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February 12, 2009 — In This Newsletter:



Tax Client Retention During the Recession
by Mark Washburn, CPA/MST
Four strategies revealed.

Is It Time to Increase the Capital Loss Limitation?
by Annette Nellen, CPA/Esq.
With investors today sustaining losses upon disposition of capital assets, the question arises (again) as to whether the $3,000 capital loss limitation should be raised.

Textron Workpapers Are Privileged Work Product
by Thomas Wechter, JD/LLM
The first Circuit held that tax workpapers are protected by the work product doctrine, but remanded the case for a determination of whether the privilege was waived through disclosure to the outside auditor.

Swapping Multiple Properties Can Nix Tax Play
by Robert Wilens/CFO Magazine
A new IRS ruling may make relying on the 1031 rule to avoid triggering taxable gains until there is a sale, virtually impossible.

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IRS Focuses on Form 1042 Examinations
by Philip Pasmanik/The Tax Adviser
The IRS has given its agents new guidance for conducting audits of taxpayers required to withhold tax and comply with reporting requirements for payments of income made to foreign persons.

How to Stand Out From the Crowd
Sponsored by Ed Slott and Company, LLC
Questions to ask your client when they receive a 1099-R.

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New in the CPA2Biz Store

Inherited IRAs — What the Practitioner Needs to Know
Know the common errors involving retirement distributions where a few missteps can wipe out a substantial portion of inherited IRA assets.

Tax Practice Before the IRS
Tax professionals preparing to work on 2009 tax returns need to be aware of two topics generating a good deal of uncertainty and how to deal with them — the tax gap and the accountant’s privilege. Earn two CPE credits.

AMT Planning
This review of basic AMT planning strategies and the latest AMT developments will help you apply AMT strategies and techniques. Earn two CPE credits.

Estate Planning Essentials: Tax Relief for Your Clients' Estates
Explore the use of wills, trusts, and life insurance as vehicles to reduce the estate tax. Advise clients on the most tax efficient way to structure their affairs to minimize the taxation on the transfer of their wealth to intended beneficiaries. Earn 12 CPE credits.

Didn't find what you were looking for? Visit the AICPA Store.

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  Best Sellers
Form 990: AICPA's Answer to Unlocking the Tax Complexities
Tax Research Techniques,
Eighth Edition

Overview of the Revised Form 990

Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots
  Sponsored Links

Register for Ed Slott’s 2-Day
IRA Workshop!

Seize this unprecedented opportunity before new money settles!

The Journal of Accountancy Online
Updates and resources for this year’s tax-filing season.

  AICPA Tax Section
AICPA’s Tax Update for
Financial Executives

Sid Kess' Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies: Insuring Your Client’s Future

Buying and Selling Businesses:
The CPA's Role

Form 1041: Income Taxation of Estates and Trusts

Also see AICPA Conferences section below
  Career Resources
  AICPA Conferences

International Business, Accounting, Auditing and Tax
4/30 - 5/1
, Washington, DC

Tax Strategies for the High-Income Individual
5/7 - 5/8
, Las Vegas, NV

AICPA/Export Assist, Inc. — Workshops on Export Tax Benefits
6/11 - 6/12
, Lewisville, TX

AICPA Webcasts
2/18 - The Standardized General Ledger (XBRL): Making Accounting System Integration Easier
2/24 - Economic Crisis: Obsessing About Your Liquidity
2008 Tax Legislation? What You Need to Know Before THIS
Busy Season

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the AICPA Platinum Visa.
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AICPA Exclusive!
Substantial savings off appliances and other products from the most popular brands in the appliance industry.
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