We are great believers in educating our clients. Please use these fact sheets as “briefings” to become familiar with these topics.
- 1099 Filing Fact Sheet
- 2015 Tax Essentials Letter
- 401(k) Plan Withdrawals
- The Alternative Minimum Tax [“AMT”]
- Annual Financial To Do List
- Business Recordkeeping
- Business Losses – Distinguishing your Business From a Hobby
- Business Travel
- Cancellation of Debt
- Cash in on your Kids
- Disabilities – Living and Working with Disabilities
- Divorce – Tax Implications
- Do You Owe the Internal Revenue Service?
- Energy Credit
- Energy Credit – ALTERNATIVE Sources of Energy
- Entity Choices – Which is the best entity for my business?
- Gambling – Documenting the Losses
- Home Office Basics
- Household Employer
- Health Savings Accounts Basics
- Identity Theft – an Emerging Problem
- Independent Contractors vs. Employees
- Inherited IRA’s
- IRS Penalties
- Medical Deductions
- Mileage Recordkeeping
- Partnerships – a Year-End Checklist
- Paying your Taxes Online
- Planning for the .9% Earned Income Surtax
- Planning for the 3.8% Surtax
- Record Retention
- Tax Records
- Rental Property Tax Guide
- ROTH Conversions
- Same-Sex Marriage
- Saving for College Options
- Smart Phone Apps for Tax Recordkeeping
- Sticker-Shock (on Taxes, NOT on professional fees)
- Tax Reform
- Temporary Jobs
- Vehicle Donations
- Volunteer Opportunities
- Year-End 2015 Small Business Year-End Letter
- Year-End Individual Tax Checklist
- Year-End Corporation Tax Checklist
- Year–End Tax Savings Tips