
MJM Internal Newsletters -
2003
January
2003 Due
Dates; The Web Isn't Only for the Young; New Rates for 2003; Dynasty Trusts.
March
2003
The
Marriage Penalty; What is the Alternative Minimum Tax?; Websites on Your Favorite
Charities; Premium Only Plans (POPs); Flexible Spending Accounts (FSAs); Medical
Savings Accounts (MSAs); Planning for Incapacity With a Durable Power of
Attorney.
April
2003
IRS
Liberalizes Home Sale Gain Recognition Rules; Retirement Planning for 2003;
Interesting Websites; IRS Relief for Missed IRA and Pension Rollover Deadlines;
Use Donor-advised Funds for Controlled Charitable Giving.
May
2003
"Dirty
Dozen" Tax Schemes and Scams; The Deemed IRA; The Dependent Parent
Exemption; Second Marriage Estate Planning.
June
2003
The
"Fully Insured" Retirement Plan; Selecting a Guardian for Your Minor
Children; Your Chances of an IRS Audit; Retaining Key Employees.
July
2003
Save
Taxes with Home Equity Loans; Tax Calendar; Selecting a Retirement Plan
Beneficiary; Thinking About a Student Loan?; Your Executor's Tax
Responsibilities.
August
2003
The
Jobs and Growth Tax Relief Reconciliation Act of 2003; Testamentary Letters
Provide Timely Guidance; Annuity Payout Options; Financial Website for Women;
Life Insurance Strategies for Individual and Business Owners; Business Equipment
Incentives.
September
2003
Tax
Planning for Mutual Funds; IRS Update; Interesting Investment Website for
Dividend Information; Increased Depreciation Limits for Business Vehicles;
Adoption Credit and Income Exclusion Provide Financial Assistance; Setting
Investment Goals. October
2003
Substantiating
Travel and Entertainment Expenses; Tax Calendar; Funding College Expenses with
IRA Distributions; Interesting Websites; Charitable Contributions 101;
Penalty-free IRA Withdrawals for First-time Homebuyers. November
2003
Year
End Tax Planning December
2003
Employing
Family Members; Recognizing Losses on Worthless Securities; Toyota Deduction;
Interesting Website; Forming a Nonprofit Entity; Avoiding Unexpected Taxes and
Penalties from 401(k) Plan Loans.
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Voice: 708.422.8600 | Fax: 708.422.8642
mcgreal@mcgreal.com
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