Comments on: Time to Talk Taxes http://www.roadtoindependenceblog.com/2009/11/09/time-to-talk-taxes/ Thu, 02 Sep 2010 01:15:43 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Mike Patton http://www.roadtoindependenceblog.com/2009/11/09/time-to-talk-taxes/comment-page-1/#comment-7571 Mike Patton Sat, 21 Nov 2009 17:56:34 +0000 http://roadtoindependenceblog.com/?p=278#comment-7571 Paul, Since my last post, I've contacted Thomson and have a 30 day free trial to the web based version. Thanks for pointing this out! Paul,
Since my last post, I’ve contacted Thomson and have a 30 day free trial to the web based version. Thanks for pointing this out!

]]> By: Paul Svendsen CPA/PFS http://www.roadtoindependenceblog.com/2009/11/09/time-to-talk-taxes/comment-page-1/#comment-7496 Paul Svendsen CPA/PFS Wed, 18 Nov 2009 23:26:06 +0000 http://roadtoindependenceblog.com/?p=278#comment-7496 Hi Mike, I get the print version. I would be happy to email you the table of contents, if you would like. My email address is on my website. Hi Mike,
I get the print version. I would be happy to email you the table of contents, if you would like. My email address is on my website.

]]> By: Mike Patton http://www.roadtoindependenceblog.com/2009/11/09/time-to-talk-taxes/comment-page-1/#comment-7405 Mike Patton Mon, 16 Nov 2009 06:02:53 +0000 http://roadtoindependenceblog.com/?p=278#comment-7405 Hi Paul, Just got back in town from a cruise to nowhere. $250 per year? Is this an online subscription, a CD, or a print version? I might like to check it out. Hi Paul,
Just got back in town from a cruise to nowhere. $250 per year? Is this an online subscription, a CD, or a print version? I might like to check it out.

]]> By: Paul Svendsen CPA/PFS http://www.roadtoindependenceblog.com/2009/11/09/time-to-talk-taxes/comment-page-1/#comment-7257 Paul Svendsen CPA/PFS Wed, 11 Nov 2009 19:15:23 +0000 http://roadtoindependenceblog.com/?p=278#comment-7257 Mike, I do subscribe to PPC. I have their 3-volume guide to Personal Financial Planning, and I think the annual subscription is around $250. I have an active business valuation practice in addition to my wealth management business, and I subscribe to other PPC products at a similar price. Mike, I do subscribe to PPC. I have their 3-volume guide to Personal Financial Planning, and I think the annual subscription is around $250. I have an active business valuation practice in addition to my wealth management business, and I subscribe to other PPC products at a similar price.

]]> By: Mike Patton http://www.roadtoindependenceblog.com/2009/11/09/time-to-talk-taxes/comment-page-1/#comment-7093 Mike Patton Tue, 10 Nov 2009 03:30:05 +0000 http://roadtoindependenceblog.com/?p=278#comment-7093 Elaine & Paul, I was introduced to Quickfinder in 2004 and found it as you say, a great resource. Actually, I had forgotten about it. Thanks for the reminder. I've also used Forefield and PPC. Paul, Do you subscribe to PPC and if so, how costly is it and I suppose I should ask which modules you subscribe to? Thanks for your comments! Elaine & Paul,
I was introduced to Quickfinder in 2004 and found it as you say, a great resource. Actually, I had forgotten about it. Thanks for the reminder. I’ve also used Forefield and PPC. Paul, Do you subscribe to PPC and if so, how costly is it and I suppose I should ask which modules you subscribe to?
Thanks for your comments!

]]> By: Paul Svendsen CPA/PFS http://www.roadtoindependenceblog.com/2009/11/09/time-to-talk-taxes/comment-page-1/#comment-7088 Paul Svendsen CPA/PFS Mon, 09 Nov 2009 21:52:21 +0000 http://roadtoindependenceblog.com/?p=278#comment-7088 Mike, I have been reading your blog with great interest over the past several months. Thanks for everything you share with us. I have found Quickfinder to be a good basic resource for personal and business income tax issues. Practitioners Publishing Company also publishes good resources, and they are available by annual subscription. One of the things I like about PPC is that they seem to have thought of just about everything--and they have great checklists. Another invaluable resource is having a CPA and an estate attorney to exchange ideas with. Mike, I have been reading your blog with great interest over the past several months. Thanks for everything you share with us.

I have found Quickfinder to be a good basic resource for personal and business income tax issues. Practitioners Publishing Company also publishes good resources, and they are available by annual subscription. One of the things I like about PPC is that they seem to have thought of just about everything–and they have great checklists.

Another invaluable resource is having a CPA and an estate attorney to exchange ideas with.

]]> By: Elaine Webb http://www.roadtoindependenceblog.com/2009/11/09/time-to-talk-taxes/comment-page-1/#comment-7086 Elaine Webb Mon, 09 Nov 2009 20:34:34 +0000 http://roadtoindependenceblog.com/?p=278#comment-7086 Research on tax, estate planning, qualified retirement planning. Mike The tax code drives much of the estate planning and qualified retirement planning stuff in addition to income taxes. I find a lot of answers in the Quick Finder Tax Planning for Individuals and Quick Finder Tax Planning for Business. These readable guides are organized by situation such as retirement plans, children, education, etc. Plus, the guides are updated and published each year. They also have Quickfinder for tax preparation. Good luck, Elaine Webb CFP(R) EA Research on tax, estate planning, qualified retirement planning.

Mike

The tax code drives much of the estate planning and qualified retirement planning stuff in addition to income taxes. I find a lot of answers in the Quick Finder Tax Planning for Individuals and Quick Finder Tax Planning for Business. These readable guides are organized by situation such as retirement plans, children, education, etc. Plus, the guides are updated and published each year. They also have Quickfinder for tax preparation.

Good luck,
Elaine Webb CFP(R) EA

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