SlideShare a Scribd company logo
Tool & Techniques World of Financial & Tax Planning 
By Jay Katz 
A Tax Professional’s Ten Commandments 
The Tools & Techniques of Income Tax Planning 
www.NationalUnderwriter.com
Tool & Techniques World of Financial & Tax Planning 
By 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 Planning 
By 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 Planning 
By 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 Planning 
By 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 Planning 
By 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 Planning 
By 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 Planning 
By 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 Planning 
By 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 Planning 
By 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 Planning 
By 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 Planning 
By 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 Planning 
By 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

More Related Content

Viewers also liked

P ph badan dan badan usaha tetap
P ph badan dan badan usaha tetapP ph badan dan badan usaha tetap
P ph badan dan badan usaha tetapFitria Hadri Yani
 
International Tax Planning for Trading Companies
International Tax Planning for Trading CompaniesInternational Tax Planning for Trading Companies
International Tax Planning for Trading Companies
NEWCO Corporate Services
 
Makalah Pajak Internasional
Makalah Pajak InternasionalMakalah Pajak Internasional
Makalah Pajak Internasional
Risang Pradana
 
Contoh ngisi spt ppn 1111
Contoh ngisi spt ppn 1111Contoh ngisi spt ppn 1111
Contoh ngisi spt ppn 1111
Tobagus Makmun
 
International Tax Planning as Viewed through the Eyes of BEPS
International Tax Planning as Viewed through the Eyes of BEPSInternational Tax Planning as Viewed through the Eyes of BEPS
International Tax Planning as Viewed through the Eyes of BEPS
Lewis Rice
 
Analysis of tax saving investments
Analysis of tax saving investmentsAnalysis of tax saving investments
Analysis of tax saving investments
Manaan Choksi
 
Manajemen Pajak atas Pengajuan Keberatan
Manajemen Pajak atas Pengajuan KeberatanManajemen Pajak atas Pengajuan Keberatan
Manajemen Pajak atas Pengajuan Keberatan
puspa
 
Current Tax Planning Techniques in U.S. and International Transactions
Current Tax Planning Techniques in U.S. and International TransactionsCurrent Tax Planning Techniques in U.S. and International Transactions
Current Tax Planning Techniques in U.S. and International Transactions
Winston & Strawn LLP
 
Makalah akuntansi internasional tax planning australia ungkap strategi double...
Makalah akuntansi internasional tax planning australia ungkap strategi double...Makalah akuntansi internasional tax planning australia ungkap strategi double...
Makalah akuntansi internasional tax planning australia ungkap strategi double...Jiantari Marthen
 
Konsep dasar pajak internasional by lutfi ardhani,dkk
Konsep dasar pajak internasional by lutfi ardhani,dkkKonsep dasar pajak internasional by lutfi ardhani,dkk
Konsep dasar pajak internasional by lutfi ardhani,dkk
Lutfi Ardhani
 
Tax Planning (Hpp And Pengurang)
Tax Planning (Hpp And Pengurang)Tax Planning (Hpp And Pengurang)
Tax Planning (Hpp And Pengurang)puspa
 
Makalah Pajak Tax Planing Orang Prinadi
Makalah Pajak Tax Planing Orang PrinadiMakalah Pajak Tax Planing Orang Prinadi
Makalah Pajak Tax Planing Orang Prinadi
Gudang Makalah
 
Tax Saving Investments
Tax Saving InvestmentsTax Saving Investments
Tax Saving Investments
CA Jimmit Mehta
 
Tax Planning atas PPN
Tax Planning atas PPNTax Planning atas PPN
Tax Planning atas PPN
puspa
 
Tax planning dan pengendalian atas unsur unsur objek withholding tax (selain ...
Tax planning dan pengendalian atas unsur unsur objek withholding tax (selain ...Tax planning dan pengendalian atas unsur unsur objek withholding tax (selain ...
Tax planning dan pengendalian atas unsur unsur objek withholding tax (selain ...
Lutfi Ardhani
 
PPN Fasilitas
PPN   FasilitasPPN   Fasilitas
PPN Fasilitas
karomah95
 

Viewers also liked (20)

P ph badan dan badan usaha tetap
P ph badan dan badan usaha tetapP ph badan dan badan usaha tetap
P ph badan dan badan usaha tetap
 
International Tax Planning for Trading Companies
International Tax Planning for Trading CompaniesInternational Tax Planning for Trading Companies
International Tax Planning for Trading Companies
 
pajak: BUT
pajak: BUTpajak: BUT
pajak: BUT
 
Cross Border Tax Planning
Cross Border Tax PlanningCross Border Tax Planning
Cross Border Tax Planning
 
Makalah Pajak Internasional
Makalah Pajak InternasionalMakalah Pajak Internasional
Makalah Pajak Internasional
 
Contoh ngisi spt ppn 1111
Contoh ngisi spt ppn 1111Contoh ngisi spt ppn 1111
Contoh ngisi spt ppn 1111
 
International Tax Planning as Viewed through the Eyes of BEPS
International Tax Planning as Viewed through the Eyes of BEPSInternational Tax Planning as Viewed through the Eyes of BEPS
International Tax Planning as Viewed through the Eyes of BEPS
 
Analysis of tax saving investments
Analysis of tax saving investmentsAnalysis of tax saving investments
Analysis of tax saving investments
 
Manajemen Pajak atas Pengajuan Keberatan
Manajemen Pajak atas Pengajuan KeberatanManajemen Pajak atas Pengajuan Keberatan
Manajemen Pajak atas Pengajuan Keberatan
 
Current Tax Planning Techniques in U.S. and International Transactions
Current Tax Planning Techniques in U.S. and International TransactionsCurrent Tax Planning Techniques in U.S. and International Transactions
Current Tax Planning Techniques in U.S. and International Transactions
 
Makalah akuntansi internasional tax planning australia ungkap strategi double...
Makalah akuntansi internasional tax planning australia ungkap strategi double...Makalah akuntansi internasional tax planning australia ungkap strategi double...
Makalah akuntansi internasional tax planning australia ungkap strategi double...
 
Konsep dasar pajak internasional by lutfi ardhani,dkk
Konsep dasar pajak internasional by lutfi ardhani,dkkKonsep dasar pajak internasional by lutfi ardhani,dkk
Konsep dasar pajak internasional by lutfi ardhani,dkk
 
Tax Planning (Hpp And Pengurang)
Tax Planning (Hpp And Pengurang)Tax Planning (Hpp And Pengurang)
Tax Planning (Hpp And Pengurang)
 
Makalah Pajak Tax Planing Orang Prinadi
Makalah Pajak Tax Planing Orang PrinadiMakalah Pajak Tax Planing Orang Prinadi
Makalah Pajak Tax Planing Orang Prinadi
 
Tax evasion
Tax evasionTax evasion
Tax evasion
 
Tax Saving Investments
Tax Saving InvestmentsTax Saving Investments
Tax Saving Investments
 
Tax Planning atas PPN
Tax Planning atas PPNTax Planning atas PPN
Tax Planning atas PPN
 
Tax planning for salaried individuals
Tax planning for salaried individualsTax planning for salaried individuals
Tax planning for salaried individuals
 
Tax planning dan pengendalian atas unsur unsur objek withholding tax (selain ...
Tax planning dan pengendalian atas unsur unsur objek withholding tax (selain ...Tax planning dan pengendalian atas unsur unsur objek withholding tax (selain ...
Tax planning dan pengendalian atas unsur unsur objek withholding tax (selain ...
 
PPN Fasilitas
PPN   FasilitasPPN   Fasilitas
PPN Fasilitas
 

Similar to A Tax Professional’s Ten Commandments from Jay Katz' Tool & Techniques World of Financial & Tax Planning

February14 IRS Valentine’s Day Words of Wisdom by Jay Katz
February14 IRS Valentine’s Day Words of Wisdom by Jay KatzFebruary14 IRS Valentine’s Day Words of Wisdom by Jay Katz
February14 IRS Valentine’s Day Words of Wisdom by Jay Katz
NationalUnderwriter
 
The IRS Halloween Bag of Tricks
The IRS Halloween Bag of TricksThe IRS Halloween Bag of Tricks
The IRS Halloween Bag of Tricks
NationalUnderwriter
 
First Time Home-buyer Checklist
First Time Home-buyer ChecklistFirst Time Home-buyer Checklist
First Time Home-buyer Checklist
Johanna Stubblefield
 
Real Estate Investment Strategy
Real Estate Investment StrategyReal Estate Investment Strategy
Real Estate Investment Strategy
CindyLogan23
 
Strongbrook Buy & Hold-Turnkey Strategy
Strongbrook Buy & Hold-Turnkey StrategyStrongbrook Buy & Hold-Turnkey Strategy
Strongbrook Buy & Hold-Turnkey Strategy
William Moore
 
[On-Demand Webinar] Tips to Successfully Invest in Property | Tips to Save Ta...
[On-Demand Webinar] Tips to Successfully Invest in Property | Tips to Save Ta...[On-Demand Webinar] Tips to Successfully Invest in Property | Tips to Save Ta...
[On-Demand Webinar] Tips to Successfully Invest in Property | Tips to Save Ta...
Emily John
 
1040 INSTRUCTIONS
1040 INSTRUCTIONS 1040 INSTRUCTIONS
1040 INSTRUCTIONS
Schaumburg CPA
 
Wealth Creation Presentation
Wealth Creation PresentationWealth Creation Presentation
Wealth Creation Presentation
William D. Moore
 
Re investment news sept 2016 - to web
Re investment news  sept 2016 - to webRe investment news  sept 2016 - to web
Re investment news sept 2016 - to web
Mid-America Association of Real Estate Investors
 
With the FIND IT AND FUND IT SYSTEM
With the FIND IT AND FUND IT SYSTEMWith the FIND IT AND FUND IT SYSTEM
With the FIND IT AND FUND IT SYSTEM
douglas Findley
 
The Real Estate Investment News June 2013
The Real Estate Investment News June 2013The Real Estate Investment News June 2013
The Real Estate Investment News June 2013
Mid-America Association of Real Estate Investors
 
MAREI Newsletter June 2013
MAREI Newsletter June 2013MAREI Newsletter June 2013
3 Pillar Wealth Creation Webinar Presentation
3 Pillar Wealth Creation Webinar Presentation3 Pillar Wealth Creation Webinar Presentation
3 Pillar Wealth Creation Webinar Presentation
William D. Moore
 
sbmapessentialspresentation-150127160842-conversion-gate02.pptx
sbmapessentialspresentation-150127160842-conversion-gate02.pptxsbmapessentialspresentation-150127160842-conversion-gate02.pptx
sbmapessentialspresentation-150127160842-conversion-gate02.pptxProsperity Financials
 
Cherry Republik Citizens Event
Cherry Republik Citizens Event   Cherry Republik Citizens Event
Cherry Republik Citizens Event
Naledi Thandeka Mashego
 
wiley-cpa-review-focus-notes revieww.pdf
wiley-cpa-review-focus-notes revieww.pdfwiley-cpa-review-focus-notes revieww.pdf
wiley-cpa-review-focus-notes revieww.pdf
allysaamping
 
In motion winter14_final
In motion winter14_finalIn motion winter14_final
In motion winter14_final
Sikich LLP
 
Income Tax Recovery
Income Tax RecoveryIncome Tax Recovery
Income Tax Recoverygregfowler1
 

Similar to A Tax Professional’s Ten Commandments from Jay Katz' Tool & Techniques World of Financial & Tax Planning (20)

February14 IRS Valentine’s Day Words of Wisdom by Jay Katz
February14 IRS Valentine’s Day Words of Wisdom by Jay KatzFebruary14 IRS Valentine’s Day Words of Wisdom by Jay Katz
February14 IRS Valentine’s Day Words of Wisdom by Jay Katz
 
The IRS Halloween Bag of Tricks
The IRS Halloween Bag of TricksThe IRS Halloween Bag of Tricks
The IRS Halloween Bag of Tricks
 
First Time Home-buyer Checklist
First Time Home-buyer ChecklistFirst Time Home-buyer Checklist
First Time Home-buyer Checklist
 
Miller Presentation
Miller PresentationMiller Presentation
Miller Presentation
 
Real Estate Investment Strategy
Real Estate Investment StrategyReal Estate Investment Strategy
Real Estate Investment Strategy
 
Strongbrook Buy & Hold-Turnkey Strategy
Strongbrook Buy & Hold-Turnkey StrategyStrongbrook Buy & Hold-Turnkey Strategy
Strongbrook Buy & Hold-Turnkey Strategy
 
[On-Demand Webinar] Tips to Successfully Invest in Property | Tips to Save Ta...
[On-Demand Webinar] Tips to Successfully Invest in Property | Tips to Save Ta...[On-Demand Webinar] Tips to Successfully Invest in Property | Tips to Save Ta...
[On-Demand Webinar] Tips to Successfully Invest in Property | Tips to Save Ta...
 
1040 INSTRUCTIONS
1040 INSTRUCTIONS 1040 INSTRUCTIONS
1040 INSTRUCTIONS
 
Wealth Creation Presentation
Wealth Creation PresentationWealth Creation Presentation
Wealth Creation Presentation
 
Re investment news sept 2016 - to web
Re investment news  sept 2016 - to webRe investment news  sept 2016 - to web
Re investment news sept 2016 - to web
 
With the FIND IT AND FUND IT SYSTEM
With the FIND IT AND FUND IT SYSTEMWith the FIND IT AND FUND IT SYSTEM
With the FIND IT AND FUND IT SYSTEM
 
The Real Estate Investment News June 2013
The Real Estate Investment News June 2013The Real Estate Investment News June 2013
The Real Estate Investment News June 2013
 
MAREI Newsletter June 2013
MAREI Newsletter June 2013MAREI Newsletter June 2013
MAREI Newsletter June 2013
 
3 Pillar Wealth Creation Webinar Presentation
3 Pillar Wealth Creation Webinar Presentation3 Pillar Wealth Creation Webinar Presentation
3 Pillar Wealth Creation Webinar Presentation
 
sbmapessentialspresentation-150127160842-conversion-gate02.pptx
sbmapessentialspresentation-150127160842-conversion-gate02.pptxsbmapessentialspresentation-150127160842-conversion-gate02.pptx
sbmapessentialspresentation-150127160842-conversion-gate02.pptx
 
Cherry Republik Citizens Event
Cherry Republik Citizens Event   Cherry Republik Citizens Event
Cherry Republik Citizens Event
 
wiley-cpa-review-focus-notes revieww.pdf
wiley-cpa-review-focus-notes revieww.pdfwiley-cpa-review-focus-notes revieww.pdf
wiley-cpa-review-focus-notes revieww.pdf
 
UFSTSG Brochure 2015
UFSTSG Brochure 2015UFSTSG Brochure 2015
UFSTSG Brochure 2015
 
In motion winter14_final
In motion winter14_finalIn motion winter14_final
In motion winter14_final
 
Income Tax Recovery
Income Tax RecoveryIncome Tax Recovery
Income Tax Recovery
 

More from NationalUnderwriter

Excess and Surplus Lines Law: A 3-State Sample of a Complete State-by-State C...
Excess and Surplus Lines Law: A 3-State Sample of a Complete State-by-State C...Excess and Surplus Lines Law: A 3-State Sample of a Complete State-by-State C...
Excess and Surplus Lines Law: A 3-State Sample of a Complete State-by-State C...
NationalUnderwriter
 
How to Successfully Navigate the Latest Changes to the Affordable Care Act
How to Successfully Navigate the Latest Changes to the Affordable Care ActHow to Successfully Navigate the Latest Changes to the Affordable Care Act
How to Successfully Navigate the Latest Changes to the Affordable Care Act
NationalUnderwriter
 
Finding in Favor of Insurer, Jury Rejects Homeowners¹ Bid for $600,000 for Wa...
Finding in Favor of Insurer, Jury Rejects Homeowners¹ Bid for $600,000 for Wa...Finding in Favor of Insurer, Jury Rejects Homeowners¹ Bid for $600,000 for Wa...
Finding in Favor of Insurer, Jury Rejects Homeowners¹ Bid for $600,000 for Wa...
NationalUnderwriter
 
The EU Solvency II Regime for Insurers: An Update on Implementation
The EU Solvency II Regime for Insurers: An Update on ImplementationThe EU Solvency II Regime for Insurers: An Update on Implementation
The EU Solvency II Regime for Insurers: An Update on Implementation
NationalUnderwriter
 
CFTC Grants No Action Relief to Commodity Pool Operators with Respect to Cert...
CFTC Grants No Action Relief to Commodity Pool Operators with Respect to Cert...CFTC Grants No Action Relief to Commodity Pool Operators with Respect to Cert...
CFTC Grants No Action Relief to Commodity Pool Operators with Respect to Cert...
NationalUnderwriter
 
Arbitration in Insurance Coverage Disputes: Pluses and Minuses
Arbitration in Insurance Coverage Disputes: Pluses and MinusesArbitration in Insurance Coverage Disputes: Pluses and Minuses
Arbitration in Insurance Coverage Disputes: Pluses and Minuses
NationalUnderwriter
 
Supreme Court of Texas Marries Contractual Limitations to Insurance Policies
Supreme Court of Texas Marries Contractual Limitations to Insurance PoliciesSupreme Court of Texas Marries Contractual Limitations to Insurance Policies
Supreme Court of Texas Marries Contractual Limitations to Insurance Policies
NationalUnderwriter
 
Supreme Court of New Jersey Confirms "Fairly Debatable" Standard for First Pa...
Supreme Court of New Jersey Confirms "Fairly Debatable" Standard for First Pa...Supreme Court of New Jersey Confirms "Fairly Debatable" Standard for First Pa...
Supreme Court of New Jersey Confirms "Fairly Debatable" Standard for First Pa...
NationalUnderwriter
 
Pennsylvania Supreme Court Holds Policyholders May Assign Their Statutory Rig...
Pennsylvania Supreme Court Holds Policyholders May Assign Their Statutory Rig...Pennsylvania Supreme Court Holds Policyholders May Assign Their Statutory Rig...
Pennsylvania Supreme Court Holds Policyholders May Assign Their Statutory Rig...
NationalUnderwriter
 
New York State Department of Financial Services Expands Its Cyber Focus to In...
New York State Department of Financial Services Expands Its Cyber Focus to In...New York State Department of Financial Services Expands Its Cyber Focus to In...
New York State Department of Financial Services Expands Its Cyber Focus to In...
NationalUnderwriter
 
Migrating Sand Triggers Separate Policy Limits for CGL Policy¹s Personal Inju...
Migrating Sand Triggers Separate Policy Limits for CGL Policy¹s Personal Inju...Migrating Sand Triggers Separate Policy Limits for CGL Policy¹s Personal Inju...
Migrating Sand Triggers Separate Policy Limits for CGL Policy¹s Personal Inju...
NationalUnderwriter
 
Cyber Security and Insurance Coverage Protection: The Perfect Time for an Audit
Cyber Security and Insurance Coverage Protection: The Perfect Time for an AuditCyber Security and Insurance Coverage Protection: The Perfect Time for an Audit
Cyber Security and Insurance Coverage Protection: The Perfect Time for an Audit
NationalUnderwriter
 
Class Actions: Insurance Related Claims
Class Actions: Insurance Related ClaimsClass Actions: Insurance Related Claims
Class Actions: Insurance Related Claims
NationalUnderwriter
 
Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad ...
Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad ...Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad ...
Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad ...
NationalUnderwriter
 
CFTC Grants No-Action Relief to Commodity Pool Operators with Respect to Cert...
CFTC Grants No-Action Relief to Commodity Pool Operators with Respect to Cert...CFTC Grants No-Action Relief to Commodity Pool Operators with Respect to Cert...
CFTC Grants No-Action Relief to Commodity Pool Operators with Respect to Cert...
NationalUnderwriter
 
N.J. Trial Court Applies "Named Storm" Deductible in Superstorm Sandy Case
N.J. Trial Court Applies "Named Storm" Deductible in Superstorm Sandy CaseN.J. Trial Court Applies "Named Storm" Deductible in Superstorm Sandy Case
N.J. Trial Court Applies "Named Storm" Deductible in Superstorm Sandy Case
NationalUnderwriter
 
Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad-...
Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad-...Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad-...
Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad-...
NationalUnderwriter
 
Wisconsin Supreme Court: Pollution Exclusion Bars Coverage for Well Contamin...
Wisconsin Supreme Court:  Pollution Exclusion Bars Coverage for Well Contamin...Wisconsin Supreme Court:  Pollution Exclusion Bars Coverage for Well Contamin...
Wisconsin Supreme Court: Pollution Exclusion Bars Coverage for Well Contamin...
NationalUnderwriter
 
New York High Court Finds Lead Exposure Injuries to Children of Different Fam...
New York High Court Finds Lead Exposure Injuries to Children of Different Fam...New York High Court Finds Lead Exposure Injuries to Children of Different Fam...
New York High Court Finds Lead Exposure Injuries to Children of Different Fam...
NationalUnderwriter
 
Discharge of Debt Income (from The Tools & Techniques of Income Tax Planning)
Discharge of Debt Income (from The Tools & Techniques of Income Tax Planning)Discharge of Debt Income (from The Tools & Techniques of Income Tax Planning)
Discharge of Debt Income (from The Tools & Techniques of Income Tax Planning)
NationalUnderwriter
 

More from NationalUnderwriter (20)

Excess and Surplus Lines Law: A 3-State Sample of a Complete State-by-State C...
Excess and Surplus Lines Law: A 3-State Sample of a Complete State-by-State C...Excess and Surplus Lines Law: A 3-State Sample of a Complete State-by-State C...
Excess and Surplus Lines Law: A 3-State Sample of a Complete State-by-State C...
 
How to Successfully Navigate the Latest Changes to the Affordable Care Act
How to Successfully Navigate the Latest Changes to the Affordable Care ActHow to Successfully Navigate the Latest Changes to the Affordable Care Act
How to Successfully Navigate the Latest Changes to the Affordable Care Act
 
Finding in Favor of Insurer, Jury Rejects Homeowners¹ Bid for $600,000 for Wa...
Finding in Favor of Insurer, Jury Rejects Homeowners¹ Bid for $600,000 for Wa...Finding in Favor of Insurer, Jury Rejects Homeowners¹ Bid for $600,000 for Wa...
Finding in Favor of Insurer, Jury Rejects Homeowners¹ Bid for $600,000 for Wa...
 
The EU Solvency II Regime for Insurers: An Update on Implementation
The EU Solvency II Regime for Insurers: An Update on ImplementationThe EU Solvency II Regime for Insurers: An Update on Implementation
The EU Solvency II Regime for Insurers: An Update on Implementation
 
CFTC Grants No Action Relief to Commodity Pool Operators with Respect to Cert...
CFTC Grants No Action Relief to Commodity Pool Operators with Respect to Cert...CFTC Grants No Action Relief to Commodity Pool Operators with Respect to Cert...
CFTC Grants No Action Relief to Commodity Pool Operators with Respect to Cert...
 
Arbitration in Insurance Coverage Disputes: Pluses and Minuses
Arbitration in Insurance Coverage Disputes: Pluses and MinusesArbitration in Insurance Coverage Disputes: Pluses and Minuses
Arbitration in Insurance Coverage Disputes: Pluses and Minuses
 
Supreme Court of Texas Marries Contractual Limitations to Insurance Policies
Supreme Court of Texas Marries Contractual Limitations to Insurance PoliciesSupreme Court of Texas Marries Contractual Limitations to Insurance Policies
Supreme Court of Texas Marries Contractual Limitations to Insurance Policies
 
Supreme Court of New Jersey Confirms "Fairly Debatable" Standard for First Pa...
Supreme Court of New Jersey Confirms "Fairly Debatable" Standard for First Pa...Supreme Court of New Jersey Confirms "Fairly Debatable" Standard for First Pa...
Supreme Court of New Jersey Confirms "Fairly Debatable" Standard for First Pa...
 
Pennsylvania Supreme Court Holds Policyholders May Assign Their Statutory Rig...
Pennsylvania Supreme Court Holds Policyholders May Assign Their Statutory Rig...Pennsylvania Supreme Court Holds Policyholders May Assign Their Statutory Rig...
Pennsylvania Supreme Court Holds Policyholders May Assign Their Statutory Rig...
 
New York State Department of Financial Services Expands Its Cyber Focus to In...
New York State Department of Financial Services Expands Its Cyber Focus to In...New York State Department of Financial Services Expands Its Cyber Focus to In...
New York State Department of Financial Services Expands Its Cyber Focus to In...
 
Migrating Sand Triggers Separate Policy Limits for CGL Policy¹s Personal Inju...
Migrating Sand Triggers Separate Policy Limits for CGL Policy¹s Personal Inju...Migrating Sand Triggers Separate Policy Limits for CGL Policy¹s Personal Inju...
Migrating Sand Triggers Separate Policy Limits for CGL Policy¹s Personal Inju...
 
Cyber Security and Insurance Coverage Protection: The Perfect Time for an Audit
Cyber Security and Insurance Coverage Protection: The Perfect Time for an AuditCyber Security and Insurance Coverage Protection: The Perfect Time for an Audit
Cyber Security and Insurance Coverage Protection: The Perfect Time for an Audit
 
Class Actions: Insurance Related Claims
Class Actions: Insurance Related ClaimsClass Actions: Insurance Related Claims
Class Actions: Insurance Related Claims
 
Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad ...
Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad ...Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad ...
Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad ...
 
CFTC Grants No-Action Relief to Commodity Pool Operators with Respect to Cert...
CFTC Grants No-Action Relief to Commodity Pool Operators with Respect to Cert...CFTC Grants No-Action Relief to Commodity Pool Operators with Respect to Cert...
CFTC Grants No-Action Relief to Commodity Pool Operators with Respect to Cert...
 
N.J. Trial Court Applies "Named Storm" Deductible in Superstorm Sandy Case
N.J. Trial Court Applies "Named Storm" Deductible in Superstorm Sandy CaseN.J. Trial Court Applies "Named Storm" Deductible in Superstorm Sandy Case
N.J. Trial Court Applies "Named Storm" Deductible in Superstorm Sandy Case
 
Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad-...
Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad-...Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad-...
Clarifying Bad Faith Jurisprudence in Virginia, Federal Court Recognizes Bad-...
 
Wisconsin Supreme Court: Pollution Exclusion Bars Coverage for Well Contamin...
Wisconsin Supreme Court:  Pollution Exclusion Bars Coverage for Well Contamin...Wisconsin Supreme Court:  Pollution Exclusion Bars Coverage for Well Contamin...
Wisconsin Supreme Court: Pollution Exclusion Bars Coverage for Well Contamin...
 
New York High Court Finds Lead Exposure Injuries to Children of Different Fam...
New York High Court Finds Lead Exposure Injuries to Children of Different Fam...New York High Court Finds Lead Exposure Injuries to Children of Different Fam...
New York High Court Finds Lead Exposure Injuries to Children of Different Fam...
 
Discharge of Debt Income (from The Tools & Techniques of Income Tax Planning)
Discharge of Debt Income (from The Tools & Techniques of Income Tax Planning)Discharge of Debt Income (from The Tools & Techniques of Income Tax Planning)
Discharge of Debt Income (from The Tools & Techniques of Income Tax Planning)
 

Recently uploaded

一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理
一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理
一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理
taqyed
 
BeMetals Presentation_May_22_2024 .pdf
BeMetals Presentation_May_22_2024   .pdfBeMetals Presentation_May_22_2024   .pdf
BeMetals Presentation_May_22_2024 .pdf
DerekIwanaka1
 
Project File Report BBA 6th semester.pdf
Project File Report BBA 6th semester.pdfProject File Report BBA 6th semester.pdf
Project File Report BBA 6th semester.pdf
RajPriye
 
The Parable of the Pipeline a book every new businessman or business student ...
The Parable of the Pipeline a book every new businessman or business student ...The Parable of the Pipeline a book every new businessman or business student ...
The Parable of the Pipeline a book every new businessman or business student ...
awaisafdar
 
Unveiling the Secrets How Does Generative AI Work.pdf
Unveiling the Secrets How Does Generative AI Work.pdfUnveiling the Secrets How Does Generative AI Work.pdf
Unveiling the Secrets How Does Generative AI Work.pdf
Sam H
 
3.0 Project 2_ Developing My Brand Identity Kit.pptx
3.0 Project 2_ Developing My Brand Identity Kit.pptx3.0 Project 2_ Developing My Brand Identity Kit.pptx
3.0 Project 2_ Developing My Brand Identity Kit.pptx
tanyjahb
 
falcon-invoice-discounting-a-premier-platform-for-investors-in-india
falcon-invoice-discounting-a-premier-platform-for-investors-in-indiafalcon-invoice-discounting-a-premier-platform-for-investors-in-india
falcon-invoice-discounting-a-premier-platform-for-investors-in-india
Falcon Invoice Discounting
 
What is the TDS Return Filing Due Date for FY 2024-25.pdf
What is the TDS Return Filing Due Date for FY 2024-25.pdfWhat is the TDS Return Filing Due Date for FY 2024-25.pdf
What is the TDS Return Filing Due Date for FY 2024-25.pdf
seoforlegalpillers
 
Affordable Stationery Printing Services in Jaipur | Navpack n Print
Affordable Stationery Printing Services in Jaipur | Navpack n PrintAffordable Stationery Printing Services in Jaipur | Navpack n Print
Affordable Stationery Printing Services in Jaipur | Navpack n Print
Navpack & Print
 
April 2024 Nostalgia Products Newsletter
April 2024 Nostalgia Products NewsletterApril 2024 Nostalgia Products Newsletter
April 2024 Nostalgia Products Newsletter
NathanBaughman3
 
ikea_woodgreen_petscharity_cat-alogue_digital.pdf
ikea_woodgreen_petscharity_cat-alogue_digital.pdfikea_woodgreen_petscharity_cat-alogue_digital.pdf
ikea_woodgreen_petscharity_cat-alogue_digital.pdf
agatadrynko
 
amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05
marketing317746
 
What are the main advantages of using HR recruiter services.pdf
What are the main advantages of using HR recruiter services.pdfWhat are the main advantages of using HR recruiter services.pdf
What are the main advantages of using HR recruiter services.pdf
HumanResourceDimensi1
 
anas about venice for grade 6f about venice
anas about venice for grade 6f about veniceanas about venice for grade 6f about venice
anas about venice for grade 6f about venice
anasabutalha2013
 
Maksym Vyshnivetskyi: PMO Quality Management (UA)
Maksym Vyshnivetskyi: PMO Quality Management (UA)Maksym Vyshnivetskyi: PMO Quality Management (UA)
Maksym Vyshnivetskyi: PMO Quality Management (UA)
Lviv Startup Club
 
The effects of customers service quality and online reviews on customer loyal...
The effects of customers service quality and online reviews on customer loyal...The effects of customers service quality and online reviews on customer loyal...
The effects of customers service quality and online reviews on customer loyal...
balatucanapplelovely
 
Kseniya Leshchenko: Shared development support service model as the way to ma...
Kseniya Leshchenko: Shared development support service model as the way to ma...Kseniya Leshchenko: Shared development support service model as the way to ma...
Kseniya Leshchenko: Shared development support service model as the way to ma...
Lviv Startup Club
 
Introduction to Amazon company 111111111111
Introduction to Amazon company 111111111111Introduction to Amazon company 111111111111
Introduction to Amazon company 111111111111
zoyaansari11365
 
ENTREPRENEURSHIP TRAINING.ppt for graduating class (1).ppt
ENTREPRENEURSHIP TRAINING.ppt for graduating class (1).pptENTREPRENEURSHIP TRAINING.ppt for graduating class (1).ppt
ENTREPRENEURSHIP TRAINING.ppt for graduating class (1).ppt
zechu97
 
Premium MEAN Stack Development Solutions for Modern Businesses
Premium MEAN Stack Development Solutions for Modern BusinessesPremium MEAN Stack Development Solutions for Modern Businesses
Premium MEAN Stack Development Solutions for Modern Businesses
SynapseIndia
 

Recently uploaded (20)

一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理
一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理
一比一原版加拿大渥太华大学毕业证(uottawa毕业证书)如何办理
 
BeMetals Presentation_May_22_2024 .pdf
BeMetals Presentation_May_22_2024   .pdfBeMetals Presentation_May_22_2024   .pdf
BeMetals Presentation_May_22_2024 .pdf
 
Project File Report BBA 6th semester.pdf
Project File Report BBA 6th semester.pdfProject File Report BBA 6th semester.pdf
Project File Report BBA 6th semester.pdf
 
The Parable of the Pipeline a book every new businessman or business student ...
The Parable of the Pipeline a book every new businessman or business student ...The Parable of the Pipeline a book every new businessman or business student ...
The Parable of the Pipeline a book every new businessman or business student ...
 
Unveiling the Secrets How Does Generative AI Work.pdf
Unveiling the Secrets How Does Generative AI Work.pdfUnveiling the Secrets How Does Generative AI Work.pdf
Unveiling the Secrets How Does Generative AI Work.pdf
 
3.0 Project 2_ Developing My Brand Identity Kit.pptx
3.0 Project 2_ Developing My Brand Identity Kit.pptx3.0 Project 2_ Developing My Brand Identity Kit.pptx
3.0 Project 2_ Developing My Brand Identity Kit.pptx
 
falcon-invoice-discounting-a-premier-platform-for-investors-in-india
falcon-invoice-discounting-a-premier-platform-for-investors-in-indiafalcon-invoice-discounting-a-premier-platform-for-investors-in-india
falcon-invoice-discounting-a-premier-platform-for-investors-in-india
 
What is the TDS Return Filing Due Date for FY 2024-25.pdf
What is the TDS Return Filing Due Date for FY 2024-25.pdfWhat is the TDS Return Filing Due Date for FY 2024-25.pdf
What is the TDS Return Filing Due Date for FY 2024-25.pdf
 
Affordable Stationery Printing Services in Jaipur | Navpack n Print
Affordable Stationery Printing Services in Jaipur | Navpack n PrintAffordable Stationery Printing Services in Jaipur | Navpack n Print
Affordable Stationery Printing Services in Jaipur | Navpack n Print
 
April 2024 Nostalgia Products Newsletter
April 2024 Nostalgia Products NewsletterApril 2024 Nostalgia Products Newsletter
April 2024 Nostalgia Products Newsletter
 
ikea_woodgreen_petscharity_cat-alogue_digital.pdf
ikea_woodgreen_petscharity_cat-alogue_digital.pdfikea_woodgreen_petscharity_cat-alogue_digital.pdf
ikea_woodgreen_petscharity_cat-alogue_digital.pdf
 
amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05amptalk_RecruitingDeck_english_2024.06.05
amptalk_RecruitingDeck_english_2024.06.05
 
What are the main advantages of using HR recruiter services.pdf
What are the main advantages of using HR recruiter services.pdfWhat are the main advantages of using HR recruiter services.pdf
What are the main advantages of using HR recruiter services.pdf
 
anas about venice for grade 6f about venice
anas about venice for grade 6f about veniceanas about venice for grade 6f about venice
anas about venice for grade 6f about venice
 
Maksym Vyshnivetskyi: PMO Quality Management (UA)
Maksym Vyshnivetskyi: PMO Quality Management (UA)Maksym Vyshnivetskyi: PMO Quality Management (UA)
Maksym Vyshnivetskyi: PMO Quality Management (UA)
 
The effects of customers service quality and online reviews on customer loyal...
The effects of customers service quality and online reviews on customer loyal...The effects of customers service quality and online reviews on customer loyal...
The effects of customers service quality and online reviews on customer loyal...
 
Kseniya Leshchenko: Shared development support service model as the way to ma...
Kseniya Leshchenko: Shared development support service model as the way to ma...Kseniya Leshchenko: Shared development support service model as the way to ma...
Kseniya Leshchenko: Shared development support service model as the way to ma...
 
Introduction to Amazon company 111111111111
Introduction to Amazon company 111111111111Introduction to Amazon company 111111111111
Introduction to Amazon company 111111111111
 
ENTREPRENEURSHIP TRAINING.ppt for graduating class (1).ppt
ENTREPRENEURSHIP TRAINING.ppt for graduating class (1).pptENTREPRENEURSHIP TRAINING.ppt for graduating class (1).ppt
ENTREPRENEURSHIP TRAINING.ppt for graduating class (1).ppt
 
Premium MEAN Stack Development Solutions for Modern Businesses
Premium MEAN Stack Development Solutions for Modern BusinessesPremium MEAN Stack Development Solutions for Modern Businesses
Premium MEAN Stack Development Solutions for Modern Businesses
 

A Tax Professional’s Ten Commandments from Jay Katz' Tool & Techniques World of Financial & Tax Planning

  • 1. Tool & Techniques World of Financial & Tax Planning By Jay Katz A Tax Professional’s Ten Commandments The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
  • 2. Tool & Techniques World of Financial & Tax Planning By Jay Katz 1. Thou shall stuff the IRS like a taxidermist. The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
  • 3. Tool & Techniques World of Financial & Tax Planning By Jay Katz 2. Thou shall prepare the final tax return of the Jedi. The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
  • 4. Tool & Techniques World of Financial & Tax Planning By 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
  • 5. Tool & Techniques World of Financial & Tax Planning By 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
  • 6. Tool & Techniques World of Financial & Tax Planning By Jay Katz 5. Thou shall claim the Urned Income Credit for a crematory. The Tools & Techniques of Income Tax Planning www.NationalUnderwriter.com
  • 7. Tool & Techniques World of Financial & Tax Planning By 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
  • 8. Tool & Techniques World of Financial & Tax Planning By 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
  • 9. Tool & Techniques World of Financial & Tax Planning By 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
  • 10. Tool & Techniques World of Financial & Tax Planning By 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
  • 11. Tool & Techniques World of Financial & Tax Planning By 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
  • 12. Tool & Techniques World of Financial & Tax Planning By 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
  • 13. Tool & Techniques World of Financial & Tax Planning By 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
  • 14. The Tools & Techniques of Income Tax Planning | www.NationalUnderwriter.com
  • 15. The Tools & Techniques of Income Tax Planning | www.NationalUnderwriter.com
  • 16. The Tools & Techniques of Income Tax Planning | www.NationalUnderwriter.com
  • 17. The Tools & Techniques of Income Tax Planning | www.NationalUnderwriter.com
  • 18. The Tools & Techniques of Income Tax Planning | www.NationalUnderwriter.com
  • 19. The Tools & Techniques of Income Tax Planning | www.NationalUnderwriter.com