- Identifying AMT issues
- General discussion of deductions and income recognition
- Answer questions about investment tax issues
- Discuss statement of personal financial position
- Analyze personal cash flow statement
- Develop and/or analyze business balance sheet, income statement, cash flow statement, pro forma statements
- Discuss and educate on employee stock options basics, ISOs, NSOs, planning strategies, etc.
- Tax implications of various stock plans – Restricted, Phantom, SARs, ESPP
- Non-qualified deferred compensation programs
- Income taxation of life insurance and annuity products
- Investment cost basis research and reporting
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