• Recognize when it is appropriate to convert a traditional IRA to a Roth and understand any tax implications
• Correctly report a conversion and understand which forms need to be filed by whom
• Help your clients plan for tax issues such as tax bracket, income fluctuation, NOLs, and itemized deductions to determine if conversion is a good idea

• 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)
• Investing in gold and other precious metals
• Equitable owner – home mortgage interest and tax deduction
• Gambling
• Meals & Entertainment Expenses
• Home mortgage interest
• Office in home for the self-employed
• Charitable contributions - substantiation
• Holiday gifting
• Donating vehicles
• Putting your child's name on your home
• Bunching deductions
• Education savings plan
• Unmarried couples
• Lending to family members
• §121 – Gain on sale of residence
• The Duke, Bing, and Groucho – lessons in estate planning

Special Reports

Subscribers have online access to these special reports:

• Charting Retirement
• Schedule D Reporting to Change for 2011
• Medicare Premium Surcharge
• Long-term-care insurance
• Starting a Practice
• Tricks and Traps of IRAs
• Reverse mortgages
• Strategies for Success: Grooming Your Tax Practice for Sale
• Choosing a Trustee
• A Practical Guide to Trusts
• Anti-gigolo/anti-floozy trust protects the second (third, fourth...) spouse and the children
• Computing Basis of Assets
• Passive Losses
• Charitable Contributions
• Unmarried Couples: Tax, Legal,and insurance Issues
• Dos and Don’ts for when a client or loved one dies
• Carryover Tax Attributes Incident to Divorce
• 2010 Tax Relief Act
• Guide to Social Security
• Small Business Jobs Act