Elder Client Planner™

Elder Client Planner

IRS and Tax Court strictly interpreting charitable substantiation rules
How is the old inherited house taxed?
Reduction of tax attributes on debt discharged
Why e-filing extensions provides bullet-proof documentation
Is rental real estate subject to the 3.8% tax?
ATRA ’12 liberalizes in-plan Roth conversions

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Monthly 12-page newsletter (print or pdf)
Searchable archive of Elder Client Planner articles (2009-present)
Client Letters in Word doc format for easy customization. Our library includes these letters and more:
- Certification of chronically ill individual
- IRS warning of Social Security Scams
- Freedom of Information Act (FOIA) request
- CAF Client Listing request
- Health Savings Accounts (HSAs)
Special reports, geared to baby boomer clients. Our library includes these special reports and more:
- Reverse Mortgages
- New Foreign Asset Disclosure Requirement Under FATCA
- Charting Retirement
- Schedule D Reporting to Change for 2011
- Medicare Premium Surcharge

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

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