A Family Affair-Spouses and Medical Reimbursement Plans - Ed Zollars - a podcast by steve@leimbergservices.com

This PodCast is about Medical Reimbursement Plans (MRPs).  In the 2006 Speltz case the taxpayer prevailed in a medical reimbursement plan provided for her husband who worked for the taxpayer's daycare business as an employee.  That was a case where the taxpayer kept excellent records and truly kept track of all the necessary details. 

This Podcast reflects the results in two cases where taxpayers were not as meticulous with such plans and the results were not nearly as good.

We look at the cases of Snorek v. Commissioner, TC Memo 2007-34 and Francis v. Commissioner, TC Memo 2007-33 for taxpayers who adopted medical reimbursement plans but found that there was more to sustaining the deduction than just doing that.

The materials for this week's presentation can be downloaded from http://edzollars.com/2007-02-17_Medical.pdf

We also share early experiences with Microsoft Vista, Word 2007 and Excel 2007.  You can also find a tipcard for Excel 2007  at the following site: http://www.mrexcel.com/excel2007tipcard.html   The author of that site also has a daily video podcast filled with Excel tips.  Information about the podcast can be found at: http://www.mrexcel.com/podcast.shtml

And, as you might expect, information about his offerings in general can be found at http://www.mrexcel.com .

This Podcast is sponsored by Leimberg Information Services, Inc. at http://www.leimbergservices.com

Please visit our software, books, and PowerPoint Presentations site at http://www.leimberg.com

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