men

Shintech will spend $1.5 billion to cement role as largest vinyl producer

The Louisiana project will complement an ethylene cracker the Japanese company is building in the state




men

Chemical toxicity assessments by U.S. EPA to be reshaped, if bill passes

Congressional committee votes to give industry and other agencies greater input and to shift responsibility for IRIS program from research office




men

Women chemists still face discrimination in academia

Survey shows little has changed in the decade since female professors were last asked about their careers




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Zaida Morales-Martínez wins mentoring award




men

Will the improving crude oil market sentiment last?

After an yo-yo movement in crude oil market last three weeks, including negative prices for the US-centric WTI (West Texas Intermediate), there is no




men

'Ford Endeavour is indeed the best SUV in its segment'

There's hardly anything that can go wrong with this vehicle since it offers everything that a buyer in this segment would ever want.




men

Elegant 330i M Sport is an improvement on BMW's best

Spend a weekend with the BMW 330i M Sport and it becomes apparent that plenty of fresh elements have been injected into the new 3 Series, says Pavan Lall.




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Shareholders' Agreements: A Tax and Legal Guide, 3rd Edition

 The best-selling Shareholders' Agreements: a Tax and Legal Guide is a practical, easy to read reference guide to the major business, financial, and tax considerations involved when structuring shareholders' agreements. The book has been revised since the last edition to take into account changing tax legislation and updates to common legal precedents such as:

  • Enhanced GAAR discussion with comments on recent Superior Court of Canada decision
  • Changes relating to non-competition agreements
  • New dividend taxation rules
  • New issues on share purchase on death
  • Increased lifetime SBC capital gains deduction
  • Changes relating to non-resident vendors/purchasers

The above changes will impact the typical shareholders' agreement as it would relate to payment of dividends vs. retention of income at the corporate level, structuring buyouts in the most tax effective way and the role of holding companies.

Consequently, the content of the book has been updated in order to meet the needs of professionals such as lawyers, accountants, insurance agents, and financial advisors who are frequently asked to comment on these types of agreements. This is especially important since shareholders' agreements form an integral part of business succession and estate planning, which is an area of projected growth given an aging population.

Additional Content:

Shareholders' Agreements: a Tax and Legal Guide also includes boilerplate samples on the accompanying DVD. Working sample agreements and variable clauses will be included on the DVD for convenient agreement creation.

About the Authors:

Jack Bernstein is a Senior Tax Partner with the law firm of Aird & Berlis LLP and a CCH author. Jack is a leading practitioner in the areas of corporate tax and estate planning. He is a well-known lecturer with several professional associations and has written for a number of trade publications. Jack is the original author of the 1988 work.

Stuart Bollefer is also a Senior Tax Partner and a member of the firm's Tax Group, as well as Chair of the Wealth Management and Succession Planning Team. Stuart has more than 25 years of extensive experience providing domestic and international tax advice with respect to mergers and acquisitions, inbound and outbound investment and business expansion, and estate and wealth preservation planning. Stuart acted as editor in chief and contributor in this edition.

Steven Kelman and Dennis Miller are Partners with Aird & Berlis LLP's Corporate Finance group, practising in the areas of corporate finance, mergers & acquisitions, debt and equity financings, and shareholders' agreements. Steven and Dennis have presented at a numbe

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ProSystem fx Practice Management

ProSystem fx Practice Management puts you in control of your firm with just a few clicks to improve your processes and profitability.

You get all the tools you need to manage your firm:

  • firm and employee dashhboard,
  • time and expense entry,
  • billing and invoicing,
  • accounts receivable,
  • project management,
  • contact management,
  • reporting,
  • marketing tools to generate mass emails, labels and letters

Three levels of ProSystem fx Practice Management are available:

Basic Edition - More features than any comparable tax and accounting billing package.
Office Edition - The Microsoft® Sequel Express solution.
Enterprise Edition - The optimal Microsoft® Sequel solution.

Download the brochure:

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Ontario Retail Sales Tax with Commentary

This edition is current to July 31, 2007

Now in its 28th edition, this well-known title consolidates the full text of the Ontario Retail Sales Tax Act and Regulations and includes current Retail Sales Tax Guides, Small Business Pointers, Information Notices, Interpretation Letters, and General Information Bulletins. The expert comprehensive commentary, by the firm of Ryan (formerly Robert Brakel & Associates), reflects recent changes, including those announced in the 2007 Ontario Budget.

Topics covered:

  • Specific applications of Ontario sales tax
  • Exemptions
  • Refunds
  • Vendor responsibilities
  • Audits
  • Assessments
  • Appeals

Features include:

  • Quick reference charts, including an overview of taxable and exempt goods and services
  • Frequently asked questions and answers highlighted throughout the commentary

Updates include:

  • New rules for the application of sales tax to computer software and related services
  • Changes to the rules pertaining to purchase exemption certificates
  • Changes to the rules pertaining to related party transactions
  • Consequential amendments to the change in the GST rate
  • Changes to various exemptions and rebates
  • 2005, 2006, and 2007 Ontario Budget changes
  • Updated commentary, for all recent changes in legislation and case law
  • Updated legislation, incorporating all recent amendments to July 31, 2007
  • New and revised administrative guides and publications, including updated guides on computer software and purchase exemption certificates
  • A new guide on common audit issues and additional interpretations on leases and rentals and telecommunications services

Table of Contents

  • Foreword
  • Summary of Amendments
  • Quick Reference Charts
  • Ontario Retail Sales Tax Commentary
  • Retail Sales Tax Act
  • Regulation 1012: Definitions, Exemptions and Rebates
  • Regulation 1013: General
  • Regulation 10/03: Rebate for Energy-Efficient Appliances
  • Retail Sales Tax Information Notices
  • Retail Sales Tax Guides
  • Small Business Pointers and Small Business Guide
  • Retail Sales Tax Interpretation Letters
  • Ministry of Revenue Tax Offices
  • Topical Index

About the Author
Formerly known as Robert Brakel & Associates, Ryan is the leading tax services firm in North America, with the largest transaction tax practice in the United States and Canada. Since 1974, the firm's Canadian practice, located in Toronto, Ontario, has performed work for more than 5500 organizations on a variety of tax matters, both provincially and nationally. Headquartered in Dallas, Texas, the firm provides a comprehensive range o

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Ontario Real Estate Law Developments

Ontario Real Estate Law Developments is a newsletter that summarizes all recent developments in real estate law in Ontario, including a legislative updates and case summaries.


If you would like more details about this product, or would like to order a copy online, please click here.




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OLD CCH Document

CCH Document is a complete document management solution built specifically for today's accounting firms. This robust application reduces the costs associated with creating and storing paper documents, resulting in an environment where your staff will work together more efficiently.

If you would like more details about this product, or would like to order a copy online, please click here.




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Implementing Estate Freezes, 3rd Edition

Estate Planning with Life Insurance, 5th Edition Tax and Family Business Succession Planning

Published December 2011

Implementing Estate Freezes provides expert, yet highly practical guidance on implementing estate freezes. The author, David Louis, C.A., LL.B. of Minden Gross LLP., is one of Canada's most respected tax commentators. It's an essential addition to the library of all estate planners!

Topics covered:

  • Transferring Assets
  • Internal and Holding Company Freezes
  • Corporate Estate Freezes – Technical Issues
  • Alternative Methods and Variations
  • Capitalization Considerations and Shareholders Provisions for Estate Freezes
  • Estate Freeze Work Sheets
  • Section 85 Basics
  • Valuation Issues
  • Use of a Trust to Hold Common Shares
  • Checklist for Section 85 Rollovers
  • Control of the Corporation
  • Paid-up Capital
  • Section 86 Freezes
  • Section 51 Freezes
  • Stock Dividend Freezes
  • Personal, Trust, and Corporate Attribution Rules
  • Distributions from a Family Trust
  • GAAR
  • 'Melts', 'Thaws', 'Gels', and 'Refreezes'
  • Shareholders' Agreements
  • Redemption Rights
  • Retraction Rights
  • Family Law Issues
  • Accounting Considerations

Features include:

  • An appendix containing an extensive case study, "Inter Vivos Trusts - Current Tax Issues", that highlights potential complications, not only with regard to income tax, but also with regard to family law, trust law, corporate law, and cross border taxation issues
  • Diagrams, charts, checklists, and precedents that will be valued by both novice and seasoned practitioners alike

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Fundamentals of Securities Regulation, 5th Edition

When you need a quick answer to a securities question, turn to Fundamentals of Securities Regulation. Loss and Seligman have distilled their authoritative 11-volume treatise, Securities Regulation, into one convenient volume, offering expert analysis of every significant aspect of securities law including:

  • Primary liability under 10(b), insider trading
  • Sanctions
  • Disclosure requirements
  • Rules and forms for offerings
  • SEC reporting
  • Forward-looking statements
  • Class action suits
  • Bespeaks caution cases
  • ADR in securities disputes
  • And more

The 5th edition covers recent developments such as the Sarbanes-Oxley Act and impact on federal securities rules and regulations, amendment and interpretation of the SEC's Management Discussion and Analysis, new insider trading rules, recent global research analyst settlements and ensuing SEC, NYSE and NASD rules and more.

To facilitate more detailed analysis, its 14 chapters parallel the organization of the full treatise, and extensive cross-references show you exactly where to turn. Find the answers to your securities law questions quickly with this sensible volume.

If you would like more details about this product, or would like to order a copy online, please click here.




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Document Registration Guide, 16th Edition

Bonus Feature
Your purchase includes a FREE eBook!

What's an eBook?
An eBook is a digital version of a conventional printed book. Portable and perfect for your office or home, the eBook is easy to access from wherever your business may take you. Adobe Digital Editions is a highly recommended free download eBook program designed to view and keep your eBooks organized and centralized.


Published: December 2014


Get the most practical and helpful guide for completing and preparing real estate documents in Ontario. Document Registration Guide, 16th Edition has everything you need and is an essential reference for your day-to-day real estate practice.

An indispensable resource for real estate practitioners, this new and updated edition provides you with a concise and convenient overview of real estate law in Ontario, including transfers, charges, discharges, estate conveyancing, powers of attorney, liens, and electronic registration.

What's new:

  • Fillable forms: Using these new fillable forms, customers can cut and paste clauses from numerous precedents to create their own printable and saveable PDF documents. Fillable forms include Transfer/Deed of Land; Charge/Mortgage of Land; Discharge of Charge/Mortgage; Document General; and Schedule*
  • A section on the benefits associated with multi-party Document Registration Agreements that govern closing procedures in the electronic registration system where registration of documents such as Transfers can occur remotely
  • A section on the formation and organization of condominium corporations, including the creation, by-laws and rules, annual meetings, nominations of directors, and procedures for the turnover board
  • Updated case annotations for certificates of pending litigation, construction liens, Ontario New Home Warranties, and transfers between affiliated corporations

About the Author
Rose H. McConnell, B.Sc., LL.B. is the senior editor of the Ontario Real Estate Law Guide, and the British Columbia Real Estate Law Guide, both published by Wolters Kluwer Limited.

About the Contributor
David Eveline practices exclusively in the area of Commercial Real Estate at Pallett Valo L

If you would like more details about this product, or would like to order a copy online, please click here.




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Canadian Wealth Management Guide

Making it easier to provide your clients with practical guidance

Canadian Wealth Management Guide is a comprehensive resource that delivers practical strategies and tactics for maximizing wealth while minimizing tax exposure for individuals, private companies and public corporations.

What sets it apart is that it is written for the investor using everyday language. It explains clearly how tax laws affect individuals and businesses so that you can incorporate text from the guide directly into your correspondence with clients. The focus is on the practical rather than the theoretical, making it easier for you to explain to clients how the law applies to them.

The guide makes it quick and easy to find the information you need and is updated quarterly. Commentaries incorporate statutory law, case law and practical discussions, all the while discussing the technical aspects of the topic. Topics include:

  • RRSP tax planning strategies
  • "First Time" Home Buyers' Plan
  • RRSP maturity options
  • Income splitting
  • Education planning
  • Family tax planning
  • Taxation of alternatives
  • Professional corporations
  • Employee equity investments
  • Retirement compensation
  • Employee loans
  • Life insurance
  • Immigration
  • Emigration
  • The principal residence
  • Self employment, self incorporation
  • Business succession issues
  • Year-end tax planning
  • Marriage
  • Separation and divorce
  • Planning for disabled persons
Bonus features:
  • Wealth Management Times newsletter, providing up-to-the minute coverage of the latest issues
  • All relevant CRA Interpretation Bulletins and Information Circulars
  • Free training and technical support

Wolters Kluwer CCH research subscriptions deliver the most timely, relevant and reliable tax information and commentary to Canada's tax professionals, significantly reducing research time.





Professionals who subscribe to the Canadian Wealth Management Guide also find these publications instrumental to their practice:


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Canadian Institutional Investment Rules

Looking for the most current legislation for institutional investing? We've got it!

An up-to-date compilation of the relevant federal and provincial statutes required by institutional investors. Your one-stop source that also includes the pertinent regulations, rules, guidelines and policies. Edited by senior corporate and securities lawyer Barbara J. Hendrickson, who currently practises in the Toronto office of the international law firm of Baker & McKenzie.

Publication Year: 2004

If you would like more details about this product, or would like to order a copy online, please click here.




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Canada-U.S. Employment Transfers: A Guide to Personal Tax Planning, 6th Edition

Individuals moving between Canada and the United States face a daunting array of Canadian and U.S. tax issues, particularly when the move is due to an employment-related transfer. This book provides an overview of key taxation principles related to employment both in Canada and in the United States, and highlights the interaction between the tax laws of these two countries. For employers, this book offers practical guidance on tax issues for the purpose of managing expatriate costs, designing an effective cross-border employee relocation program and retaining key employees.

Key Topics include:

  • Overview of the Canadian and U.S. personal tax systems
  • Tax reimbursement programs, including sample tax equalization calculations
  • Foreign tax credits and tax relief available under the Canada-U.S. tax treaty
  • The implications of changes under the fifth protocol to the Canada-U.S. treaty which entered into force on December 15, 2008
  • Investments in partnerships, limited liability companies, and other entities
  • Taxation of artists and athletes
  • Estate planning, including U.S. estate tax issues
  • Executive compensation, including various types of equity compensation and long-term incentive plans available
  • Expanded discussion on the U.S. deferred compensation rules 

About the Author

Benita Loughlin, CA, is a Partner in the International Executive Services practice at KPMG LLP in Vancouver, B.C. She specializes in tax planning and compliance for individuals, estates and trusts in a U.S. and cross-border context. She advises executives and their employers on tax matters related to compensation, investments, retirement plans, estate planning, and expatriation, with emphasis on employees relocating to or from other countries. The book includes contributions from KPMG International Executive Services professionals in Vancouver who specialize in helping clients manage complex personal tax issues in a cross-border environment. KPMG’s multinational corporate clients face challenges managing tax issues that affect their global workforce. Executives and employees rely on KPMG’s international tax planning to help manage their tax liabilities and maintain their global workforce.

If you would like more details about this product, or would like to order a copy online, please click here.




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British Columbia Real Estate Law Developments

British Columbia Real Estate Law Developments is a newsletter that summarizes the most recent developments in the practice of real estate law in British Columbia, including summaries of cases and updates on legislative changes.


If you would like more details about this product, or would like to order a copy online, please click here.




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ADR in the Corporate Environment: A Practical Guide for Designing Alternative Dispute Resolution Systems

This book provides corporations with valuable information about the benefits of alternative dispute resolution and how to apply ADR techniques and processes in the business environment. It offers both a theoretical and practical guide to ADR and the process of system design, exploring specific tools to engage in system design analysis and implementation. This text offers a model dispute resolution design system process with step-by-step explanations of disputes, ADR processes and how to implement the various processes within the business structure. Discontinued

Publication Year: 1999

If you would like more details about this product, or would like to order a copy online, please click here.




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IFRS for Canada: Presentation of Financial Statements

Webinar information current as of October 8, 2008

CCH IFRS Webinar Series 2008 - Seminar 5

Significant differences can be expected in general financial statement presentation, as a result of the adoption of IFRS into Canadian GAAP. Such differences will include changes in both the presentation of a company’s balance sheet and income statement, such as differences in the nature of components presented, current and non-current classifications, presentation of line items, and required disclosures. Such changes will impact a company’s traditional key performance measures and ratios, and provide investors with new types of information. Typically, annual financial statements prepared under IFRS will be considerably longer than those prepared under previous rules, entailing considerably more disclosures. A thorough and early understanding of the impacts adoption of IFRS will have on financial statement presentation will be essential for managing stakeholder relations during and after the transition to IFRS. 

As well, IAS 1, Presentation of Financial Statements, has recently undergone significant amendments, including a new requirement for a statement of comprehensive income and terminology changes incorporated throughout IFRSs, among other important changes.

This webinar provides a practical analysis of IAS 1 and IFRs financial statemen

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Federal Income Taxation: Fundamentals, 4th Edition

Please note that new editions will be available by mid August, 2011

The Federal Income Taxation: Fundamentals, 4th Edition is the book of choice for the Certified General Accountants Association of Canada Taxation 1 course. This book is intended for students taking:

  • Business
  • Economics
  • Taxation
  • Law

This textbook has been structured to meet the specific needs of students enrolled in the following programs, or related introductory courses:

  • CGA
  • CMA
  • CA

Student Friendly

CCH has re-mastered and modified this resource to improve accessibility and increase student comprehension.

  • Covers the fundamental federal income taxation curriculum with a narrow scope and topical coverage
  • Study Guide and supplemental material for students and instructors makes learning even easier
  • Review Questions, Multiple Choice Questions and Exercises are provided at the end of each chapter
  • The proprietary, adjusted learning model employed in this text facilitates understanding and the application of knowledge
  • Practical examples and applications are designed to anchor and integrate learning
  • References to the Income Tax Act are incorporated throughout the text, with all key topics covered
  • Includes two extra appendices: Individual Tax Facts and Withholding Tax

Robert E. Beam, F.C.A., is a Professor Emeritus in the School of Accounting and Finance, University of Waterloo. He was associated with Ernst & Young, Chartered Accountants, Toronto.

From 1972 to 1998, he was Coordinator of the Tax Section of the School of Accountancy, Institute of Chartered Accountants of Ontario. In September 2002, Mr. Beam became the first recipient of the Canadian Institute of Chartered Accountants Award for Excellence in Tax Practice and Education. His articles have appeared in the Canadian Tax Journal.

Stanley N. Laiken, Ph.D., is the Deloitte Professor in the School of Accounting and Finance, University of Waterloo. He has taught taxation to students in professional programs, both at the university and post-university levels, since 1972.

He is a recipient of the Distinguished Teacher Award at the University of Waterloo and the Canadian Academic Accounting Association’s L.S. Rosen Award in recognition of outstanding contributions to Canadian accounting education. His articles have appeared in the Canadian Tax Journal. He is also the Director of the Deloitte Centre for Tax Education and Research at the University of Waterloo.

James J. Barnet

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Taxation of Individual Retirement Accounts, 2012

Available: April 2012

Comprehensively analyzes all the tax laws applicable to individual retirement accounts. The first part of the book discusses the 15 different types of IRAs, including the four most recent types authorized by the tax laws: the Roth IRA, the education IRA, the SIMPLE IRA, and the deemed IRA. The second part discusses the various areas of tax law relating to the operation and administration of an IRA. There is a separate chapter on each area of the tax law. The third part of the book deals with taxation of distributions from an IRA, including premature distributions, minimum distributions during lifetime and after death, withholding taxes, and estate taxes. It also deals with the tax rules applicable to the different types of the beneficiaries receiving distributions from an IRA, including foreign beneficiaries, charitable beneficiaries, trust beneficiaries, estate beneficiaries, spouse and nonspouse beneficiaries, and individual and non-individual beneficiaries.

Related books:

 

If you would like more details about this product, or would like to order a copy online, please click here.




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Taxation of the Entertainment Industry, 2012

Available June 2012

Part of the new CCH Beacon Series, Taxation of the Entertainment Industry 2012 is an insightful treatise that helps practitioners in entertainment tax planning:
• spot unique issues before they become problems,
• interpret rules and regulations correctly,
• make business decisions that lower taxes,
• and ensure compliance with the law.

This valuable reference by expert practitioner and author, Schuyler Moore, provides in-depth treatment of the taxation of film and television industries, including music and sports. It provides insights on proven strategies and techniques for achieving solid bottom-line results for those practitioners with clients within the entertainment industry.

Taxation of the Entertainment Industry sets forth details of an eight-point master plan for managing entertainment tax issues:
• Know how the law characterizes ownership rights and interests
• Choose a business form that provides maximum tax advantage
• Determine the best time to report and recognize income
• Reduce the tax burden through deductions, depreciation, and the investment tax credit
• Avoid liability for failure to withhold wages
• Realize tax deferral and tax savings through foreign production or distribution
• Discover innovative and creative strategies for financing film production and distribution, and 
• Pay close attention to the special tax considerations that apply to talent.

Moore thoroughly explains all of these issues, opportunities and challenges with clarity in this sure and steady guide through the ins and outs of entertainment tax law.

CONTENTS:
• Overview
• Fundamental Characterization Issues
• Choice of Entity
• Income Recognition, Timing and Characterization
• Deductions and Depreciation
• Wage Withholding
• Foreign Production and Distribution
• U.S. Tax Withholding on Foreign Persons
• Financing Using Domestic Tax Shelters
• Other Financing Methods
• Tax Planning for Talent
• California Taxation
• The Sports Industry
• The Music Industry
• Film Financing
• Forms

ABOUT THE AUTHOR:
Schuyler M. Moore is a partner in the Corporate Entertainment Department at the Los Angeles office of the national law firm of Stroock & Stroock & Lavan LLP.  He was the founding Chairman of the Entertainment Tax Subsection of the Los Angeles County Bar Association Taxation Section.  Mr. Moore holds undergraduate and law degrees from the University of California at Los Angeles, where he was first in his law class.  He has published numerous articles dealing with a wide variety of tax subjects and is the author of The Biz: The Basic Business, Legal and Financial Aspects of the Film Industry.  Mr. Moore is an adjunct professor for the UC

If you would like more details about this product, or would like to order a copy online, please click here.




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Tax Legislation 2009: Highlights of the American Recovery and Reinvestment Act of 2009

CCH's Highlights of the American Recovery and Reinvestment Act of 2009 is a convenient vehicle for alerting clients to the new tax provisions provided under this economic stimulus bill. For individuals, this legislation includes a Making Work Pay Credit based on earned income, with a $250 economic stimulus payment to Social Security recipients and disabled veterans; an AMT patch for 2009; extension of the first-time homebuyer credit to September 1, 2009, with the repayment obligation eliminated for 2009 purchases; a $3,000 floor on the refundable Child Tax Credit; a $2,500 American Opportunity Tax Credit that is 40 percent refundable; suspension of income tax on up to $2,400 of unemployment benefits for 2009; expansion of eligible expenses for 529 plans to include computers and related technology; an above-the-line deduction for taxes related to the purchase of a new automobile; an increase in the credit for nonbusiness energy property from $500 to $1,500 and a modification of standards;  removal of the dollar limits on the credit for residential energy efficient property for fuel cell property; an increase in the credit for alternative fuel vehicle refueling property; and a general re-write of the plug-in electric drive motor vehicle credit, including elimination of dollar caps, a new credit for two or three wheel and low-speed plug-in vehicles, and allowing a credit for conversion kits.

On the business side, provisions include extending bonus depreciation and increased 179 expensing through 2009; up to five-year carryback of net operating losses; expansion of the Work Opportunity Tax Credit to cover unemployed veterans and disconnected youth; deferral of cancellation of indebtedness income; an increased exclusion amount for commuter transit benefits and transit passes; an increase in the capital gain exclusion percentage for qualified small business stock; and reduction to seven years for the S Corporation built-in gain holding period. The legislation also includes a number of new or enhanced bond provisions aimed at economic recovery and alternative energy.

CCH's Highlights booklet is ideal for informing clients, prospects and staff about the key new tax changes and prompting them to turn to their tax and financial advisers for help.  It's authoritative, yet practical and easy-to-understand.  Affordable quantity discounts and the option of printing firm name and logo on the cover make the CCH Highlights booklet a great tool for firms to grow their businesses.

If you would like more details about this product, or would like to order a copy online, please click here.




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Tax Legislation 2009: American Recovery and Reinvestment Act of 2009

CCH's American Recovery and Reinvestment Act of 2009 -- Law, Explanation and Analysis provides thorough and complete text of added, amended, or repealed Code sections with controlling committee reports and CCH's explanation and analysis of tax provisions contained in the legislation. CCH editorial staff, along with leading practitioners, provide clear and practical guidance of the impact of the law's changes, including how various taxpayer groups and situations are affected.

The law is arranged in Code section sequence with italicized type used for all new language that amends previous Code sections. CCH also provides several special tables and lists to facilitate quick and thorough understanding of the new law and how it affects taxpayers. Features include an effective dates table organized by Code section, a listing by Code section of the Act sections affecting it, and a listing by Act section of the Code sections affected.

CCH's American Recovery and Reinvestment Act of 2009 -- Law, Explanation and Analysis is THE resource that tax professionals, businesses, government staff and students alike need to get all the details of and help on new tax legislation changes. CCH provides the critical, late-breaking explanation and analysis to help readers make sense of complex legislative change so they can plan, respond and advise with confidence.


If you would like more details about this product, or would like to order a copy online, please click here.




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Kess on Tax Legislation 2009: American Recovery and Reinvestment Act of 2009 CPE Course

In Kess on Tax Legislation 2009: American Recovery and Reinvestment Act of 2009 CPE Course, noted tax experts Sidney Kess, J.D., CPA, and Barbara Weltman, J.D., take a straightforward and practical look at 2009 tax legislation and related developments. This text-based Course offers tax professionals helpful guidance on the new law, including planning opportunities, pitfalls to beware of, and ways practitioners can capitalize on the law with their clients. Helpful Practice Development Tips, Planning Pointers and Observations designed to assist users in understanding and applying the new law are peppered throughout. The Course comes complete with learning objectives, study problems and a final exam for use in earning valuable continuing education credits. The course will be divided into six chapters:

  1. Changes for Individuals
  2. Housing
  3. Education and Health
  4. Retirement Savings
  5. Changes for Business
  6. Miscellaneous
  7. Changes

If you would like more details about this product, or would like to order a copy online, please click here.




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Kess on Tax Legislation 2009: American Recovery and Reinvestment Act of 2009

In Kess on Tax Legislation 2009: American Recovery and Reinvestment Act of 2009 CPE Course, noted tax experts Sidney Kess, J.D., CPA, and Barbara Weltman, J.D., take a straightforward and practical look at 2009 tax legislation. This text-based Course offers tax professionals helpful guidance on the new law, including planning opportunities, pitfalls to beware of, and ways practitioners can capitalize on the law with their clients. Helpful Practice Development Tips, Planning Pointers and Observations designed to assist users in understanding and applying the new law are peppered throughout. The Course comes complete with learning objectives, study problems and a final exam for use in earning valuable continuing education credits. The course will be divided into six chapters:

  1. Changes for Individuals
  2. Housing
  3. Education and Health
  4. Retirement Savings
  5. Changes for Business
  6. Miscellaneous Changes

If you would like more details about this product, or would like to order a copy online, please click here.




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GAAP Financial Statement Disclosures Manual, (with CD-ROM), 2011-2012

Available: September 2011

Author: George Georgiades, CPA

The 2011-2012 GAAP Financial Statement Disclosures Manual provides a complete, quick, and valuable reference source for financial statement disclosures and key presentation requirements. Specifically, the Manual:

  • Provides over 750 examples of realistic sample footnote disclosures to assist in the preparation of financial statements for an audit, a review, or a compilation engagement.
  • Facilitates compliance with U.S. GAAP by integrating, in each chapter, the specific disclosure and key presentation requirements with the sample footnotes.
  • Provides sample disclosures that are technically sound, understandable, and comprehensive and that cover a variety of scenarios, from the most common to the most unusual.
  • Incorporates all currently effective accounting standards, including those that cover areas of unusual difficulty, such as financial instruments, fair value, business combinations, consolidation, income taxes, pensions, accounting changes, and variable interest entities.

All of the sample disclosures in the GAAP Financial Statement Disclosures Manual are included on the accompanying CD-ROM. Therefore, once you’ve identified the disclosure suited to your specific needs, you can simply select it from the CD-ROM, place it into your financial statements, and then modify it as necessary. Also included is a financial statement disclosures checklist that provides a centralized resource of the required and recommended GAAP disclosures and key presentation items currently in effect, using the style referencing under the FASB Accounting Standards Codification as well as references to pre-Codification FASB literature. It is designed to assist the user in determining whether the required financial statement disclosures and key presentation matters have been addressed.

This Manual is arranged into the following major parts, consistent with the Codification’s broad structure:

  • Part 1 General Principles (Topic Codes 100s)
  • Part 2 Presentation (Topic Codes 200s)
  • Part 3 Assets (Topic Codes 300s)
  • Part 4 Liabilities (Topic Codes 400s)
  • Part 5 Equity (Topic Codes 500s)
  • Part 6 Revenue (Topic Codes 600s)
  • Part 7 Expenses (Topic Codes 700s)
  • Part 8 Broad Transactions (Topic Codes 800s)
  • Part 9 Other

 

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Estate and Retirement Planning Answer Book, 2012 Edition (U.S.)

Available: September 2011 

Provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, this book includes coverage of such topics as the final minimum distribution rules for individual retirement accounts and qualified plan distributions, the use of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation.

Replete with scores of examples that illustrate and analyze estate planning strategies and their effects, it brings insight and expertise to the realm of estate and retirement planning by focusing on the tax-free transfer of wealth and by providing an insider's view of the various retirement benefits available to the corporate executive under both qualified and non-qualified retirement plans.

If you would like more details about this product, or would like to order a copy online, please click here.




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Financial Statement Notes Library

Ensure consistent and accurate compliance with financial statement disclosure requirements.

With the increasing complexity of and changing requirements for financial reporting compliance the need for efficient, consistent, and accurate application of accounting standards has never been greater.

The Financial Statement Notes Library contains up-to-date, easily customizable templates for financial statement disclosures. Notes are easy to find and can be quickly cut and pasted into the financial statement you are working on.

Now you can save time and ensure consistent application of financial statement disclosures for all your private enterprise clients’ financial statements.

Why the Financial Statement Notes Library?

  • Time saved - no need to create notes from scratch; notes are quick and easy to find.
  • Consistency Maintained - all statement preparers use the same notes.
  • Accuracy Ensured - notes are up to date and prepared by an expert.
  • Notes Customized - easily add information specific to your corporate clients’ industry.
  • Transition Made - between previous GAAP and new ASPE.

Some key areas updated with changes under new ASPE include:

  • Financial Instruments
  • Employee Benefits
  • Asset Retirement Obligations
  • Intangible Assets
  • Impairment
  • Income Taxes
  • Interests in Associated Companies and Joint Ventures
  • Stock-based Compensations
  • Business Combinations

Updated for compliance with new standards:

  • All disclosures in the Library have been recently reviewed and updated for compliance with the new Canadian GAAP Accounting Standards for Private Enterprises (ASPE), effective for fiscal years beginning on or after January 1, 2011.
  • Notes are regularly reviewed and updated as necessary.
  • A "Recent Update" page keeps you apprised of updates as they occur.

To learn more, download the Financial Statement Notes Library brochure.

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China Outbound Investments

Authors/Consultants: Lutz-Christian Wolff, Professor of Law at the Faculty of Law, Chinese University of Hong Kong

CHINA OUTBOUND INVESTMENTS offers practical and authoritative guidance to Chinese investors and their advisors as well as to those located in actual and potential target countries of Chinese investments around the world (including Canada).

CHINA OUTBOUND INVESTMENTS provides:

  • a structured and precise introduction to the law and practice of China outbound investment projects, including approval and registration requirements, anti-trust law, HR issues, taxation and accounting
  • a comprehensive discussion of general topics of importance in the context of cross-border investments, such as the discussion of structuring options, tax planning, outbound related IT and IP issues as the importance of investment treaty networks
  • a unique compilation of 23 country reports from law firms around the world addressing their home jurisdictions' inbound investment regimes
  • a compilation of bilingual PRC laws and regulations governing China outbound investments.
  • Case analysis
  • Commentary in great detail
  • Step by step guide

Table of Content:
CHAPTER I China Outbound Investments: Facts and Developments

CHAPTER II China’s Outbound Investment Regime

  1. Introduction (Lutz-Christian Wolff, Chinese University of HK)
  2. Approval and Registration Requirements (Lutz-Christian Wolff, Chinese University of HK)
  3. Labor (Jun Dai, HHP Attorneys-at-Law)
  4. The Impact of the Anti-Monopoly Law (Mark Williams, Hong Kong PolyU)
  5. Financing (Jun Dai, HHP Attorneys-at-Law)
  6. QDII (Xi Chao, Chinese University of HK)
  7. Taxation (Michael To, Godfrey Ip, Mazars HK / Peter Law, Mazars Shanghai)
  8. Accounting (Julie Laulusa, Mazars Shanghai)

CHAPTER III China Outbound Investments – General Topics

  1. Introduction (Lutz-Christian Wolff, Chinese University of HK)
  2. Investment Modes, Investment Vehicles and Investment Restrictions (Lutz-Christian Wolff, Chinese University of HK)
  3. Private Equity(Julian Lemor, Christian Schatz, SJ Berwin)
  4. Financing (Heiko Starrossom)
  5. IP (Oliver Buehr, SKW Schwarz Rechtsanwalte) If you would like more details about this product, or would like to order a copy online, please click here.




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Fair Value Measurements Answer Book (2011)


Fair Value Measurements Answer Book (formerly the FAS 157 Answer Book) is the most comprehensive and authoritative resource for getting quick and accurate information about the adoption, planning, and implementation of ASC Topic 820's fair value measurement standards.

Includes all the ASC Topic 820 support materials you need to remain in compliance with all requirements, including common Q&A's, helpful practice aids, official FASB documents, and sample SEC filings.

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Estate and Retirement Planning Answer Book, 2012 Ed. U.S.

Available: September 2011

Author: William D. Mitchell, J.D.

Provides expanded coverage of financial and estate planning strategies for implementing individualized solutions for the special problems associated with retaining accumulated wealth for retirement and estate planning purposes. With its comprehensive two-part approach to the complex issues that link retirement planning and estate planning, Estate and Retirement Planning Answer Book (2012 Edition), includes coverage of such topics as the final minimum distribution rules for individual retirement accounts and qualified plan distributions, the use of insurance as a qualified plan asset, and changes in the law to reflect the latest legislation.

Replete with scores of examples that illustrate and analyze estate planning strategies and their effects, Estate and Retirement Planning Answer Book, 2012 Edition, brings insight and expertise to the realm of estate and retirement planning by focusing on the tax-free transfer of wealth and by providing an insider's view of the various retirement benefits available to the corporate executive under both qualified and non-qualified retirement plans.

Related Books:

If you would like more details about this product, or would like to order a copy online, please click here.




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INTERNAL REVENUE CODE: Income, Estate, Gift, Employment and Excise Taxes, (Winter 2011 Edition)

Available: December 2010

This comprehensive and authoritative resource provides full, unabridged text of the complete Internal Revenue Code in two volumes. CCH offers this tax information in a timely and reliable manner that business and tax professionals have come to expect and appreciate.  This Winter Edition of Internal Revenue Code reflects all new statuatory tax changes enacted as of December 1, 2010. 

CCH's Internal Revenue Code is presented in a reader-friendly format, with an expanded 7-1/4" x 10" oversized page and larger type fonts for enhanced readability.  And, it features a two-volume format to allow for a more legible single-column presentation of the Code provisions themselves.  

Reproduced is the complete Internal Revenue Code dealing with income, estate, gift, employment, and excise taxes, along with all the procedural and administrative provisions.  Current text of the statutes is presented, and a history of each tax code section, or subsection if appropriate, is provided in the amendment notes. The amendment notes specifically identify the changes made by prior Acts and serve as a means of reconstructing the former text of a Code section or subsection if reference to prior law is required. The detailed Topical Index located at the end of both volumes reflects all matters covered, so researchers can quickly pinpoint any information needed, and rate tables are also helpfully included.  

CCH's readability, detailed amendment notes and accuracy have proven beneficial year after year-and are now further enhanced by the easy-to-use format featuring 7-1/4" x 10" oversized pages, with larger type fonts for enhanced readability. Serious tax professionals who rely on the Code in the normal course of their work know they can count on CCH's Internal Revenue Code over any other volumes available. The CCH Code is also great tool for students in tax courses who need the latest Code provisions, and it has served for decades as a useful tool for new hires and for firm-wide distribution.

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Internal Revenue Code: Income, Estate, Gift, Employment and Excise Taxes (Winter 2012)

Available: December 2011

This comprehensive and authoritative resource provides full, unabridged text of the complete Internal Revenue Code in two volumes. This Winter Edition of Internal Revenue Code reflects all new statuatory tax changes enacted as of December 1, 2011.

Reproduced is the complete Internal Revenue Code dealing with income, estate, gift, employment, and excise taxes, along with all the procedural and administrative provisions. Current text of the statutes is presented, and a history of each tax code section, or subsection if appropriate, is provided in the amendment notes. The amendment notes specifically identify the changes made by prior Acts and serve as a means of reconstructing the former text of a Code section or subsection if reference to prior law is required.

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IFRS Literacy: Understanding the New Financial Statements

New rules for financial statement users

With the transition to International Financial Reporting Standards in Canada, accountants, financial analysts and advisors, corporate finance professionals, institutional and individual investors and other financial statement users will need to re-educate themselves in understanding and interpreting financial statements issued by public companies.

Under IFRS traditional performance measures such as key financial ratios or income measures have the potential to change simply due to changes in accounting figures. In the UK for example, when their transition to IFRS occurred, some companies went from a profit to a loss position and vice versa, simply due to changes in accounting rules, rather than performance.

Description and explanation of how financial statements will change under IFRS

IFRS Literacy: Understanding the New Financial Statements provides a description and explanation of how financial statements will change under IFRS, along with valuable expert analysis and insight into true financial statement literacy in the post-IFRS transition market. The content of this work focuses on practical application and analysis of IFRS-based statements, drawing upon actual examples from both the Canadian and international financial markets. In its electronic subscription format, this content is updatable and fully searchable.

IFRS Impact highlights key differences under previous Canadian GAAP

Each chapter includes highlighted comments on the impact of IFRS on particular financial statement items. This commentary feature highlights key differences of financial statements prepared under IFRS from those issued under previous Canadian GAAP, noting common changes in accounting policies, amounts, disclosures and presentation. Extracts from published financial statements illustrate these differences.

Unique Canadian perspective for Canadian readers

IFRS Literacy: Understanding the New Financial Statements provides a unique Canadian perspective for Canadian readers, and is designed to appeal to a broad cross-section of financial statement users, including accountants, financial analysts and advisors, corporate finance professionals, and institutional and individual investors.

Topical coverage includes:

  • Basic Building Blocks of Financial Statements
  • Values and Limitations of Key Performance Ratios
  • Assessing Risk and Measurement Uncertainties
  • Management’s Discussion and Analysis (MD&A)
  • Identifying "good" companies and fairly-priced stocks
  • Specific impacts of transition to IFRS

About the Author

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INTERNAL REVENUE CODE: Income, Estate, Gift, Employment and Excise Taxes, (Summer 2012 Edition)

Available: June 2012    

This comprehensive and authoritative resource provides full, unabridged text of the complete Internal Revenue Code in two volumes. CCH offers this tax information in a timely and reliable manner that business and tax professionals have come to expect and appreciate. This Summer Edition of Internal Revenue Code reflects all new statutory tax changes through May 1, 2012.

Reproduced is the complete Internal Revenue Code dealing with income, estate, gift, employment, and excise taxes, along with all the procedural and administrative provisions. Current text of the statutes is presented, and a history of each tax code section, or subsection if appropriate, is provided in the amendment notes. The amendment notes identify the changes made by prior Acts and serve as a means of reconstructing the former text of a Code section if reference to prior law is required.  Rate tables are also helpfully included. 


Related books:

 

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The Fair and Equitable Treatment Standard: A Guide to NAFTA Case Law on Article 1105

Published: October 2013


Since the entry into force of the North American Free Trade Agreement (NAFTA) in 1994, several arbitral tribunals have rendered awards dealing with claims of breach of Article 1105. Some of these awards have been very controversial and have had a tremendous impact on the development of the concept of fair and equitable treatment (FET) and the evolution of international investment law. Yet, in spite of the fundamental importance of these awards, no comprehensive study had been undertaken to determine the meaning and the content of the FET standard under NAFTA Article 1105.

This book’s systematic analysis of the provision and its case law fills this analytical gap. Because Article 1105 is in many ways different from typical FET clauses contained within most investment treaties, the author examines the particular parameters under which it must be interpreted. He also analyzes how these specific features have influenced NAFTA tribunals’ interpretation of the provision, and how their assessments differ from awards rendered by other tribunals outside NAFTA.

Among the issues treated in the course of the analysis are the following:

  • The origin, development, nature and content of the concept of the ‘minimum standard of treatment’ and its interaction with the FET standard
  • The specific parameters under which Article 1105 must be interpreted, including contextual elements such as subsequent agreement and practice between the NAFTA Parties on matters of interpretation
  • The context in which the Free Trade Commission issued its Note of Interpretation in 2001 and how NAFTA tribunals have applied it
  • Whether or not the concepts of legitimate expectations, transparency, arbitrary conduct, discriminatory conduct, good faith, denial of justice, and due process have been considered by NAFTA tribunals as specific elements of protection to be accorded to investors under Article 1105
  • The many facets of these elements and the threshold of severity that NAFTA tribunals have required for finding a breach of Article 1105
  • The interaction between Article 1105 and other NAFTA provisions on national treatment, Most-Favored-Nation treatment, and expropriation
  • How NAFTA tribunals have assessed damages for breach of Article 1105

This comprehensive guide to NAFTA case law on Article 1105 is an important contribution to the on-going controversial debate about the scope and content of the FET standard under international law. It will be of great interest to counsel for investors and States as well as to arbitrators, academics and anyone interested in investor-State arbitration.


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Taxation of the Entertainment Industry, 2014 (U.S.)

Author: Schuyler M. Moore

Taxation of the Entertainment Industry is an insightful treatise that helps practitioners in entertainment tax planning spot unique issues before they become problems, interpret rules and regulations correctly, make business decisions that lower taxes, and ensure compliance with the law. This valuable reference by expert practitioner and author, Schuyler Moore, provides in-depth treatment of the taxation of film and television industries, including music and sports. It provides insights on proven strategies and techniques for achieving solid bottom-line results for those practitioners with clients within the entertainment industry.

Taxation of the Entertainment Industry sets forth details of an eight-point master plan for managing entertainment tax issues:

  • Know how the law characterizes ownership rights and interests
  • Choose a business form that provides maximum tax advantage
  • Determine the best time to report and recognize income
  • Reduce the tax burden through deductions, depreciation, and the investment tax credit
  • Avoid liability for failure to withhold wages
  • Realize tax deferral and tax savings through foreign production or distribution
  • Discover innovative and creative strategies for financing film production and distribution, and  
  • Pay close attention to the special tax considerations that apply to talent.
Moore thoroughly explains all of these issues, opportunities and challenges with clarity in this sure and steady guide through the ins and outs of entertainment tax law.
  • Overview
  • Fundamental Characterization Issues
  • Choice of Entity
  • Income Recognition, Timing and Characterization
  • Deductions and Depreciation
  • Wage Withholding
  • Foreign Production and Distribution
  • U.S. Tax Withholding on Foreign Persons
  • Financing Using Domestic Tax Shelters
  • Other Financing Methods
  • Tax Planning for Talent
  • California Taxation
  • The Sports Industry
  • The Music Industry
  • Film Financing
  • Forms
9780808039631    6" x 9"      456 pages

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Full Article


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Taxation of Individual Retirement Accounts, 2014 (U.S.)

David J. Cartano, J.D.

Analyzes all the tax laws applicable to individual retirement accounts.

The first part of the book discusses the 15 different types of IRAs, including the four most recent types authorized by the tax laws: the Roth IRA, the education IRA, the SIMPLE IRA, and the deemed IRA.

The second part discusses the various areas of tax law relating to the operation and administration of an IRA. There is a separate chapter on each area of the tax law.

The third part of the book deals with taxation of distributions from an IRA, including premature distributions, minimum distributions during lifetime and after death, withholding taxes, and estate taxes. It also deals with the tax rules applicable to the different types of the beneficiaries receiving distributions from an IRA, including foreign beneficiaries, charitable beneficiaries, trust beneficiaries, estate beneficiaries, spouse and nonspouse beneficiaries, and individual and non-individual beneficiaries.

Contents Includes:

  • Introduction
  • Traditional IRA
  • Spousal IRA
  • Roth IRA
  • Coverdell Education Savings Account
  • Rollover IRA
  • Transfer IRA
  • SEP IRA
  • SARSEP IRA
  • Individual Retirement Annuity
  • Conduit IRA
  • Employer and Employee Association Trusts
  • Payroll Deduction IRA
  • SIMPLE IRA
  • Deemed IRA Under Employer Plan
  • Prohibited Transactions
  • Disclosure Statement
  • Investments
  • Bankruptcy, Tax Liens and Creditors
  • Trustees and Custodians
  • Reporting Requirements
  • Divorce and Property Settlement Agreements
  • Rulings
  • Excise Taxes and Penalties
  • ERISA
  • State Taxes
  • Taxation of Distributions
  • Premature Distributions
  • Minimum Distributions During Lifetime
  • Minimum Distributions on Death
  • Withholding Taxes
  • Foreign Beneficiaries
  • Estate Beneficiaries
  • Trust Beneficiaries
  • Charitable Beneficiaries
  • Beneficiary Designation Forms
  • Estate Taxes
The book was updated for changes made by the American Taxpayer Relief Act passed by Congress in 2013, the Middle Class Tax Relief and Job Creation Act of 2012, and the Highway Investment, Job Creation, and Economic Growth Act of 2012.


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INTERNAL REVENUE CODE: Income, Estate, Gift, Employment and Excise Taxes (Winter 2015 Edition)
Full Article


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Taxation of Individual Retirement Accounts, 2013

Comprehensively analyzes all the tax laws applicable to individual retirement accounts.

The first part of the book discusses the 15 different types of IRAs, including the four most recent types authorized by the tax laws: the Roth IRA, the education IRA, the SIMPLE IRA, and the deemed IRA.

The second part discusses the various areas of tax law relating to the operation and administration of an IRA. There is a separate chapter on each area of the tax law.

The third part of the book deals with taxation of distributions from an IRA, including premature distributions, minimum distributions during lifetime and after death, withholding taxes, and estate taxes. It also deals with the tax rules applicable to the different types of the beneficiaries receiving distributions from an IRA, including foreign beneficiaries, charitable beneficiaries, trust beneficiaries, estate beneficiaries, spouse and nonspouse beneficiaries, and individual and non-individual beneficiaries.

If you would like more details about this product, or would like to order a copy online, please click here.




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ProSystem fx Practice Management

ProSystem fx Practice Management puts you in control of your firm with just a few clicks to improve your processes and profitability.

You get all the tools you need to manage your firm:

  • firm and employee dashhboard,
  • time and expense entry,
  • billing and invoicing,
  • accounts receivable,
  • project management,
  • contact management,
  • reporting,
  • marketing tools to generate mass emails, labels and letters

Three levels of ProSystem fx Practice Management are available:

Basic Edition - More features than any comparable tax and accounting billing package.
Office Edition - The Microsoft® Sequel Express solution.
Enterprise Edition - The optimal Microsoft® Sequel solution.

Download the brochure:

If you would like more details about this product, or would like to order a copy online, please click here.




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Investment Planning Answer Book, (2013) (U.S.)

Author: Jay L. Shein

This Guide focuses on advising clients as to the available investment options at various stages of life and income level. It covers investment tools, devising a portfolio strategy, asset allocation methodology, and measurement of return and risk allocation. Whether seeking to make adjustments to a portfolio or developing an all-new financial plan, it will provide you with practical information to assist clients in achieving their financial goals.

  1. Investment Planning Essentials
  2. Investment Tools and Vehicles
  3. Introduction to Portfolio Theory and Asset Allocation
  4. Portfolio Strategy and Design
  5. Asset Allocation Methodology
  6. Risk Adjusted Measures of Return
  7. Portfolio Opportunity Distributions
  8. Tax Efficient Strategies
  9. Alternative Investment Strategies
  10. Mutual Funds
  11. Behavioral Finance
  12. Monte Carlo Simulation
  13. Value at Risk (VAR)
  14. Total Return Trust
  15. Software, Technology, and Materials for Investing
  16. Software, Technology, and Materials for Investment Research
  17. Investment Manager, Mutual Fund, and Hedge Fund Search Selection and Due Diligence
  18. Absolute Return Versus Relative Return
  19. Portfolio Monitoring, Rebalancing and Changing
  20. Investment Statistical Concepts and Evaluation Methods

504 pages

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Investment Planning Answer Book (2012)

This Guide focuses on advising clients as to the available investment options at various stages of life and income level.  It covers investment tools, devising a portfolio strategy, asset allocation methodology, and measurement of return and risk allocation. Whether seeking to make adjustments to a portfolio or developing an all-new financial plan, Investment Planning Answer Book will provide CPAs, financial planners, and trustees with practical information to assist clients in achieving their financial goals.

1.   Investment Planning Essentials 
2.   Investment Tools and Vehicles
3.   Introduction to Portfolio Theory and Asset Allocation
4.   Portfolio Strategy and Design
5.   Asset Allocation Methodology
6.   Risk Adjusted Measures of Return
7.   Portfolio Opportunity Distributions
8.   Tax Efficient Strategies
9.   Alternative Investment Strategies
10.  Mutual Funds
11.  Behavioral Finance
12.  Monte Carlo Simulation
13.  Value at Risk (VAR)
14.  Total Return Trust
15.  Software, Technology, and Materials for Investing
16.  Software, Technology, and Materials for Investment Research
17.  Investment Manager, Mutual Fund, and Hedge Fund Search  Selection and Due Diligence
18.  Absolute Return Versus Relative Return
19.  Portfolio Monitoring, Rebalancing and Changing
20.  Investment Statistical Concepts and Evaluation Methods

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Investment Disputes Under NAFTA: An Annotated Guide to NAFTA Chapter 11

With a significant number of claims having been brought under NAFTA Chapter 11 in the last three years, public and professional interest in this topic has been growing significantly. Anyone doing business under NAFTA must be completely familiar with the provisions of Chapter 11 and Investment Disputes Under NAFTA is therefore a must-have resource, combining expert commentary with complete primary source materials and case law.

Current procedures have been developed, in part, as cases have arisen and been resolved. This one-of-a-kind resource enables anyone interested in these procedures to know exactly the current state of the law. It is the only resource to collect the body of NAFTA jurisprudence and it also incorporates substantial references to decisions in other investment treaty cases and by mixed claims commissions, the International Court of Justice and the Iran-U.S. Claims Tribunal.

If you would like more details about this product, or would like to order a copy online, please click here.




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International Taxation: U.S. Taxation of Foreign Persons and Foreign Income (2014 Supplement)

This 2014 Supplement updates the four volume, International Taxation: U.S. Taxation of Foreign Persons and Foreign Income. The parent volume offers an all-inclusive, easy-to-follow discussion of the United States tax regime as applied to foreign transactions. 

It shows the practitioner how to:
  • Structure international corporate transactions for maximum benefit. 
  • Minimize liability under applicable treaties, U.S. law, and applicable foreign law. 
  • Practice effectively within the often inconsistent web of legal authority. 
  • Covering both inbound and outbound transactions, author Joseph Isenbergh unfailingly reduces even the most complicated issues to clear, understandable strategies, and then provides unparalleled, incisive analysis.

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International Tax Newsletter
Practical Guide to U.S. Taxation of International Transactions (9th Edition)

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International Sales Agreements: An Annotated Drafting and Negotiating Guide, Second Edition

Published: October 2008


It would be hard to find a more useful guide to international sales agreements. Compared to domestic transactions, the risks associated are greatly multiplied and it is a rare international sales agreement that can rely on minor variations of standard terms, as is so often the case in domestic agreements. Foreign laws, export/import and currency exchange controls, treaties, transit issues, inspection of goods, insurance, tariffs - all these and more must be taken into account in contract negotiations.

For lawyers charged with drafting an international sales contract, this expanded and updated second edition is invaluable. Clause by clause, it clearly details the drafting process, commenting expertly on every issue likely to arise as it goes. Designed to cover every contingency, including definitions, Incoterms, price adjustments, documentation, labeling, delivery dates, limitation of liability, confidentiality, arbitration and antitrust issues, this book also covers relevant national circumstances in the commentary to each clause.

Table of Contents:

  • Contents of Sample Clauses
  • Introduction
  • Chapter 1: Preliminary Matters
  • Chapter 2: Drafting the Agreement
  • Chapter 3: The Goods Being Sold
  • Chapter 4: Trade Terms
  • Chapter 5: Price
  • Chapter 6: Permits, Licenses and Certificates
  • Chapter 7: Payment
  • Chapter 8: Delivery
  • Chapter 9: Transfer of Title and Risk
  • Chapter 10: Bills of Lading and Other Documents for Carriage of Goods
  • Chapter 11: Insurance
  • Chapter 12: Inspection
  • Chapter 13: Warranties
  • Chapter 14: Force Majeure and Hardship
  • Chapter 15: Termination and Penalty Clauses
  • Chapter 16: Intellectual Property
  • Chapter 17: Other Obligations of the Parties
  • Chapter 18: Dispute Resolution
  • Chapter 19: Governing Law
  • Chapter 20: Language
  • Chapter 21: Miscellaneous Provisions
  • Appendix 1: The CISG
  • Appendix 2: UNIDROIT Principles of International Commercial Contracts
  • Appendix 3: The Principles of European Contract Law

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International Encyclopaedia of Laws: Intergovernmental Organizations

The world is getting smaller and increasingly interdependent every day. As a result, national and regional developments are, as a matter of necessity, seen in a global framework. States want to preserve their independence but they are confronted with a growing list of problems which they can only solve in co-operation with others. The sheer scale of the issues at stake calls for an institutional framework to give that co-operation a more permanent structure.

It is therefore appropriate in the framework of the International Encyclopaedia of Laws to make accessible comprehensive, substantial and readily available information on the most important intergovernmental organizations, given their importance for the development of international law and intergovernmental co-operation in general. The fundamental changes taking place nowadays at an incredible pace within IGOs render it all the more necessary to put this information within easy reach. Some 55 leading organizations will be described in separate monographs of approximately 150 pages each.

For detailed information on all volumes of the Encyclopaedia, please visit: www.ielaws.com.


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International Encyclopaedia of Laws: Environmental Law

This set in the International Encyclopaedia of Laws covers national and international environmental law. National monographs contain a description of the country's environmental legislation, an overview of the basic principles of environmental law, the historical background, the role of governmental institutions and the sources of environmental law.

Other subjects covered for each country include pollution control legislation, nature and conservation management, zoning and land-use planning, liability questions and judicial remedies. In addition, international monographs cover international legislation and treaties and the environmental legislation of the European Economic Community.

For detailed information on all volumes of the Encyclopaedia, please visit: www.ielaws.com.


If you would like more details about this product, or would like to order a copy online, please click here.