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Looking To Grow Your Tax Business?
TaxCoach™ Is Plain-English Tax Planning —
That Builds Your Business Year-Round
New Module: Tax Strategy for Capital Gains
from TaxCoach™ Briefs
Volume 1, Number 18 — September 28, 2006
by Keith A. VandeStadt, CPA
A tax strategy for every occasion, Ed and I always say.
We're pleased to announce that, at subscriber request, we've added a new module to TaxCoach summarizing capital gains tax issues. The new module defines short-term and long-term capital gains; outlines how to calculate them, report them, and carry them forward; and discusses how capital gains can cost taxpayers valuable deductions, credits, and allowances. It also includes a chart of strategies for avoiding capital gains, such as 1031 exchanges, installment sales, structured sales, charitable trusts, and private annuities and trusts. The new module appears near the front of the 'Cashing In' section of the plan report, and serves as an introduction to the various strategies discussed in that section.
When you create a new client in TaxCoach and first go to the Reports screen, the system automatically applies its artificial intelligence to the detail information about the client, and selects which tax strategy modules best apply. TaxCoach automatically includes the new capital gains module for those clients indicating they have a business, investment real estate, or significant portfolio gains.
If you've already created a client in TaxCoach and wish to add the tax strategy module to their report, you can simply go to the 'Reports' screen, and select the module manually in the 'Cashing Out' section. Alternatively, you can click on the blue 'Refresh TaxCoach's Suggestions' button and the system will add the module if it's appropriate for the client.
Click here to learn more about tax strategy from TaxCoach™.
Practical Tax Strategies . . .
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