Informational Flyers
(these are dated and will be updated for current info)
Please take a look, these are full of great information on various subjects
PERSONAL HANDOUTS
• NEW! American Rescue
Plan of 2021
• Alternative Minimum Tax
• Audits
• Cancellation of Debt - Insolvency
• Capital Gains and Losses
• Charitable Contributions Guide
• Charitable Contributions Noncash
FMV Guide
• Charitable Contributions Recordkeeping
Requirements
• Clergy - Religious Workers
• Consumer Credit
• Crowdfunding
• Dependent Support Worksheet
• Divorce and Taxes
• Education Tax Benefits
• Estimated Taxes
• Extending Your Individual Income Tax Return
• Families With Children
• Filing Status
• Foreign Bank and Financial Accounts
• Gambling Log
• Health Care Reform - Cost Sharing
Reduction and the Premium Tax Credit
• Health Care Reform - Health Insurance
Marketplace
• Health Savings Accounts (HSAs)
• High-Income Taxpayers
• Hobby vs. Business
• Household Employees
• Identity Theft and Your Taxes
• Itemized Deductions - Casualty and Theft
Losses
• Itemized Deductions - Homeowners
• Itemized Deductions - Interest Paid
• Itemized Deductions - Medical
Expenses
• Itemized Deductions - Taxes Paid
• Kiddie Tax
• Moving Expenses
• Multi-State Taxation
• Pandemic Relief
• Recordkeeping for Tax Purposes
• Sale of a Principal Residence
• Standard vs. Itemized Deduction
• Stock Options - Same Day Sales
• Tax Facts and Figures
• Tax Scams - Protect Yourself
• Taxable Social Security Benefits
• Taxpayers Who Receive an IRS Notice
• Tipped Employees
• Virtual Currency (Cryptocurrency)
• What Should You Do if You Can’t Pay Your
Taxes?
• Withholding - Filling Out Form W-4
PLANNING
• College Financial Aid Planning
• Early Retirement Distributions
- SEPP
• Estate Planning, Wills, Probate, and
Transfer of Assets
• Financial Planning Guide
• Moving Out Worksheet
• Newlyweds Tax Tips
• Pension Income Planning
• Saving for College
BUSINESS HANDOUTS
• Business Entity Comparison
Chart
• Business Entity Pros and Cons
• Business Expenses Worksheet
• Business Financing - Don’t Intermingle
Funds
• Business Management Tips
• Business Owners - Taking Money Out of
a Business
• Business Use of Home
• Buy-Sell Agreements
• Corporation Meeting Requirements
• Daycare Providers Income and
Expenses
• Employee or Independent Contractor
• Excess Business Loss and Net Operating
Loss (NOL)
• Expense Reimbursements for Employees
• Farm Expenses Worksheet
• Farm Income Worksheet
• Farm Inventory and Accounting Methods
• Farm Vehicles and Fuels
• Form 1099-MISC and Form 1099-NEC
Reporting
• Fringe Benefits
• Health Care Reform - Employer
Insurance Requirement
• Inventory Cost of Goods Sold
• Limited Liability Companies (LLCs)
• Marketing Your Business
• Mileage and Expense Log
• On-Demand Drivers
• Partnerships
• Qualified Business Income Deduction
• Real Estate Professionals
• Recordkeeping for Tax Purposes
• Rental Income and Expense Worksheet
• Rental Income and Expenses
• Rental Real Estate QBI Safe Harbor
• Repairs vs. Improvements
• S Corporations
• Self-Employment Tax
• Short-Term Rentals
• Small Business Health Care Tax Credit
• Starting a Business
• Vehicles - Business Use
RETIREMENT
• Individual Retirement Accounts -
Backdoor Roth IRA
• Individual Retirement Accounts -
Beneficiaries of IRAs and Qualified Plans
• Individual Retirement Accounts - Kinds
of IRAs and Prohibited Transactions
• Individual Retirement Accounts -
Qualified Charitable Distribution (QCD)
• Individual Retirement Accounts -
Required Minimum Distributions (RMDs)
• Individual Retirement Accounts - Roth IRAs
• Individual Retirement Accounts -
Traditional IRAs
• Retirement Income
• Reverse Mortgages
• Saving for Retirement
• Social Security and Medicare