Other Products from Natalie Choate
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We have a new feature at Ataxplan.com. You can order articles and handouts and download them within minutes. More articles will be added soon.
Seminar outline: “The 100 188! Best & Worst Planning Ideas for Your Client’s Retirement Benefits”
Price: $39.95 (downloadable version); $49.95 (printed version) Read description and order.
Retirement Benefits and the Marital Deduction (Including Planning for the Noncitizen Spouse)
Price: $29.95 Read description and order.
Health Savings Accounts: What You Need to Know about HSAs and Tax-free IRA-HSA Transfers
Price: FREE Read description and download.
Making Retirement Benefits Payable to Trusts
Price: $39.95 Read description and order.
The Estate Administrator’s Guide to Retirement Benefits
Price: $39.95 Read description and order.
Forms-on-CD 6.0
Price: $49.95
Now, all the forms in Life and Death Planning for Retirement Benefits (6th edition, 2006) plus several more that didn't fit into the book, are available ready to plug into your word processor and use in your practice. All beneficiary designation forms, conduit trust provisions, plus a "plan termination assignment" and all four IRS model spousal consent forms, plus a client questionnaire form are included, in 8.5" x 11" page size. Provided for your convenience to save typing, meant to be used in conjunction with the book, so no instructions are included.
Price: $49.95 (includes shipping and handling). Please add $2.50 Mass. sales tax for Mass. delivery
Format: WordPerfect 11.0 and Word 2003, CD-ROM.