Taxation Books

Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)

Editors of Nolo

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Customer Reviews:
Total reviews: 65 Average rating: 4.5 of 5

Editorial Review:

America's No. 1 selling estate planning software in book form, helps you create a will, living trust, living will -- and much more!

Help protect your family and your assets, and save on legal fees! Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials provides the legal forms you need. So comprehensive, the software assembles your forms from among 40,000 document possibilities -- but so easy to use, you'll have them finished in minutes.

PLUS! Package includes a free CD-Rom of Nolo's bestselling title THE EXECUTOR'S GUIDE with Quicken Willmaker 2009, a value of $39.99!

Will

Living Trusts, including an AB Trust

Health Care Directive:
Living Will
Health Care Power of Attorney

Financial Powers of Attorney

Final arrangements document

Important documents for executors

Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials also provides forms you can use every day, such as authorizations and agreements, promissory notes, and child and elder care forms.

For each document, Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials takes you through a step-by-step interview. Your documents will automatically reflect the laws of your state. If you have any questions, simply check out the comprehensive onscreen legal manual.

Need to know more? Here are in-depth details about what you can do with Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials:

Your Will
Provide for family, friends and charities. Name a personal guardian to care for young children. Specify the executor (or "personal representative") of your estate. Select a trusted person to manage property left to young people. Revise and update your will whenever you like.

Your Living Trust
Make a basic trust, whether you're married or single. If married, you can create a AB trust (or bypass trust) and spare your heirs from potentially heavy estate taxes. Create subtrusts for minor children and young adults. Name custodians for property left to children. Change or revoke your trust at any time.

Your Health Care Directive
Lets people who care for you make important decisions about your life and health when you can't. Create a:

Health Care Power of Attorney
Permit a loved one to make important medical decisions for you if you are unable to do so yourself.

Living Will
Specify whether you want your life prolonged through artificial means. Appoint someone to make sure your wishes are carried out.

Your Financial Power of Attorney
Name someone to make your financial decisions, in case you are medically incapacitated. Don't worry, you can grant as much authority as you wish.

Your Final Arrangements
Plan a funeral or other ceremony. Clarify whether you want a cremation or burial. Select someone to oversee your final arrangements -- and more!

Documents for Your Executor
Make sure your executor ("personal representative" in some states) has all the forms and instructions he or she needs to do the job: Checklists, letters, notices, claim forms -- and more.

Personal Finance Documents
Over a dozen forms that let you handle financial situations you might face on any given day, such as lending or borrowing money to friends or family, creating bills of sale, ending a credit card account -- and more!

Home & Family Documents
Whether you need to authorize someone to travel with your child to another country, want to lend your car to a friend, or create an agreement with a trusted person to take care of your elderly parent, Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials can handle all these family situations -- and many more!

Estate planning documents not valid in Louisiana.

List of Forms
All forms are completed through a step-by-step interview, which customizes a document based on your answers. Completed documents can be printed directly, or exported to an RTF document, which can be opened in any word processor.

Wills and Living Trusts
Will
Self-Proving Affidavit (for Will)
Letter to Executor
Individual Living Trust
Shared Living Trust
AB Trust (aka Bypass Trust)
Certification of Trust
Assignment of Property (to Trust)
Reverse Assignment of Property (from Trust)
Revocation of Living Trust
Restatement and Amendment of Living Trust

Leaving Others in Charge
Health Care Directive (Living Will & Power of Attorney)
Durable Power of Attorney for Finances
Special (Limited) Power of Attorney for Finances
Information for the Attorney-in-Fact
Delegation Form for Attorney-in-Fact
Resignation Form for Attorney-in-Fact
Revocation Form for Recorded Durable Power of Attorney for Finances
Revocation Form for Unrecorded Durable Power of Attorney for Finances
Revocation of Health Care Directive
Revocation of Power of Attorney
Final Arrangements Letter

Documents for Your Executor
Affidavit of Domicile
Employee Death Benefits Letter
Executor's Checklist
Executor's Letter to Financial Institution
General Notice of Death
Notice to Creditor of Death
Notice to Homeowners Insurance Company of Death
Notice to Vehicle Insurance Company of Death
Request for Life Insurance Claim Form
Request for Life Insurance Proceeds

Personal Finance Documents
General Bill of Sale
Promissory Note (Amortized Monthly Payments)
Promissory Note (Balloon Payment)
Promissory Note (Payments of Interest Only)
Promissory Note (One Lump Sum Payment)
Security Agreement for Borrowing Money
Notice to Terminate Joint Credit Card Account
Notice to Put Name on Do Not Call List
Cancel Membership or Subscription

Documents for Home and Family
Child Care Agreement
Child Care Instructions
Authorization for Minor's Medical Treatment
Authorization for Foreign Travel With Minor
Temporary Guardianship Authorization for Care of Minor
Elder Care Agreement
Pet Care Agreement
Housekeeping Services Agreement
Housesitting Instructions
Authorization to Drive a Motor Vehicle
Property Inventory Worksheet

Federal Income Tax Examples & Explanations

Bankman, Joseph

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Customer Reviews:
Total reviews: 2 Average rating: 5.0 of 5

A Practitioner's Perspective 5 out of 5 stars.
1 of 1 people found this review helpful.

I bought an earlier edition while I was in law school. This book is very well organized and covers both the conceptual and practical perspectives of taxation extraordinarily well. The questions at the end of each section help to solidify your understanding of the concepts by varying the fact scenarios from question to question.

I've been in tax practice for ten years, and I purchase each updated edition for a review of the conceptual aspects of taxation and for a quick review of the tax treatment of transactions I haven't handled very often in practice.

Excellent Resource for Studying Federal Income Tax 5 out of 5 stars.
0 of 1 people found this review helpful.

We can count on two things: (1) death and (2) taxes. Death and taxes have a lot in common: both are complex, difficult to talk about, a great deal of mystery surrounds them, and people avoid both at all costs.


Taxes impact all of our lives in every way. Married? Tax consequences. Buy a house? Tax consequences. Sell a widget? Tax consequences. Purchase a hamburger? Tax consequences. Taxes are everywhere around us.


The government needs revenue. The overwhelming majority of the IRS's total in-take is from the income tax. Corporations, estates and trusts (and other taxes such as excise taxes) are a much, much smaller portion of the government's annual and total intake. Thus, it is critical to learn and understand Federal Income Tax.


Students:
You will, in my view, "need" a reliable, accurate, and well-organized resource to do well in your Federal Income Tax class. Federal Income Tax: Examples & Explanations is so useful that I am keeping my copy for future reference, and I have used it in "real-life," and might even buy the newer editions as they are released.


Law Students:
Tax policies, history and development of the income tax, how the IRS administers the tax code ... all very interesting and fun to learn. Come exam time, however, it will be all application. The examples in the book will provide you with an opportunity to learn not only the rules but how they are applied.



In closing, if you expect to do well in Federal Income Tax, you will "need" this book to do well in your class. If you know of a better Federal Income Tax supplemental, please let me know. I will definitely check it out. I am highly confident this is the resource you need, and I easily rate it 5+ stars.


Best of luck with your study of taxation!

J.K. Lasser's 1001 Deductions and Tax Breaks 2009: Your Complete Guide to Everything Deductible (J.K. Lasser)

Barbara Weltman

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Editorial Review:

J.K. Lasser's 1001 Deductions and Tax Breaks 2009 is a well-rounded guide that provides readers with the information they need to take advantage of every tax break and deduction they may be entitled to--without running afoul of the IRS. With this book as their guide, readers will find deductions and tax breaks for:

• Individuals and families
• Homes and cars
• Jobs and businesses
• Investments and retirement savings
• Medical and dental expenses
• Health savings accounts
• Education costs
• Charitable giving
• Casualty and theft losses

Business and Legal Forms for Photographers (with CD-ROM) (Business and Legal Forms)

Tad Crawford

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Customer Reviews:
Total reviews: 24 Average rating: 4.5 of 5

Really bad 1 out of 5 stars.
1 of 4 people found this review helpful.

I bought this book and its utter waste of paper and money. There are much better forms available for free to be downloaded from the internet. This book is completely useless for anyone who lives outside USA. I think Americans are smart enough to google the kind of forms they are looking for.

A little out dated 3 out of 5 stars.
1 of 1 people found this review helpful.

This book is a little outdated, but is very useful in writing you own form. Most of the forms on the disk can't be customized using newer word processing software.

Editorial Review:

Here's the classic "bible" of forms and checklists for every situation a professional photographer may face. Thoroughly expanded and updated to cover the Internet, this brand-new Third Edition contains 31 forms, each ready-to-use as is, or easily tailored to fit any situation. Photographers will find contracts for wedding, portrait, and assignment photography; property and model releases, assignment estimates, confirmations, and invoices; delivery memos; license for Web usage; nondisclosure agreements; and much, much more. An accompanying CD-ROM provides electronic versions of these forms, ready to use on both Macs and PCs.

Deduct It! Lower Your Small Business Taxes

Stephen Fishman

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Customer Reviews:
Total reviews: 14 Average rating: 5.0 of 5

Great book! 5 out of 5 stars.
7 of 7 people found this review helpful.

Great book. Just one comment. A lot of the text in this book is identical to the text in Tax Deductions for Professionals. You don't need both books; choose one.

Editorial Review:

From start-up to success, you need to Deduct It!

Completely updated for 2008

Make more money for your small business by paying the IRS less. Let Deduct It! show you how to maximize the business deductions you're entitled to -- quickly, easily and legally.

This comprehensive, yet easy to read book is organized into practical categories featuring common deductions, including:

start-up expenses

operating expenses

health deductions

vehicles

travel

entertainment

meals

inventory

equipment

and many more

The 4th edition is completely updated with all the latest tax information and numbers for 2008, and provides new information on tax planning. Whether your business is just starting or well established, Deduct It! is indispensable to your venture.

Working for Yourself: Law & Taxes for Independent Contractors, Freelancers & Consultants

Stephen Fishman

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Customer Reviews:
Total reviews: 13 Average rating: 5.0 of 5

Editorial Review:

Be your own boss -- easily, efficiently and successfully -- with this bestseller!

Whether you're an independent contractor, freelancer, or consultant, it all adds up to the same thing: You need to be more aware of laws and taxes than the average person.

Fortunately, Working for Yourself provides all the information you need to stay on top of it all. An independent contractor himself, Stephen Fishman shows you everything you need to know to:

meet business start-up requirements

pick a business structure

set up home or outside offices

obtain permits and licenses

price your services or products

comply with strict IRS rules

establish sound business relationships

avoid unfair contracts

draft good agreements

keep good records

get paid in full and on time

and much, much more

The 7th edition is completely revised to provide the up-to-date information you need, including the most current tax rates and changes in the law.

Whether you already work for yourself or are thinking about making the move, Working for Yourself will help make sure you do it right.

List of Forms

Asset Log

Expense Journal

Income Journal

Invoice

General Independent Contractor Agreement

Contract Amendment

Nondisclosure Agreement

The FairTax Book

Neal Boortz, John Linder

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Customer Reviews:
Total reviews: 1542 Average rating: 3.0 of 5

Editorial Review:

Wouldn't you love to abolish the IRS ...
Keep all the money in your paycheck ...
Pay taxes on what you spend, not what you earn ...
And eliminate all the fraud, hassle, and waste of our current system?

Then the FairTax is for you. In the face of the outlandish American tax burden, talk-radio firebrand Neal Boortz and Congressman John Linder are leading the charge to phase out our current, unfair system and enact the FairTax Plan, replacing the federal income tax and withholding system with a simple 23 percent retail sales tax on new goods and services. This dramatic revision of the current system, which would eliminate the reviled IRS, has already caught fire in the American heartland, with more than six hundred thousand taxpayers signing on in support of the plan.

As Boortz and Linder reveal in this first book on the FairTax, this radical but eminently sensible plan would end the annual national nightmare of filing income tax returns, while at the same time enlarging the federal tax base by collecting sales tax from every retail consumer in the country. The FairTax, they argue, would transform the fearsome bureaucracy of the IRS into a more transparent, accountable, and equitable tax collection system. Among other benefits, it will:

• Make America's tax code truly voluntary, without reducing revenue
• Replace today's indecipherable tax code with one simple sales tax
• Protect lower-income Americans by covering the tax on basic necessities
• Eliminate billions of dollars in embedded taxes we don't even know we're paying
• Bring offshore corporate dollars back into the U.S. economy

Endorsed by scores of leading economists and supported by a huge and growing grassroots movement, the FairTax Plan could revolutionize the way America pays for itself. In this straight-talking book, Neal Boortz and John Linder show you how it would work—and how you can help make it happen.

Every Landlord's Tax Deduction Guide

Stephen Fishman

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Customer Reviews:
Total reviews: 24 Average rating: 4.5 of 5

Editorial Review:

This bestseller is the only book on tax deductions specifically for residential landlords!

Named a "Top 10 Real Estate Book" by Robert Bruss, syndicated real estate columnist

If you own rental property, you should be taking advantage of the many tax write-offs available. Every Landlord's Tax Deduction Guide gives residential landlords the plain-English guide they need to save money on taxes -- without the services of a high-priced accounting firm.

This book explains how to maximize your deductions. Find out how to:

fill out IRS Schedule E

take real estate tax credits

figure out if an expense is a repair (deductible) or an improvement (depreciable)

maximize your depreciation deductions

deduct losses arising from real estate ownership

keep proper tax records

deduct home office, travel, casualty losses and much more


Every Landlord's Tax Deduction Guide is comprehensive yet easy to read, jam packed with interesting and relevant examples. The 4th edition is completely updated for 2008 and reflects the latest tax information and numbers.

Emanuel Law Outlines: Wills, Trusts, and Estates: Keyed to Dukeminier/Johanson/Lindgren/Sitkoff

Peter Wendel

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Customer Reviews:
Total reviews: 6 Average rating: 4.5 of 5

Almost too comprehensive 3 out of 5 stars.
4 of 4 people found this review helpful.

Oddly enough, I feel that this outline was almost too comprehensive to be useful for studying for my T&E law school final exam. The detailed outline is close to 300 pages long, and attempts to address every possible iteration of the law of Trusts and Estates, including common/federal and state specific law, the Uniform Trust Code, the Wills Act and other areas. In my opinion, this shotgun approach made weeding out the law applicable in my area from the other chaff extremely difficult. If the outline were organized in a different fashion, i.e., where how the issues in this subject were collectively addressed by the form of law (e.g., all federal law issues grouped together, all common law issues grouped together, discussion of UTC grouped together etc.) this book would have been eminently more useful to me. The sad thing is, the content of this outline is extremely good and detailed. Its organization, however, makes learning that content more of a chore than it has to be.

Editorial Review:

Keyed to the popular Wills, Trusts, and Estates Casebook by Jesse Dukeminier. The most trusted name in law school outlines, Emanuel Law Outlines support your class preparation, provide reference for your outline creation, and supply a comprehensive breakdown of topic matter for your entire study process. Created by Steven Emanuel, these course outlines have been relied on by generations of law students. Each title includes both capsule and detailed versions of the critical issues and key topics you must know to master the course. Also included are exam questions with model answers, an alpha-list of cases, and a cross reference table of cases for all of the leading casebooks.

The Boomer Burden: Dealing with Your Parents' Lifetime Accumulation of Stuff

Julie Hall

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Customer Reviews:
Total reviews: 33 Average rating: 5.0 of 5

Should be required reading for anyone over 35... 5 out of 5 stars.
2 of 2 people found this review helpful.

I'm at that age where sometime in the foreseeable future, I'm going to have to deal with the passing of one or more parents in our family. In addition to the grieving process, there's something that often doesn't get discussed until it's too late... what do you do with all the "stuff" your parents have accumulated over their lifetime? Julie Hall has made a career of working through that process with people, and she's written a book called The Boomer Burden: Dealing with Your Parents' Lifetime Accumulation of Stuff. Even though it may not be a subject you want to think about, time spent reading The Boomer Burden now can lead to infinitely fewer headaches and fractured relationships when that time comes. And if you're the parent, reading and acting on the information here is one of the best gifts you can give to your children.

Contents:
Introduction: Leaving Behind More Than Memories
First Signs
Planning for the Inevitable
Where's the Will?
When Reality Sinks In
The Hearse Doesn't Have a Trailer Hitch
Relatively Speaking
Scammers, Schemers, and Other Scoundrels
The Nitty-Gritty of Dividing Your Parents' Estate
But What Is It Really Worth?
Where Do I Begin?
How to Clean Out Your Parents' Estate
Right, Wrong, and In Between
I Will Never Do This to My Kids!
Be Good to Yourself
Mission Accomplished!
Appendix A: Your Complete Parent Care Checklist
Appendix B: Helpful Resources
Appendix C: Documents and Information to Locate
Appendix D: Sample Wish List Spreadsheet
Notes
About the Author

Hall has a business called The Estate Lady, and she brings 17 years of experience to this often ignored (but inevitable) part of life. She documents in painful detail how normal families can turn into dishonest, contentious enemies over the process of clearing out and dividing up the contents of the parents' estate. It's also quite normal for "friends" to want to help out with the process, but those friends often help themselves to items when no one is looking. Add antique dealers and consignment agents on top of that, and valuable keepsakes can wander out the door for pennies on the dollar, often before you even know what happened. Hall has a process which helps you make difficult decisions beforehand (when emotions aren't running high), as well as steps to follow which makes the process of emptying the house something which doesn't have to be completely overwhelming. She also counsels parents to take the time beforehand to make a will, record where all the important papers are, and to list out any items of value and who they would want them to go to when they die. These simple acts can make all the difference in the world to the survivors who have to sort it all out.

It's tempting to think that your family will be one of the 20% (yes, it's that low) that smoothly handles this unfortunate event. Odds are, you won't be. While I'm not in the position of having Depression-era parents who saved EVERYTHING, there's still "stuff" that will have to be handled when that time comes for me. Based on the information in this book, I know I'll be in a much better position to do the right things than I would have been without it. I would recommend this book be standard reading material for anyone over the age of 35. Trust me, you'll need it at some point...

Editorial Review:

A practical guide to advise Baby Boomers how to deal with the daunting task of facing a parents' eventual passing as it relates to residential contents, heirlooms, and the often difficult family interactions and feuds that accompany them.

With fascinating stories and comprehensive checklists, professional estate liquidator Julie Hall walks Baby Boomers through the often painful challenge of dividing the wealth and property of their parents' lifetime accumulation of stuff. From preparation while the parent is still living through compassionately helping them empty the family home, The Estate Lady® gives invaluable tips on negotiating the inevitable disputes, avoiding exploitation from scam artists, and eventually closing the chapter of their lives in a way that preserves relationships and maximizes value of assets.