• Tax and timing for conversion of various retirement vehicles including 401(k), traditional IRA, and Roth IRA. • Starting date considerations for social security benefits and related tax liabilities. • Computation of book and tax basis, gains and losses on investments, §1031 exchanges, etc. • Tax benefits and deductions on principal residence, vacation homes, and investment properties. • Acquisitions of business properties, computation of bonus depreciation, and MACRS depreciation. • Tax as related to various martial issues, including dependences, noncitizen spouses, and divorce settlement. • Review of college funding options and tax attributes. • Tax computation and investment considerations for fixed and variable annuities. • Tax considerations relating to gifting by parents and grandparents. • Tax on employee benefits programs including retirement plans, health insurance, and other benefits. • Tax on inherited assets including assets, insurance, and other assets.