real-world tax scenarios flow through onto the forms themselves. 1040 Preparation and Planning Guide's distinctive features include: - emphasis on return preparation principles - "Practice Pointers" throughout highlight special opportunities - "Pitfalls" note critical preparer problem areas to avoid - "Review Questions and Answers" in each chapter reinforce readers' understanding of material presented and improve retention - "Chapter Highlights" sections point out relevant changes and new developments - "Illustrative Examples" demonstrate important points and principles - Audio update can be downloaded and used in your car, home or office to help practitioners get quickly up-to-date on significant new developments affecting individuals - CPE component offers an efficient way to get continuing education on an important and relevant topic CCH's 1040 Preparation and Planning Guide is ideal for staff training by accounting firms, tax preparation firms and anyone who needs updated, comprehensive training in completing 1040 tax returns.

1040 Preparation and Planning Guide (2008)

The use of trusts has proliferated in recent years resulting in an increased interest in the fiduciary income tax return. Trusts today are being used not only by the wealthy, but also by middle-class taxpayers who are becoming educated about the advantages of trusts for tax planning and asset protection. They, and the professionals who advise them, need solid understanding of how to handle the complexities of preparing the fiduciary return, Form 1041. This is especially true now, because as the number of estates subject to filing estate tax returns has shrunk in recent years the IRS has turned its attention toward Form 1041 and is now training auditors to focus on problems the IRS believes will generate huge dollars in this area. CCH's new 1041 Preparation and Planning Guide presents a fundamental review of the rules for federal income taxation of trust and estates and clear guidance on properly preparing the Form 1041. Written by noted tax experts, commentators and educators, Sidney Kess and Barbara Weltman, the Guide's approach is concise and practical. Kess and Weltman provide precise explanation on all the essentials of fiduciary tax return preparation. Legislative and regulatory changes affecting returns, recent IRS rulings and significant court decisions are all reflected and highlighted in place throughout the text in a logical and understandable manner. 1041 Preparation and Planning Guide's presentation is superior -- it flows logically, line-by-line through the return itself; hits all the high points; and uses simple, straightforward and easy-to-understand language. It's format and organization is easy to use and easy to read, with large type and forms reproduced in place throughout the chapters. Perfect for staff training or personal refresher, it includes filled-in forms and schedules that illustrate how real-world tax scenarios flow through onto the forms themselves.

1041 Preparation and Planning Guide 2008

CCH's 1065 Preparation and Planning Guide is the premier professional guide to preparing Partnership and LLC income tax returns -- plus you can use the Guide to get valuable CPE credits* while preparing for the coming tax return season. It is a product that includes both print text and a convenient audio tax update; a guide to both tax preparation and planning; and a source for both quick reference and CPE credits. Written by noted tax experts, commentators and educators, Sidney Kess and Barbara Weltman, 1065 Preparation and Planning Guide's approach is concise and practical. These skilled authors provide precise guidance on all the essentials of partnership tax return preparation. Practitioners can go into the tax season knowing they are prepared for the rigors of 1065 preparation -- feeling confident that they know what's new and that they have a good grasp of the fundamentals. Legislative and regulatory changes affecting returns, recent IRS rulings and significant court decisions are all reflected and highlighted in place throughout the text in a logical and understandable manner. As an added bonus, a podcast, which updates preparers on the new tax law highlights for the year affecting passthrough returns is also available. Changes affecting key areas like trade or business income, deductions, self-employment income, credits and credit recapture, distributions, sale of a partnership interest and terminations of a partnership are also highlighted and explained throughout the text. New complicated provisions are presented in more detail, so preparers can readily see and understand them in the context of the 1065 form itself. The authors also include special notice of important new changes that need to be considered in setting new tax planning strategies with clients. 1065 Preparation and Planning Guide's presentation is superior -- it flows logically, line-by-line through the return itself; hits all the high points; and uses simple, straightforward and easy-to-understand language. It's format and organization is easy to use and easy to read, with large type and forms reproduced in place throughout the chapters. Perfect for staff training or personal refresher, it includes filled-in forms and schedules that illustrate how real-world tax scenarios flow through onto the forms themselves.

1065 Preparation and Planning Guide (2008)

Today there is an air of uncertainty about federal estate and gift taxes. Changes set into motion by the Economic Growth and Tax Relief Reconciliation Act of 2001 continue to be phased in. At the same time, there have been repeated efforts to win complete repeal of the federal estate tax. There is a continued need to understand the rules for the federal estate and gift tax returns, as many individuals continue to be obligated to file them. While increasing exemption amounts are designed to allow individuals to pass on more of their wealth tax free when they die, many are still subject to estate tax, because they own more property than ever due to a strong housing market, increased participation by workers in qualified retirement plans, and other factors. Additionally, lifetime transfers may be subject to gift tax. Consequently, it remains essential to understand the current rules for when and how to complete returns for estates (Form 706) and for gifts (Form 709). CCH's 706/709 Preparation and Planning Guide presents a fundamental review of the rules for federal estate and gift taxation, and clear guidance on properly preparing Forms 706 and 709. Written by noted tax experts, commentators and educators, Sidney Kess and Barbara Weltman, the Guide's approach is concise and practical. Kess and Weltman provide precise explanation on all the essentials of estate and gift tax return preparation. Legislative and regulatory changes affecting returns, recent IRS rulings and significant court decisions are all reflected and highlighted in place throughout the text in a logical and understandable manner. 706/709 Preparation and Planning Guide's presentation flows logically, line-by-line through the return itself; hits all the high points; and uses simple, straightforward and easy-to-understand language. It's format and organization is easy to use and easy to read, with large type and forms reproduced in place throughout the chapters. Perfect for staff training or personal refresher, it includes sample filled-in forms and schedules that illustrate how real-world tax scenarios flow through onto the forms themselves. 706/709 Preparation and Planning Guide covers these topics: * Filing requirements * Special-use valuation * Reporting of stocks and bonds * Jointly-owned property * Transfers taking effect at death * Retirement plan benefits and IRAs * Deductions for funeral expenses and expenses in administering property subject to claims * Marital deduction * Charitable gifts and bequests * QTIP elections * Credits: unified, foreign, state death taxes and prior transfers * Generation-skipping transfer taxes * Paying estate taxes in installments * Determining whether transfers are subject to gift tax * Completing the gift tax return

706/709 Preparation and Planning Guide (2008-2009)

CCH's 1040 Preparation and Planning Guide is the premier professional guide to preparing individual income tax returns--plus you can use the Guide to get valuable CPE credits* while preparing for the coming tax return season. It is a product that includes both print and audio; a guide to both tax preparation and planning; and a source for both quick reference and CPE credits. Written by noted tax experts, commentators and educators, Sidney Kess and Barbara Weltman, 1040 Preparation and Planning Guide's approach is concise and practical. These skilled authors provide precise guidance on all the essentials of individual tax return preparation. Practitioners can go into the tax season knowing they are prepared for the rigors of 1040 preparation--feeling confident that they know what's new and that they have a good grasp of the fundamentals. Legislative and regulatory changes affecting returns, recent IRS rulings and significant court decisions are all reflected and highlighted in place throughout the text in a logical and understandable manner. As an added bonus, a podcast, which updates preparers on the new tax law highlights for the year is also available. Changes affecting key areas like tax rates and refunds, IRAs, education tax incentives, treatment of dividends, adoption expenses, child care credit, and dozens of other "bread and butter" areas are also highlighted and explained throughout the text. New complicated provisions are presented in more detail, so preparers can readily see and understand them in the context of the 1040 form itself. The authors also include special notice of important new changes that need to be considered in setting new tax planning strategies with clients. 1040 Preparation and Planning Guide's presentation is superior--it flows logically, line-by-line through the return itself; hits all the high points; and uses simple, straightforward and easy-to-understand language. It's format and organization is easy to use and easy to read, with large type and forms reproduced in place throughout the chapters. Many of the forms and schedules included are filled-in, so users can see how real-world tax scenarios flow through onto the forms themselves. 1040 Preparation and Planning Guide's distinctive features include: - emphasis on return preparation principles - Practice Pointers throughout highlight special opportunities - Pitfalls note critical preparer problem areas to avoid - Review Questions and Answers in each chapter reinforce readers' understanding of material presented and improve retention - Chapter Highlights sections point out relevant changes and new developments - Illustrative Examples demonstrate important points and principles - Audio update can be downloaded and used in your car, home or office to help practitioners get quickly up-to-date on significant new developments affecting individuals - CPE component offers an efficient way to get continuing education on an important and relevant topic CCH's 1040 Preparation and Planning Guide is ideal for staff training by accounting firms, tax preparation firms and anyone who needs updated, comprehensive training in completing 1040 tax returns.

1040 Preparation and Planning Guide (2009) (Preparation and Planning Guides)

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