
MJM Internal Newsletters -
2004
January
2004 Business
Assets versus Corporate Stock; Interesting Websites; New Numbers for 2004;
Living Trusts. February
2004
Qualifying
for Head of Household Status; Getting Appreciated Securities; President Signs
Military Relief Bill; Locate the Best Place to Retire with This Website;
Deducting Business Start-up Costs; Irrevocable Life Insurance Trusts
March
2004 The
New Health Savings Account; Tax Benefits with Easements; IRS Urges Caution When
Making Vehicle Donations; A One-stop Reference Website; Retirement Plan
Distributions before age 59 1/2; Saving Taxes When Extracting S Corporation Cash April
2004 Qualifies
Tuition Programs; Tax Deadlines; Employee Benefit Website; Deduction IRA
Contributions; Reducing Estate Tax with Credit Shelter Trusts May
2004 Benefiting
from the 0% Bonus Depreciation; Treasury to End Series HH Savings Bonds;
Holding Period Rules for Qualified Dividends; Interesting Website; Investment
Period & Rate of Return; Converting a Residence into a Rental Property June
2004 Stock
Dividends and Stock Splits - Taxable or Not?; 2004 Vehicle Depreciation Limits;
SBA Certified Development Company Loan Program; IRS Updates "Dirty
Dozen"; Lower Your Taxes with Section 179 Deduction; Retirement Plan Loan
Interest
July
2004 The
Federal Gift Tax; Tax Calendar; IRS Warns of Identity Tax Scheme; Website for
Entrepreneurs; Shard Equity Financing Arrangements for Home Ownership; Draft a
Testamentary Letter as an Element of Your Estate Plan
August
2004 Use
the Installment Method to Defer Taxes on Property Sales; Health Savings Accounts
and Other Health Arrangements; Increased Social Security Limits for 2004;
Interesting Websites; Pros and Cons of Probate-avoidance Strategies; Excluding
Gain from a Residence Following Divorce September
2004 Selecting
Your Retirement Plan Beneficiary; Filing a Joint Return in the Year of Death;
Interesting Government Benefits Websites; Tax Term; The Basics of Roth IRA
Distributions; Evaluating Franchise Opportunities October
2004 Deducting
Bas Business Debt; Tax Calendar; IRS Focus on Service, Compliance &
Modernization; Increased FDIC Coverage for Revocable Living Trusts; 529 or ESA?;
Are Your Bank Deposits Fully Insured? November
2004 Year
End Tax Planning; Check 21; IRA Statistics; Interesting Websites for Teleworkers;
When to Start Receiving Social Security Benefits; Charitable Contributions December
2004 New
Tax Bill; Business Provisions of 2004 Act; Deferring Income Using Annuities;
Selecting the Appropriate Legal Entity for Your New Business
5740 West 95th Street, Oak Lawn, IL 60453
Voice: 708.422.8600 | Fax: 708.422.8642
mcgreal@mcgreal.com
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