Self liquidating bond

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* Income tax treatment of distributions from pension, profit sharing, 401(k), IRA, Keogh and Sec.

75 -- Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions *Implementation tips for the new Financial Accounting Standards Board (FASB) Accounting Standard Update (ASU) on not-for-profit financial reporting (ASU No."* Why do people want to name a trust as the beneficiary?* Income Tax Aspects of Trusts as beneficiary* What happens when the trust beneficiary dies?*Pensions -- distribution strategies and how to use the minimum distribution rules along with Social Security *IRA and Roth conversions *Medicare and Part D prescription drug benefits* Annual performance appraisal replacements* Key predictive indicators* Innovative compensation plans* Implementing Peter Drucker's Orchestra* Secrets of the "gifted boss"* A better idea than classifying people as Gen X, Y or Z* Discover new ways of organizing professional work-offer more accessible, affordable, and better quality than the traditional approach* Does it follow that all the work that our professionals currently do can only be undertaken by licensed experts?* To what extent do we actually trust professionals to admit that their services could be delivered differently, or passed along to non-professionals? * Why CPAs are knowledge workers and not service workers; why the difference is critical.* Define and address how CPA firms sell Intellectual Capital (IC).* The three components of IC and how each one can be leveraged to create wealth for customers of the firm.* Why your firm's people are volunteers and not assets or resources.* How the focus on revenue growth and market share can seriously impair your firm's profitability; what to do about it.* Why the traditional metrics of efficiency-over a century old-are no longer relevant to measuring the effectiveness of knowledge workers.* The importance of customer selection and the revolutionary Adaptive Capacity Model.* Since CPA firms are businesses, and businesses have prices (not hourly billing rates), the importance of Pricing on Purpose will be discussed.* Best practices from successful accounting firms around the world that have implemented these strategies.*Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709*Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709*Taxpayers who do not file gift tax returns but should*The annual exclusion rules for gifts to trusts including required Crummey notices*What should be disclosed on the return for purposes of running the statute of limitations*The reporting of installment sales and split-interest*Valuations and valuation discounts for gifts of closely held businesses*The utilization of Generation Skipping Transfer Tax and the related automatic allocation rules*Reporting the use of a deceased spouse's unused exclusion exemption amount (DSUEA)*A line-by-line explanation of Form 709*Passive activity rules for trusts including the NIIT*The different types of trusts for income tax purposes (e.g.

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