Back in February of 2006, I did a podcast on medical
reimbursement plans and went over the Speltz
case where 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 week the Tax Court gave opinions 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
I also discuss my early experiences with Microsoft Vista,
Word 2007 and Excel 2007. I also
reference a tipcard for Excel 2007 you can get from the following site:
http://www.mrexcel.com/excel2007tipcard.html
You'll the author of the above 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
.
The podcast is sponsored by Leimberg Information Services,
located on the web at http://www.leimbergservices.com.
