2009 Tax Update

...are helpful when deciding how detailed your records need to be. Record Keeping for individuals http://www.irs.gov/pub/irs-pdf/p552.pdf Starting a business and keeping records http://www.irs.gov/pub/irs-pdf/p583.pdf Travel, Entertainment, Gift, and Car Expenses http://www.irs.gov/pub/irs-pdf/p463.pdf...

Supplemental Needs Trusts

...third-party trust does not need to include a D-4 “payback” provision reimbursing the State for the medical assistance of the beneficiary upon the beneficiary’s death. References http://www.seniorlaw.com/snt.htm http://www.nsnn.com/frequently.htm http://www.elderlawanswers.com/elder_info/elder_article.asp?id=2742#6 http://www.wid.org/programs/access-to-assets/fact-sheets/special-needs-or-supplemental-needs-trusts...