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Tax Advisors Planning System

Tax Advisors Planning System

Product Information

Format

Price

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Online
Product Code:
WTAPS
$1,980.00

Tax Advisors Planning System (TAPS) provides planning guidance for general tax attorneys and accountants who represent closely held businesses and their owners.

Written by a national network of expert practitioners and consisting of over 40 titles (and growing), TAPS focuses on topics covering every stage of the business cycle: formation; operation; sale or transfer, even estate and compensation planning for the owners. Each title includes Commentary -- current rules of a transaction and planning insights or techniques -- and Practice Aids -- over 950 sample agreements, business-generating client letters, election statements, wills, trusts, checklists, etc. 

  • Cutting-edge strategies to help generate value for clients at every stage of the business life cycle: formation, expansion, sale or transfer, as well as estate and compensation planning for the owners
  • Each critical topic is covered in two parts, providing quick and thorough answers to business tax questions plus the materials you need to act on them:
    -- The Commentary integrates planning ideas and techniques with explanations of key tax and related non-tax issues;
    -- Practice Aids include sample client letters; sample plans, agreements and clauses; charts; election statements; checklists; etc., which subscribers can customize for each of their client's needs.
  • Citations to controlling authorities
  • Top-line and side-line "Planning" buttons in Code & Regs: click on a "Planning" button and link over to TAPS' commentary and planning insights, with respect to the relevant Code or Regulation section
  • More than 950 sample documents, agreements, election statements, client letters, charts, and checklists help you implement your planning strategy with ease 

DESCRIPTION

Tax Advisors Planning System (TAPS) provides planning guidance for general tax attorneys and accountants who represent closely held businesses and their owners.

Written by a national network of expert practitioners and consisting of over 40 titles (and growing), TAPS focuses on topics covering every stage of the business cycle: formation; operation; sale or transfer, even estate and compensation planning for the owners. Each title includes Commentary -- current rules of a transaction and planning insights or techniques -- and Practice Aids -- over 950 sample agreements, business-generating client letters, election statements, wills, trusts, checklists, etc. 

  • Cutting-edge strategies to help generate value for clients at every stage of the business life cycle: formation, expansion, sale or transfer, as well as estate and compensation planning for the owners
  • Each critical topic is covered in two parts, providing quick and thorough answers to business tax questions plus the materials you need to act on them:
    -- The Commentary integrates planning ideas and techniques with explanations of key tax and related non-tax issues;
    -- Practice Aids include sample client letters; sample plans, agreements and clauses; charts; election statements; checklists; etc., which subscribers can customize for each of their client's needs.
  • Citations to controlling authorities
  • Top-line and side-line "Planning" buttons in Code & Regs: click on a "Planning" button and link over to TAPS' commentary and planning insights, with respect to the relevant Code or Regulation section
  • More than 950 sample documents, agreements, election statements, client letters, charts, and checklists help you implement your planning strategy with ease 

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