| Title | Date |
|
Plan ahead for Social Security increase
| May 9, 2007 |
|
Filing tax returns early may mean headaches later
| January 29, 2007 |
|
No tax-free rollover when IRA distribution used to purchase real estate
| December 27, 2006 |
|
2007 pension plan limits and Social Security wage base
| October 19, 2006 |
|
2007 Medicare premiums announced
| September 19, 2006 |
|
Transferring wealth to kids gets harder with TIPRA '05
| July 5, 2006 |
|
Medicare drug plan deadline is Monday
| May 12, 2006 |
|
Medicare bill creates premium hike for some supposedly "high-income" seniors
| May 5, 2006 |
|
States helping seniors who have lost drug coverage
| February 10, 2006 |
|
House passes changes to Medicaid transfer rules
| February 9, 2006 |
|
Tax software may be improperly computing taxable amount of state income tax refund
| February 8, 2006 |
|
Documenting years of home improvements is vital when it is time to sell
| February 2, 2006 |
|
Amaze your clients by computing Social Security benefits for them
| January 19, 2006 |
|
Misuse of charitable donations should be a crime, survey says
| December 27, 2005 |
|
Leaving nursing home for holiday celebration does not affect Medicare
| December 22, 2005 |
|
Estate's request to discount IRA value denied
| December 7, 2005 |
|
2006 Social Security amounts
| November 30, 2005 |
|
New annual contribution levels for Health Savings Accounts
| November 18, 2005 |
|
Medicare prescription drug enrollment begins
| November 15, 2005 |
|
2006 Pension Plan Limitations, Catch-ups, and Other Amounts
| October 21, 2005 |
|
New Medigap Plans K and L
| October 17, 2005 |
|
Social Security benefits to increase by 4.1%
| October 14, 2005 |
|
Special rules for use of retirement funds for Katrina relief
| October 7, 2005 |
|
60-day rollover requirement waived in case of IRA theft
| September 26, 2005 |
|
Dorm items don't qualify for IRA-penalty exception
| September 23, 2005 |
|
IRS releases new sample CRUTs
| September 21, 2005 |
|
Medicaid lawsuit alleges price gouging
| September 19, 2005 |
|
Some Medicare premiums to rise
| September 19, 2005 |
|
Medicare prescription costs to be lower than expected
| September 15, 2005 |
|
Katrina relief scams; event cancellation
| September 13, 2005 |
|
New regulations address how to value IRA annuities when converting to Roth IRAs
| September 8, 2005 |
|
After Labor Day comes "401(k) day"
| September 6, 2005 |
|
Important Medicare prescription drug program dates and cost information
| August 24, 2005 |
|
Final generation-skipping transfer tax regulations
| August 22, 2005 |
|
Trust permitted to deduct assets assigned to charities
| August 11, 2005 |
|
IRS declines to waive 60-day rollover requirement
| August 10, 2005 |
|
IRS disregards FLP
| August 9, 2005 |
|
Gov’t support for regulating annuity sales to seniors
| August 8, 2005 |
|
Help clients compare hospitals
| July 29, 2005 |
|
AARP offers Medicare drug benefit calculator
| July 21, 2005 |
|
States make estate tax changes
| July 14, 2005 |
|
Financial abuse specialist teams (FAST) help prevent elder abuse
| July 1, 2005 |
|
Help clients who might qualify for prescription-drug assistance
| June 29, 2005 |
|
Clients with Medicare Advantage do not need Medigap
| June 24, 2005 |
|
Choice may override savings for elderly clients
| June 20, 2005 |
|
Free Living Will and Conservatorship Symposium — May 20
| May 16, 2005 |
|
Social Security number on lost Medicare card can lead to identity theft
| May 13, 2005 |
|
Change to Medicare appeal hearings
| April 29, 2005 |
|
Change to EE bonds
| April 20, 2005 |
|
Bankruptcy Bill May Hurt Seniors
| April 20, 2005 |
|
Premium increases for Medicare may be higher than expected in 2006
| April 15, 2005 |
|
Medicare plans approved for Tulare County, Calif.
| April 13, 2005 |
|
IRAs are protected in bankruptcy
| April 8, 2005 |
|
Ignore the intermediary in related-party §1031 exchanges
| April 5, 2005 |
|
Long-term-care awareness program
| March 21, 2005 |
|
Prescription drug program for low-income seniors in Oregon
| March 11, 2005 |
|
Taxpayer denied waiver of 60- day rollover requirement
| March 10, 2005 |
|
New form for payment of gift/GST tax
| March 4, 2005 |
|
Study links medical bills to bankruptcy
| February 24, 2005 |
|
California sues trust mill firm
| February 16, 2005 |
|
Domestic employers may need to consider 2005 gross-up rates
| February 7, 2005 |
|
President outlines Social Security proposal
| February 5, 2005 |
|
Mother could not take back home given to son in exchange for care
| February 4, 2005 |
|
Expect amended 1099s
| January 26, 2005 |
|
2005 Deductible Long-Term Care Insurance Premiums
| January 15, 2005 |
|
Deadline approaching for Medicare prescription drug discount card
| December 30, 2004 |
|
New Medicare preventive services coverage
| December 29, 2004 |
|
Drug-import risks exceed savings, task force reports
| December 22, 2004 |
|
Cost of assisted living up an average of 6% nationwide from 2003
| December 13, 2004 |
|
Former spouse not taxed on ex-husband’s military retirement payments
| December 12, 2004 |
|
Donations qualified for charitable deduction
| December 11, 2004 |
|
Non-citizen spouse granted extension to file agreement to pay tax
| December 10, 2004 |
|
California doesn’t conform to new Health Savings Account limits
| November 30, 2004 |
|
Treasury and IRS Issue Indexed Amounts for Health Savings Accounts
| November 24, 2004 |
|
2005 Pension Plan Limitations Chart
| November 15, 2004 |
|
2005 Individual Medicare Costs Chart
| November 8, 2004 |
|
2005 Social Security Benefits Chart
| November 1, 2004 |
|
FLP discount disallowed
| October 18, 2004 |
|
No estate-tax deduction for beneficiary’s vow of poverty
| October 11, 2004 |
|
Social Security disability benefits taxable
| October 4, 2004 |
|
Qualified severances of trusts
| September 11, 2004 |
|
60-day rollover requirement waived
| September 10, 2004 |
|
Predeceased parent rule
| September 9, 2004 |
|
Drug card training program available for professionals who advise Medicare recipients
| August 13, 2004 |
|
Vermont to sue FDA over Canadian prescription imports
| August 12, 2004 |
|
AARP charters a train to Canada for prescription drugs
| August 11, 2004 |
|
Code changes for trust certifications
| August 4, 2004 |
|
Tax Preparer Prepares for Prison
| July 29, 2004 |
|
Time is Running Out to Exchange Series EE Bonds for HH Bond
| June 29, 2004 |