A Tax Professional’s Ten Commandments 1. Thou shall stuff the IRS like a taxidermist. 2. Thou shall prepare the final tax return of the Jedi. 3. Thou shall be sure that a client’s return is not filed a day late or a tax dollar short. 4. Thou shall concentrate so quietly that it is possible to hear a PTIN drop. 5. Thou shall claim the Urned Income Credit for a crematory.

1. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
A Tax Professional’s Ten Commandments
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

2. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
1. Thou shall stuff the IRS like a taxidermist.
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

3. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
2. Thou shall prepare the final tax return of the Jedi.
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

4. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
3. Thou shall be sure that a client’s return is not filed
a day late or a tax dollar short.
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

5. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
4. Thou shall concentrate so quietly that it is possible
to hear a PTIN drop.
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

6. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
5. Thou shall claim the Urned Income Credit for a
crematory.
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

7. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
6. Thou shall receive a copy of the Internal Revenue
Code as a birthday present and not have to file a gift
tax return.
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

8. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
7. Thou shall look a gift horse in the mouth without
the necessity of a qualified appraisal.
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

9. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
8. Thou shall render a tax opinion and receive after
tax pennies for your thoughts.
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

10. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
9. Thou shall stay up late until all the returns are in to
find out who won the S election.
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

11. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
10. Thou shall store your client’s incriminating
information on the same type of computer used by
Lois Lerner.
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

12. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
If this type of tax discussion strikes your fancy,
join Jay Katz’ Linkedin Group:
The Tools & Techniques World of Financial and Tax Planning.
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

13. Tool & Techniques World of Financial & Tax Planning
By Jay Katz
Jay Katz is also the author of The Tools & Techniques of Income Tax
Planning, 4th Edition--a single-volume reference that takes the
reader through all the income tax topics your clients may
encounter—no matter where they originate—providing easy-to-understand,
practical guidance for situations that are often
confusing.
The Tools & Techniques of Income Tax Planning, 4th Edition,
provides everything you need to put the optimal strategic plan in
place, while taking into consideration the tax-related elements of:
• The American Recovery and Reinvestment Act
• The Affordable Care Act
• The American Taxpayer Relief Act
Learn more today.
The Tools & Techniques of Income Tax Planning
www.NationalUnderwriter.com

14. The Tools & Techniques of Income Tax
Planning | www.NationalUnderwriter.com

15. The Tools & Techniques of Income Tax
Planning | www.NationalUnderwriter.com

16. The Tools & Techniques of Income Tax
Planning | www.NationalUnderwriter.com

17. The Tools & Techniques of Income Tax
Planning | www.NationalUnderwriter.com

18. The Tools & Techniques of Income Tax
Planning | www.NationalUnderwriter.com

19. The Tools & Techniques of Income Tax
Planning | www.NationalUnderwriter.com