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These reference books
provide easy access to two critical pieces of information necessary
to properly complete a tax return for a client who owns mutual
funds.
As you know, residents
of your state can exclude from their state taxable income the
portion of mutual fund dividend income attributable to U. S. Treasury
securities. In addition, residents can exclude from their state
taxable income the portion of mutual fund dividend interest attributable
to their state's municipal bonds and securities.
Great for clients! But
what does that mean for you?
You could spend countless
hours calling a lot of mutual fund companies or stockbrokers for
the required information about the percentage of income derived
from US Government obligations and the percentage of municipal
bond fund interest attributable to your state. Or you could do
what thousands of tax preparers across the country do - use these
publications for the information from over 5,000 mutual funds.
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The U. S. Government Obligations Report is
an easy to use 8.5" X 11" desktop reference that
shows the percentage of income derived from U.S. Government
obligations for over 3,800 mutual funds. Since U.S. Government
interest is excludable from taxable income in every state,
this report will help tax preparers quickly and easily take
this important deduction on state tax returns. (The 2007 tax
season will be the fourteenth year for this book.)
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The State Percentages For Municipal Bond Funds
is an easy to use 8.5" X 11" guide showing the percentage
of income derived from each state for over 1,200 municipal bond
mutual funds. Since the portion of interest attributable to
the client's state of residence is excludable from taxable income
in nearly every state, this report will help tax preparers quickly,
accurately and easily take this important deduction. (The 2007
tax season will be the eleventh year for this book.) |
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Both these volumes will ship in Mid-February
of 2007. They usually sell out, so reserve your copy today.
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These books cover US Obligation Percentages,
Municipal Bond fund income by state, and Alternative Minimum
Tax. However, they do not include Dividend Received Deduction,
Foreign Tax Information, and Florida Intangible Tax information.
If you need this additional information, we suggest you also buy
our AmeriCalc software which covers
all six areas.
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These important books are inexpensive, and
we offer substantial volume discounts. You can mix and match the
two titles to take advantage of the discounts.
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Product |
Our Low
Price each
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1 Book (either
title) |
$ 50
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2-5 Books (any combination) |
40
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6 or more Books
(any combination) |
30
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Order as many as you want. Priority Shipping and handling is just
$12.95 regardless of how many you order. Plus, we never collect sales
tax.
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