Elder Client Planner
Spidell Publishing Inc.

TitleDate
#2007-2 : Federal AMT Fix May Be Delayed November 15, 2007
#2007-1 : Filing tax returns early may mean headaches later January 29, 2007
#2006-2 : 2007 pension plan limits and Social Security wage base October 19, 2006
#2006-1 : 2007 Medicare premiums annunced September 19, 2006
#2005-11 : Leaving nursing home for holiday celebration does not affect Medicare December 22, 2005
#2005-10 : 2006 Social Security amounts November 30, 2005
#2005-9 : Medicare prescription drug enrollment begins November 15, 2005
#2005-8 : 2006 Pension Plan Limitations, Catch-ups, and Other Amounts October 21, 2005
#2005-7 : Social Security/SSI benefits to increase by 4.1% October 14, 2005
#2005-6 : Special rules for use of retirement funds for Katrina relief October 14, 2005
#2005-5 : Companies offer national Medicare drug plans October 3, 2005
#2005-4 : Some Medicare premiums to rise September 23, 2005
#2005-2 : New regulations address how to value IRA annuities when converting to Roth IRAs September 12, 2005
#2005-3 : Mileage rate increases September 12, 2005
#2005-1 : Bankruptcy Bill May Hurt Seniors April 20, 2005
 
The Elder Client Planner is our initial nationwide publication to help tax professionals keep their retired or near retired clients.
P.O. Box 61044
Anaheim, CA 92803-6144
Phone: 714-776-7850 Fax: 714-776-9906
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