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Special Reports
Subscribers have online access to these special reports
- Social Security: Spidell’s Guide to Social Security
Look at the tax and financial aspects of collecting Social Security
Compare drawing Social Security today versus tomorrow ... Learn how to calculate benefits ... Understand the effects of marital status ... Find benefits for children under 19 and disabled clients ... Plus much, much, more!
Free with subscription. Regular price: Print: $50 (plus sales tax) | Electronic (PDF): $40
- Passive Losses
Get an overview of passive loss rules
How is passive loss determined? ... Treatment
of suspended losses in subsequent years ...
What is an activity? ... Passive losses from passthrough entities ...
Find out about rental real estate ... See where California does not conform
... Learn about disposition of passive activities ...
Dispositions of entire interests ... Fully-taxable transactions ... and more!
Free with subscription. Regular price: Print: $50 (plus sales tax) | Electronic (PDF): $40
- Starting and Building Your Tax Practice Strategies for Success: Starting and Building Your Tax Practice
Help jump-starting your own practice is one step away
See how to jump-start a practice. There’s more than one way!
And there are lots of ways to set fees — see how to set them and,
even better, raise them! This one booklet is full of tips to start
a practice, grow it, save costs, become more efficient and, of course, more profitable.
Free with subscription. Regular price: Print: $50 (plus sales tax) | Electronic (PDF): $40
- Grooming Your Tax Practice for Sale Strategies for Success: Grooming Your Tax Practice for Sale
Make your own retirement daydreams a reality
There’s more than one way to exit a tax practice.
Sell it, merge it, cull it, or just move to Trout
Lake and keep the practice back in Big City (more
and more practitioners are doing exactly that)! Get
tips on succession planning, exit strategies, and
grooming your practice for retirement profits.
Free with subscription. Regular price: Print: $50 (plus sales tax) | Electronic (PDF): $40
- Cancellation of Debt: Spidell’s Cancellation of Debt
See how to handle foreclosures, repossessions, short sales, and cancellation of debt
Understand the residence exclusion for COD — and California’s nonconformity. See when
and how to use insolvency to exclude COD income. Learn about the new exclusion for
businesses that renegotiate loans. Find out about the farm and business real property
exclusions. Make the best election when a taxpayer has choices on how to exclude COD.
Be aware of California conformity and nonconformity. Understand how reducing tax attributes works.
Free with subscription. Regular price: Print: $50 (plus sales tax) | Electronic (PDF): $40
- Medicare: The Overview of Medicare and Medicaid/Medi-Cal Rules
Learn the ins and outs of Medicare and Medcaid/Medi-Cal Rules
Understand how Medicare and Medicaid/Medi-Cal programs work.
Find out who qualifies for Medi-Cal and how much income and
assets the well spouse may keep. Use examples to help explain
to your client how these programs work so you don’t make tax
planning recommendations that may negatively impact eligibility.
Free with subscription. Regular price: Print: $50 (plus sales tax) | Electronic (PDF): $40
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The Elder Client PlannerTM is our 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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