Resources

Brochures
the underlined items are updated through 2022

Alternative Minimum Tax

Tax News and Industry Updates

Audits

Business Entity Comparison Chart

Business Entity Pros and Cons

Business Expenses Worksheet

Business Financing-Don't Intermingle Funds

Business Owners-Taking Money Out of a Business

Business Management Tips

Business Use of Home

Buy-Sell Agreements

Cancellation of Debt - Insolvency

Capital Gains and Losses

Charitable Cash Donation Tracker

Charitable Contributions Guide

Charitable Non Cash FMV guide

4

Clergy and Religious Workers

College Financial Aid Planning

Consumer Credit

Corporation Meeting Requirements

Crowdfunding

Day Care Providers Income and Expenses

Death of a Taxpayer

Dependent Support Worksheet

Divorce and Taxes

Early Retirement Distributions

Education Tax Benefits

Employee or Independent Contractor

Estate Planning Wills Probate Transfer of Assets

Estate Tax

Estimated Taxes

Expense Reimbursements for Employees

Families with Children

Farm Expenses Worksheet

Farm Income Worksheet

Farm Inventory and Accounting Methods

Farm Vehicles and Fuels

Filing Status

Financial Planning Guide

Foreign Bank Accounts

Form 1099 MISC Miscellaneous Income Reporting

Fringe Benefits

Gambling Log

Gift Tax

Health Care Reform: Cost Sharing Subsidy for Individuals with High-Deductable Plans

Health Care Reform: Employer Insurance Requirement

Health Care Reform: Individual Insurance Requirement

Health Care Reform: Premium Assistance Credit

Health Care Reform: State Health Insurance Exchanges

Health Savings Accounts

High-Income Taxpayers

Hobby vs. Business

Homeowners

Identity Theft and Your Taxes

Individual Retirement Accounts Backdoor Roth IRA

Individual Retirement Accounts Inherited IRAs

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

Inventory Cost of Goods Sold

Itemized Deductions: Casualty and Theft Losses

Itemized Deductions: Homeowners

Itemized Deductions: Interest Paid

Itemized Deductions: Medical Expenses

Itemized Deductions: Taxes Paid

Kiddie Tax

Limited Liability Companies (LLCs)

Marketing Your Business

Medical Expenses

Mileage and Expense Log

Moving Expenses

Moving Out Worksheet

Multi State Taxation

Newlyweds Tax Tips

New Tax Law

On Demand Drivers

Partnerships

Pension Income Planning

Real Estate Professionals

Recordkeeping for Tax Purposes

Referrals Appreciated

Rental Income and Expense Worksheet

Rental Income and Expenses

Repairs vs Improvements

Retirement Income

Reverse Mortgages

S Corporations

Sale of a Principal Residence

Same-Sex Married Couples

Saving for College

Saving for Retirement

Self Employment Tax

Short Term Rentals

Small Business Health Care Tax Credit

Social Security and Medicare

Standard vs Itemized Deduction

Starting a Business

Stock Options: Same Day Sales

Taxable Social Security Benefits

Tax Cuts and Jobs Act Individuals

Tax Cuts and Jobs Act Corporations

Tax Cuts and Jobs Act Depreciation

Tax Cuts and Jobs Act Employers

Tax Cuts and Jobs Act Excess Business Loss and Net Operating Loss NOL

Tax Cuts and Jobs Act New Business Income Deduction

Tax Cuts and Jobs Act Retirement and Other Savings Accounts

Tax Facts and Figures

Taxpayers Who Receive an IRS Notice

Tax Scams Protect Yourself

Tipped Employees

Vehicles - Business Use

What Should You Do if You Cannot Pay Your Taxes

Withholding Filling Out Form W 4