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Year-End Planning

78
Year-End Tax Planning
38
Gift-Tax Exemption
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Generation-Skipping Transfer
15
Grantor Retained Annuity Trust
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Affordable Care Act
14
Bush-Era Tax Cuts
13
Tax Relief Act of 2010
11
3.8% Medicare Tax
10
Charitable Donations
10
Estate Planning
10
IRS
9
Fiscal Cliff
8
401k
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Alternative Minimum Tax
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Barack Obama
8
Capital Gains
8
Compliance
8
Flexible Spending Accounts
8
IRA
7
Adjusted Gross Income
7
Employee Benefits
7
Family Investment LLC
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Income Taxes
7
Retirement Plan
7
Same-Sex Marriage
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Year-End Compliance Checklist
6
Healthcare
6
Reporting Requirements
6
Spousal Access Trust
5
Deductions
5
Deferred Compensation
5
Gift Tax
5
Intentionally Defective Grantor Trusts
5
Medicare Taxes
5
Qualified Personal Residence Trust
5
Qualified Small Business Stock
5
Tax Exemptions
4
Benefit Plan Sponsors
4
Charitable Lead Annuity Trust
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Dividends
4
DOMA
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Employer Group Health Plans
4
Estate Tax
4
Family Pension Plan
4
Harvesting Losses
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Tax Deductions
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Tax Rates
3
Annuities
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3
Charitable Remainder Trust
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Employer Liability Issues
3
ERISA
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Executive Compensation
3
Grantor Trusts
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Healthcare Reform
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Required Minimum Distributions
3
Safe Harbors
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Unified Credit Portability
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W-2
2
American Opportunity Tax Credit
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Annual Meeting
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Budget Control Act of 2011
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Cafeteria Plans
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Captive Insurance Company
2
CFTC
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Divorce
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Dodd-Frank
2
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Employer Mandates
2
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FATCA
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2
Fiduciary Duty
2
FSA
2
HIPAA
2
Hospital Insurance Act
2
HSA
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Hurricane Sandy
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IC-DISC
2
Irrevocable Trusts
2
Legal Perspectives
2
Mental Health Parity Rule
2
MHPAEA
2
Minimum Wage
2
Net Investment Income
2
Notice Requirements
2
Profit Sharing
2
Qualified Charitable Distributions
2
Roth Conversions
2
Section 179 Property
2
Training
2
US v Windsor
2
Wage and Hour
2
Wages
2
Whistleblowers
1
529 Plans
1
American Recovery and Reinvestment Act
1
American Taxpayer Relief Act
1
Annual Reports
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Anti-Kickback Statute
1
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Australia
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Big Law
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Bring Your Own Device
1
Bullying
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Business Ownership
1
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1
CEOs
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Charitable Rollover
1
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1
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1
Citigroup
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Commercial End-User Exception
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Commodities Exchange Act
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Conflict Mineral Rules
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DOL
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Employee Rights
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EU
1
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FBAR
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FEHA
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1
Form 3921
1
Form 3922
1
Frozen Cash Value Life Insurance
1
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1
Gain Exclusion
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GINA
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Green Book
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Health and Education Exclusion Trusts
1
Health and Welfare Plans
1
Health Plan Sponsors
1
Health Savings Accounts
1
Hiring & Firing
1
Hobby Loss Rules
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Holiday Parties
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HRA
1
Incentive Stock Options
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Individual Biennial Aggregate Limit
1
Intra-Family Loans
1
Investment Adviser
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Investors
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Life Insurance
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Marital Status
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Mitt Romney
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NYSE
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1
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PBGC
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1
Political Contributions
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Private Placement Variable Deferred Annuities
1
Probationary Employees
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Property Tax
1
Proxy Season
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Qualified Health Plans
1
Qualified Retirement Plans
1
Reasonable Accommodation
1
Regulation S-K
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Rent
1
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Risk Management
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Royalties
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RULLCA
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Sarbanes-Oxley
1
SBC
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Seasonal Workers
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SEC
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Section 409A
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Self-Employment Tax
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Tax Planning
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Tax Qualified Retirement Plans
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Third-Party Risk
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TPAs
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Transfer of Assets
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Unpaid Overtime
1
Use or Lose Rule
1
Variable Deferred Annuities
1
Variable Insurance
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Vesting
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Wellness Programs
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Workplace Injury