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                                                                                                                                                                                                                                                                                                                                                                                                                             MONEY MANAGEMENT
                                              Personal Finance:
                                              SAN ANTONIO BUSINESS JOURNAL | MARCH 2, 2012
                                                                                                                                                                                                                                                                                                                                                                                                                             & TAX PLANNING                                                                            21




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ERIK REYNA / SAN ANTONIO BUSINESS JOURNAL




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                                                                                                                                                                                                                                                                                                           r B (g) ts to                                                                                                      ington D.C. means the tax laws           tions and credits in 2013.
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Padgett Stratemann Scores a PR Trifecta
Padgett Stratemann Scores a PR Trifecta
Padgett Stratemann Scores a PR Trifecta
Padgett Stratemann Scores a PR Trifecta

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Padgett Stratemann Scores a PR Trifecta

  • 1. SPECIAL | REPORT MONEY MANAGEMENT Personal Finance: SAN ANTONIO BUSINESS JOURNAL | MARCH 2, 2012 & TAX PLANNING 21 The Devil’s in the Details OM BN 1 o. 15 201 12 t 45-0 074 hmen No. ue Attac nce er 0). Seq mb 104 ty nu orm curi ule D (F . ss essoci al se d Lo 0 Your hed and 1 r Sc s an 9, s fo , 3, 8, on , 2 ss) ucti Gain Instr lines 1 r (lo (e), n o lumns ital See ns for Gai (h) ne co d (g) 104 Cap. 0NR ansac tio s ents ustm from to bi Com (f), an orm your tr Les Adj ss (g) in or lo) 8949,(g) or F to list r or Yea 0 s ga rm (s mn 104 949 basi, Fo colu Form orm 8 One her or ot(s) 8949 line 2, D ch to Use F Held ost (f) C Form lumn (f) LE Atta ets EDU 0) ss co om frome 2, e fr SCH 104 —A pric line 2, lin ses ales , ) Los (e) S (s) 8949 (e) rm ry easu (Fo of th e Tr ice (99) and Form column rv ins ERIK REYNA / SAN ANTONIO BUSINESS JOURNAL ent ue Se turn r 3. artm Dep al Rev en on re ita l Ga 2, o cents to t ( ) Inte rn show no Cap e 1, ff e(s) rm tin g lin und o Nam rt -Te mpleco ou ro x A bo ( ) 4 Sho if y fore plete with . . I 9 be com 949 Sch . . . ) Part 894 r to s 8 . edul box B ( 882 4 from 5 Form asie Form . . . with D. (Form e . . and ts p lete ay be e all 67 81, trus . . Com rm m . from . . . 949 rt . Pa C 1040 84, and . . r ( s 8 . III box . ) 2011 s 46 tes, ove 6 fo rs tals Form . . . . arry Thisole dolla rm to I . . all with Sum . Form , esta . . sC . . rt-te Part 9 . ma om s os wh om . . 894 . . ryoss) fr oration . . . apital L . . Sho ked in ls fr . . s16 or (l 1 c tota Form . . . Co corp . . our C . ny che rm art I . all mbin gain of y . . e a 7 rt-te om . . , S . . hav . Sho ked in P ls fr . . -termlinrships e e8 . . you tota hort e ne s 7 . . m lin . . ). If . . ss) 2 che c rm art I . •s and If lin part . . andany, fro . . r (lo (e), n o lumns n (h ack Gai rt-te P 625 2 1 om .e . . if 15 a . m colu the b (h) ne co d (g) bi e nd Sho ked in rm ) fr4. Th 16 is aount, . . nd ente to Com (f), an 3 che c from Fo s (los • If . en e am gain. r thh 6 rt III on in ear ents or . . lin th go to . , en ug e rePa n eY ustm from Adj loss 49, gain gain e 1r lineEnte 6. is . . line 1 ter s 1 th , go to sult ro nO (g) in or ) 89 (g) rm . . 7 line the am Tha ga rm(s mn rt-te rm . . yov er. 22. a lo ss, bine belotherwis ou e . basi, s Fo colu Sho rt-te • carr If lin . w. nt fr M ore . . her line 4, sho ) K-1 s or ot ) 8949 Held om lin (f) CostForm.(s mn (f) 4 loss ctions 4 e 16 is Com kip line w. O . Net dule(s ital u 10 0NR oss). ro II belo s 1sets colu . . 5 Sch e cap e 17str in (l ze rt s7 e e from 1 frome 4, rt-te rm in th or , line 1 Pa , skip es—A throug es pric , line 4, 6 on F lin . . Are gain , go to 4. T s alh 49 ) . . Sho sheet ita l line ses hLos es 1 en g lin (e) S (s) 20 (e) 89 b orm 104 . . cap s Ye los 15 an s and 6 rk o to. 7 thro Form colum elow. T n Wo or s 0, lin . . erm in in d r 10 line to ug he( e 1)3 Pag rt-t ital ga No itao Ga 16 bo , 9, o cents 22. h 21 b .G n go . . e2 l to , or sho p line lin 8 g o th elow to lin Form Cap kip lin ting 18e und inff .S . Net -term c8 1a . a s and e 21 104 16 7 long Eerm e ple s 1 y u ro ? A ente ( . Als ) s) 0 1 ng-T nter the com te if 8 o ro th box . r -0 ob (los NR, 1 line Lo foream ple ugh with . - on e sor in ure . II 19 9 be o mun o 921, . . 894 . and ox B Form rm ga . to c Part En 4 89 to c t, if ( e . omp 12 orm teasier r th any s rm . . b go to . ng-t 1040., lete plete F in e e s e Fo , .fro m lin 9 wit . . line h nd lo . . line -1 y b tructi amou all 2; a . . 1le(s) K Com 2rm ma . ons from t, if . . n 894e 7 . . 2 C 2. 625 3 edu , or Fo 13 ) fo 0 rs ls . . . any orms . of thh box . and . . . Sch Thisole dolla re rm tota II Ae . . all F fro . . , ro ite m lin 949 w . 28% R rms 24 . . . . 39 om rm wh lin g-te esPart om . . . . ts fr . . er ( Lon kYesin 18 tand fr . . 8 . rm.s e 18. o . Fo te G. . a trus . . v 14 ed . to a ls 1 Fo . . . om . ain and . rryo 8 c che theerm omp II 9 both all C f th fr . . Wo states, . . Ca 2011 9 rt ng-t Qua Pa lete from . . Lolinek4d inlified ls Form zero or long-te . . . c e ta . . . .gain Unre rm e . cap . corpora ture tio ns, rks e h eet in . . . apital C L oss . . . . . Part . III o n 15 eD (Fo rm 10 40) CPA John A. Poteet Jr. says many deductions and credits expired in 2011. belo 4 (o to D II . che w ermr in rt ivide 1Part I; blank? 04 24 . dS . . thef inour . . o to edul Pa e 797, s 0nd 88u S. . e . . o y stru.c en g . . Sch g-t No.on ked in . th 4 nd a thro ips, . . . ction 1 e 13 L instr 81,and gh ersh . 25 . . 4 (h n T lin 0 . 45-007 tio). s h . . 10 h oc orm 7 linen . om SchcCe mple m F 684, 6 uctions Capitapart 43, . . any, fr . .. B. NGainolumn . . .. .o. 11338H o. 15 edu in frote Fs 4 fofrom l G . OM . 4.in c Wo. 1 201 ) or Fns if at. N Gale Form o oss r Form aintructio ormount, . . 1 .. .. rks hee C 18 21 11 fromD Tax rm 104 in or (l T ins ax e am 10 . ugh t Wo ga0 th the1040N thWorks .40NR 8 thro . . . ent o. .12A . . in the If lin erm she rough . See rk nter R, lin .etslines th . he achm N e 16 ng-t et utions line over. E . . Assbine et in . ro. gh . Attequence ber e 4 u . is a Net lo ib in the rry43 itrml om 4 ). . noe in ns cti 4 ri nu 2 . th linS distr loss castr ns, or Fo a). C . .9 Do structiostru secu1.tyT . m 19 2loss, e • Th 1 ente l gain in ctiouCa oss p • ($ e lo 0 0 s 3,00 s on lin 3 Cap a l erman in the ns ga rm . .gov/ur ta9, R ), or 1e 16 Long-t eet d on iopitlelD (Fo ww.irs e 2, no8 co throug it Fo a c r itr here capita instru of in tion(l 40). . 10.40 8 return0 . s D formN and 1 o 10. . o , , x 9 in t co cial on . Your m le s fo n com so p he te lin r Form plete BY DAN R. GODDARD expire at the end of this year, which may if m 14 or rksh pos cadu . ee. w ees e , yo t3 es 104 W s1 mple h 21 Note arrie Wo Dis -termche rm ,104 ortilin , te lin line 41 and 0, le hile political gridlock in Wash- mean higher taxes and reduced deduc- . W . s c hen der longs for S .8949 Ans N, lin filint on . .rm n oct 0 e fo es 2 . The . 22 u ed 22 figu Oth Neucseck t Fo nsacti g ti tio 13, 1 an n cked Sch d che omp for and ngSwehicathoenbabtoaraRetra ($ o r duc ri 15 Instr ap u or F s } Do you rkute ormess at is 22 be on lete th ti h hav s e htiapelis yo ly, 1,5 x th Instruc low. e r whic Sale qualifore infouole Pato ount is L 104 Yes e mied hed For to Scdivid F rm m rw r D sma ller, eld O 00) ne .Ye.ar or r 0Nch bo the ea R, lin ee . e. 1, fo mns (s la4,k. e 1n the rm tran ox A o sac ti ons fo r B (g) ts to ington D.C. means the tax laws tions and credits in 2013. 9 pag . colu ft b . 894 the Comp ach end H ts treat bo 8949, r those lly b.e le . rt-te smeck b ustm en any* haven’t changed much since Att te s on alle Adj loss, if Q line ualifie le FormAsse . Sho ch (f) r o sis Form ams fo enera th (C) . c.annot F or 44 (o d D orm 1 — ses 104eparate tructio hountsg n r ba f: gain ry No . Co r in th ividen 040 th os uld you . . t or othe ctions) Form easu e Tr ice (99) dsand Lrou s 0, line ins nd s o as Form Cos . instru mple e in te a the 9b a d onpo Playing defense of th 2010, the federal government has tough- . . te th structi and C ogh le e read ction,sor Fo porte IRS sitive n(e p ice ns) (s ) ee ent ue Se rv inso mp line e Ga artm rn I en ret tu ns fo C a av 4 a s re 1 the es pr ct Dep al Rev a italrest o belowr. F pitu lhG st 3,ans rm Sal umb io 21 n on tr or tion to 4 0 inst ers. ru ( Cap rn o Inte show efsF rm tiloy mo in a F nsac orted (d)0Nld , Nam e(s) erm 104 rm box ro(g) un ly for104 eTax W rmt 10p trao re R lin (see e so yr.) e Part I Sho ust rt-T c k on hec lete co nd (g) d p )a the lu )o o n p e of mn (b not ap 0 or Fo rt R,bline orkshe NR (Mo., da Sho (B) -B but Form rm 10 989 0-t rm sis no -ter N a 109 (b) 49 (2 40NR , day Dat (c) 40 d 42).quire et in rough e acq , yr.) ayy, y Dat th the y, instr e 41. lin 10b ?