Tax & Business Help Subject Index

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Buying and Selling Businesses

Allocation of Business Sale Purchase Price  
Assets or Stock?
Buying a Business: Tips for the Unwary
Business Detective Work -- Part I  
Business Detective Work -- Part II
Checklist for Buying and Selling Businesses  (requires Adobe® Acrobat®)  
Death of a Business Owner - What Next?  
Due Diligence - New Job or New Employee 
Hybrid Sales of Businesses -- A Bad Idea!  
Investing - Coming Into a Business
List Your Evergreens
Native Speakers Do It - Setting Up a Business Entity  
PAIN-less Business Purchases?
Planning Ahead to Sell Your Business  
Sales of Businesses: Seller Financing and More  
Sales of Businesses: Selling  or Buying What?   
Security For Sales of Businesses   
Selling and Going to Brazil
Selling - Getting Out Of a Business  
Selling Your Peruke in Bulk
Sell It For What???
Signed a Contract? It's Too Late to Change It!  
Tips on Selling a Business

Choosing the Business Entity

Check the Box?
Davita's Business Choices -- LLC?
Liabilities and the Form of Business
L.L.C., LLC, L.C. LC?
LLC, 2B or Not 2B? 
Lord Wadbottom's Exposure - Liability Protection
 
Native Speakers Do It - Setting Up a Business Entity   
Plan On Living Ten More Years?
Reasons for Incorporating
Sales of Interests in Disregarded Entities  
Separate Entities --  Putting All Your Eggs in One Basket   
Tax Basis at Death: S Corporation Inside and Outside Basis   
They're Jumping Over the Fence (Corporations and LLCs)   
To C or Not to C? -- Converting C Corporations to LLCs    
Why LLC Over S Corporation?
Why Needlessly Pay Tax Twice?

Compensation Planning

Don't Get Caught in the S Loophole    
Income Tax and Estate Planning for Large IRAs 
IRAs and RMD - Visiting Byzantium  
ISO's & NSO's: Employee Stock Options I
ISO's & NSO's: Employee Stock Options II
ISO's & NSO's: Employee Stock Options III
Land in 401(k) or IRA?  
More IRA Options – New IRS Rules 
S Corporation Conundrum: Can Dividends Be Wages or Vice Versa? 
Self-Directed IRA Landmines
   
Taxation of Employee Stock Options: Detailed Analysis
Tax Surprises In Self-Directed IRAs  
The Phantom Knows . . . SAR!  Worker Reclassification Relief?    

Estate Planning and Estate Administration

Asset Protection: Fact or Fantasy?  
Basis of Death 
Avoid Probate - Listen! 
Basis of Death
 
Being a Personal Representative: Introduction to Probate - Part I  
Being a Personal Representative: Introduction to Probate - Part II
Benefits of  Revocable Living Trusts (requires Adobe® Acrobat®)
Betrayal of the Elderly 
Business Owner Dies -- What Next?  
Collecting the Debts of the Dead
   
Death of "S" Shareholder: Inside and Outside Basis & Timing 
Death of the Death of the Death Tax   
Does Your Trust Have an Asset List?
 
Don't Assume Your Children Will "Get Along" 
Don't Die Yet - Wait Until 2010
 
Estate Planning Documents: What Do I Do With These? -- Part 1
Estate Planning Documents: What Do I Do With These? -- Part 2
Estate Planning Documents: What Do I Do With These? -- Part 3
Estate Tax 2011 
Estate Tax Mess 
Portability: An Estate Tax Gamble 
Health Care Power of Attorney Sample  (requires Adobe® Acrobat®)   
Income Tax and Estate Planning for Large IRAs  
Insolvent Decedent's Estate? Be Careful!  
Irrevocable Grantor Trust Reporting    
Joint Ownership Versus Estate Planning

Medical Directive (Living Will) Sample  (requires Adobe® Acrobat®)  
Medical Directive = Living Will
Old Wills  
Paid-Up Life Insurance  
Plain English Explanation of Revocable Living Trusts and Pour-over Wills
Ruling From the Grave?
Sample Pour-over Will (requires Adobe® Acrobat®)  
Sample Revocable Living Trust
Testamentary  Trusts 
Transferring Assets to a Revocable Living Trust
Trustee, Trust Me? -- Part 1  
Trustee, Trust Me? -- Part 2  
Trustee, Trust Me? -- Part 3  
Trusts and Common Sense
 
Trusts in Wills: Too Costly?
 
Two Legal Fees -- Double Dipping Through Probate 
Virginia Asset Protection Trusts  
What To Do When Someone Dies
 
What To Do When Someone Dies - Checklist  (requires Adobe® Acrobat®)  
When a Will Is Not the Way  

General Business Planning

Allocation of Business Sale Purchase Price  
Arbitration
 
Arbitration: Sample Clause 
A Very Long Trip to Tibet -- Succession at the Top
Backup Withholding: Hernando's Horrors   
Backup Withholding Regime -- A New Emphasis  
Business Entity Termination    
Business Owner Dies -- What Next?
 
Business Plans  
Business Succession -- Mary's Morass 
Business Succession Planning Part 1

Business Succession Planning Part 2
Business Succession Planning Part 3

Covenants Not To Compete -- Don't Wait! 
Corporate Retained Earnings = 2 Taxes?  
Davita's Business Choices -- LLC?
Deadlocks in Small Businesses -- Don't Assume Harmony
Death of "S" Shareholder: Inside and Outside Basis & Timing
Divorce = Financial Trauma
Divorce and the IRS Whipsaw 
Does a Bankrupt Debtor = A Bad Debt Deduction?  
Do I Need an EIN For My One-Member LLC 
Don't Assume Your Children Will "Get Along"
Don't Assume Your Name is Your Own 
Due Diligence - New Job or New Employee  
Embezzlement in Small Businesses

Embezzlement Scorecard?
Family Businesses
Family Business Planning  
Franchising: Part I
Franchising: Part II 
Get It in Writing!
Guarding the Flock from Embezzlement
 
Hobby Losses

Immigrants - Employers  
Immigrant Workers: An Overview  
Immigrant Workers and the IRS              
Independent Contractors I     
Independent Contractors II   
Incoming: International Tax Planning

Invalid Social Security Numbers - Part I   
Invalid Social Security Numbers - Part II   
Investing - Coming Into a Business  
Is the IRS Targeting Latino Businesses: Part 1?  
Is the IRS Targeting Latino Businesses: Part 2?               
LLC Operating Agreements  
Marriages Made in Business
New Bank Accounts: When are They Needed?  
New Regulations on S Corporation Debt Basis  
New IRS Checks on Employment Tax Practices  
Oral Credit Card Charges -- A Bottomless Pit 
Payroll 941 Roulette
Reconstructing You 
Restitution 
Reviewing Commercial Leases   
Sales of Interests in Disregarded Entities  
Sales of Businesses: Seller Financing and More  
Sales of Businesses: Selling  or Buying What?    
Security For Sales of Businesses    
Selling and Going to Brazil
Selling - Getting Out Of a Business
 
Separate Entities --  Putting All Your Eggs in One Basket  
Signed a Contract? It's Too Late to Change It!  
Small Business Investor
 
Stumbling into Securities Law Violations
 
Subcontractor Dirty Pool   
Tax Basis at Death: S Corporation Inside and Outside Basis  
Tax-Free Exchanges of Radio Stations
The "List"
The List Lost or Technology Taken
The Phantom Knows . . . SAR!
To C or Not to C? -- Converting C Corporations to LLCs    
Two Signatures on Business Bank Accounts  
US Bond Redemptions  
What Are Your Workers? IRS Classification Form 8919  
Why Needlessly Pay Tax Twice?   
Why Write It? 
Withholding on Payments to Foreign Contractors
 

Immigrant Workers: Business and Tax Implications

Backup Withholding: Hernando's Horrors  
Backup Withholding Regime -- A New Emphasis  
Immigrants - Employers
 
Immigrant Workers: An Overview
 
Immigrant Workers and the IRS   
Invalid Social Security Numbers - Part I
  
Invalid Social Security Numbers - Part II   
Is the IRS Targeting Latino Businesses: Part 1?  
Is the IRS Targeting Latino Businesses: Part 2?         
New IRS Checks on Employment Tax Practices
Worker Reclassification Relief?
   

Income Tax and Tax Planning 

After the Death of the Grantor of a Revocable Living Trust?  
Business Owner Dies -- What Next? 
Capital Gains Planning
 
Does a Bankrupt Debtor = A Bad Debt Deduction?     
Is a Guarantor of LLC Debt "At Risk"?  
New IRS Checks on Employment Tax Practices
 
New Regulations on S Corporation Debt Basis  
Planning Ahead for Tax-Free Exchanges
Sales of Interests in Disregarded Entities  
Selling A Home -- Missing a Tax-Free Slam Dunk
Selling (Exchanging) Real Estate Without Tax 
Taxation of Life Estates  
Tax Basis at Death: S Corporation Inside and Outside Basis   
Tax-Free Land Combo 
US Bond Redemptions
   
When Is Debt Cancelled?    
Why Needlessly Pay Tax Twice? 
Withholding on Payments to Foreign Contractors
 

Miscellaneous

Automatic Bank Account Withdrawals   
Backup Withholding: Hernando's Horrors
Deed Scams and Other Frauds  
Does a Bankrupt Debtor = A Bad Debt Deduction?    
Health Care Reform: 2010 Tax Credit for Small Employers    
Health Care Reform: Outline (requires Adobe® Acrobat®)     
Health Care Reform: IRS Frequently Asked Questions (requires Adobe® Acrobat®)   
Invalid Social Security Numbers - Part I    
Invalid Social Security Numbers - Part II   
ISO's & NSO's: Employee Stock Options  
Let Us Trudge Through the Tax Code For You   
Need a Referee?  
New Bank Accounts: When are They Needed?    
New Regulations on S Corporation Debt Basis  
New IRS Checks on Employment Tax Practices    
Paid-Up Life Insurance  
Primer on Charities 
Privacy Rules for Tax Professionals 
Small Business Investor
  
State Tax Collectors Get Aggressive  
Subcontractor Dirty Pool  
Taxation of Employee Stock Options: Detailed Analysis 
Tax Basis at Death: S Corporation Inside and Outside Basis
Tax Consequence of Bankruptcy Chapter 7: Part 1
Tax Consequence of Bankruptcy Chapter 7: Part 2 
Tax Consequence of Bankruptcy Chapter 7: Part 3    
Tax Help Is Here, Now  
US Bond Redemptions
What Are Your Workers? IRS Classification Form 8919   
What We Do

Real Estate

Capital Gains Planning   
Condemned!

Deeds, Wills, Surveys & Title Insurance – Part I 
Deeds, Wills, Surveys & Title Insurance – Part II 
Free House: Sale of Residence Without the House?  
Has a Mechanic Liened on You Yet?  
Land in 401(k) or IRA?  
Planning Ahead for Tax-Free Exchanges
Selling A Home -- Missing a Tax-Free Slam Dunk
Selling (Exchanging) Real Estate Without Tax
Tax Aspects of Short Sales of Homes       
Tax-Free Land Combo 
Understanding "Underwater"? -- Some Tax Aspects of Underwater Mortgages 
When Is Debt Cancelled?        
Why Needlessly Pay Tax Twice?

Tax Collections, Procedure and Administration

An Offer You Can't Refuse 
Backup Withholding: Hernando's Horrors   
Backup Withholding Regime -- A New Emphasis   
Behind the IRS? Try Streamlining  
Burden of Proof - More Smoke and Mirrors
Civil Tax Fraud + Interest = Triple Jeopardy? 
Civil Tax Fraud Penalty
Collection Due Process (CDP) Appeals  
Effective Approaches to Collections Cases
Effective Payment Strategies For Tax Debt
Handling Non-Filer Cases: Part I
Handling Non-Filer Cases: Part II 
Handling Non-Filer Cases: Part III 
Handling Non-Filer Cases 
Help for Former Tax Exempts
   
Immigrant Workers: An Overview  
Injured Spouse Relief  
Insolvent Decedent's Estate? Be Careful!
Irrevocable Grantor Trust Reporting            
IRS Black Hole Gets Blacker
IRS Campus at the University of H--- (Large case collections) 
IRS Collection Activities: A Pain Worse than Death?
IRS Collection Activities: Automated Collection Service
IRS Collections -- 10 Year Statute of Limitations  
IRS Transcripts -- Essential In Representing Tax Clients  
Is the IRS Targeting Latino Businesses?     
Letters to a Black Hole -- The IRS  
Monkeys Do Fall From Trees -- Tax Audits
Nailing Jell-O™ to the Wall: Dealing With the IRS
Non-IRS Tax Collectors  
New Options for Offers in Compromise
New Options for Unreported Offshore Bank Accounts
   
New Rules on Offers in Compromise  
Offer in Compromise = Frustration -- Part I 
Offer in Compromise = Frustration -- Part II 
Offer in Compromise Guidelines  
Offers in Compromise: New Forms 656  
Offers in Compromise: New Forms 656 - Part II  
Offers in Compromise; Settling Tax Debts for "Pennies on the Dollar"  
Offers in Compromise Rules Change Again -- Part 1
Offers in Compromise Rules Change Again -- Part 2 
Offers in Compromise Rules Change Again -- Part 3 
Payroll 941 Roulette 
Phony Tax Collections Promises
   
Primer on Liens, Levies, and Garnishments   
Private Tax Collection Agencies 
Releasing an IRS Tax Lien   
Releasing Federal Tax Liens
   
Repetitive Tax Audits
Surviving a Tax Audit: Part I
Surviving a Tax Audit: Part II
Tax Lien Buzzards Tax Liens and Levies - The Realities   
Tax Reporting For Same Sex Couples
Trust Fund Penalty Disclosure Part I  
Trust Fund Penalty Disclosure Part II 
Trust Fund Penalty Disclosure (Longer version)  
Wage Garnishment Revisited  
Worker Reclassification Relief?   

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