Recent articles have covered such topics as knowing when to take a deduction for interest on a reverse mortgage, making decisions for 2010 estates, new information needed from clients, undoing Roth conversions, using the FOIA to help clients, probable 2011 FICA increase, the benefits of having a flexible estate plan, and deducting unreimbursed partnership expenses.

Recent articles have also provided in-depth coverage:

• Extensions and penalty relief for 2010 estates
• File 706s to share unused exclusion amounts
• Withholding on distributions from retirement plans
• IRS Fresh Start Initiative will help troubled taxpayers
• Not filing a Form 5329 when it is required invites problems
• Tax planning for clients with children for 2011
• Raising the retirement age beyond 67
• False and revenge 1099s create nuisance
• Reverse mortgages: When is interest deductible?
• Online sellers will get new Forms 1099-K

Subscribe today! Your clients will thank you for it   Download a sample issue (PDF)
	Go to the ECP website and click on "Subscriber Benefits"

Each month Spidell will mail or e-mail you:

• Newsletter with client-friendly articles
• Professional analysis of issues that directly relate to retired clients and those who want to retire
• Information to keep you updated on changes in Social Security, tax laws, Medicare, long-term care and pension planning

Guarantee of excellence
You must be happy with your subscription to Spidell’s Elder Client Planner™. If ever you are not entirely satisfied, you may cancel your subscription and receive a refund on all undelivered issues.