Printer Friendly
The Free Library
14,735,279 articles and books
Member login
User name  
Password 
 
Join us Forgot password?

Adviser's guide to Tax Planning Strategies for Retirement Savings.


Adviser's Guide to Tax Planning Tax planning

Devising strategies throughout the year in order to minimize tax liability, for example, by choosing a tax filing status that is most beneficial to the taxpayer.
 Strategies for Retirement Savings (No. 091017CPA (Computer Press Association, Landing, NJ) An earlier membership organization founded in 1983 that promoted excellence in computer journalism. Its annual awards honored outstanding examples in print, broadcast and electronic media. The CPA disbanded in 2000. 04). Learn to determine your client's financial needs in retirement and calculate the annual retirement savings necessary to meet those future needs. Derived from the best-selling best·sell·er also best seller  
n.
A product, such as a book, that is among those sold in the largest numbers.



best
 CPE (Customer Premises Equipment) Communications equipment that resides on the customer's premises.

CPE - Customer Premises Equipment
 self-study course, Super Tax Planning Strategies for Retirement Savings, this new guide walks you through arranging penalty-free retirement withdrawals for early retirees, planning tax-smart splits of retirement accounts in divorce cases, as well as appropriate tax free rollovers. This all-in-one publication helps you develop tax planning strategies for all types of clients--the older retiree, the divorcing client, the younger surviving spouse spouse  A legal marriage partner as defined by state law  and the early retiree. In addition, key changes in the retirement arena- and their implications--have been identified. The American Jobs Creation Act of 2004 and the Working Families Tax Relief Act of 2004 have been summarized including some of the highlights, emphasizing the expanded opportunities for small-business owners. $69 member/S86.25 non-member.
COPYRIGHT 2005 American Institute of CPA's
No portion of this article can be reproduced without the express written permission from the copyright holder.
Copyright 2005, Gale Group. All rights reserved. Gale Group is a Thomson Corporation Company.

 Reader Opinion

Title:

Comment:



 

Article Details
Printer friendly Cite/link Email Feedback
Title Annotation:now available
Publication:CPA Letter
Date:Apr 1, 2005
Words:151
Previous Article:Compilation and Review Risk Alert Strategic Briefing.(CPE news)
Next Article:XBRL momentum continues to build.
Topics:



Related Articles
20 smart ideas to reduce your taxes.
Investment tax planning for retirement: how to make taxes work for the client.
The retirement alternative: Sec. 412(i) plans.
Business tax planning: it's a year-round job; 8 tips to help you improve your tax situation.
25 post-JGTRRA tax planning strategies.(Jobs and Growth Tax Relief Reconciliation Act of 2003)
Getting bigger thinking by smaller businesses.(Guest Columnist)
Publications ...(New Resources)(Advertisement)
The best use of spare cash: tax-savvy strategy for extra dollars.
Kiddie tax changes result in financial aid traps: new law affects planning strategies.(from The Tax Adviser)

Terms of use | Copyright © 2009 Farlex, Inc. | Feedback | For webmasters | Submit articles