Post on 28-Dec-2014
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Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
A Tax Professional’s Ten Commandments
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
1. Thou shall stuff the IRS like a taxidermist.
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
2. Thou shall prepare the final tax return of the Jedi.
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
3. Thou shall be sure that a client’s return is not filed a day late or a tax dollar short.
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
4. Thou shall concentrate so quietly that it is possible to hear a PTIN drop.
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
5. Thou shall claim the Urned Income Credit for a crematory.
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
6. Thou shall receive a copy of the Internal Revenue Code as a birthday present and not have to file a gift
tax return.
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
7. Thou shall look a gift horse in the mouth without the necessity of a qualified appraisal.
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
8. Thou shall render a tax opinion and receive after tax pennies for your thoughts.
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
9. Thou shall stay up late until all the returns are in to find out who won the S election.
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
10. Thou shall store your client’s incriminating information on the same type of computer used by
Lois Lerner.
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
If this type of tax discussion strikes your fancy, join Jay Katz’ Linkedin Group:
The Tools & Techniques World of Financial and Tax Planning.
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax PlanningBy Jay Katz
Jay Katz is also the author of The Tools & Techniques of Income Tax Planning, 4th Edition--a single-volume reference that takes the reader through all the income tax topics your clients may encounter—no matter where they originate—providing easy-to-understand, practical guidance for situations that are often confusing. The Tools & Techniques of Income Tax Planning, 4th Edition, provides everything you need to put the optimal strategic plan in place, while taking into consideration the tax-related elements of:• The American Recovery and Reinvestment Act• The Affordable Care Act• The American Taxpayer Relief Act
Learn more today.
The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
The Tools & Techniques of Income Tax Planning | www.NationalUnderwriter.com
The Tools & Techniques of Income Tax Planning | www.NationalUnderwriter.com
The Tools & Techniques of Income Tax Planning | www.NationalUnderwriter.com
The Tools & Techniques of Income Tax Planning | www.NationalUnderwriter.com
The Tools & Techniques of Income Tax Planning | www.NationalUnderwriter.com
The Tools & Techniques of Income Tax Planning | www.NationalUnderwriter.com