These brochures are offered to you and your friends. Please copy this address in your browser and share it to your Facebook page so your friends can benefit from this information too. Referals appriciated!
Free Essential Tax Information
1040 Individual Tax
Cancelation of Debt – Insolvency
Charitable Contributions Guide
Charitable Contributions Recordkeeping Requirements
Early Retirement Distributions from SEPP
Extending Your Individual Income Tax Return
Families with Children (Spanish Version)
Foreign Bank and Financial Accounts
Health Care Reform – Cost Sharing Reduction and the Premium Tax Credit
Employer Insurance Requirement
Health care reform employer insurance requirement
Health Care Reform – Health Insurance Marketplace
Individual Retirement Accounts – Backdoor Roth IRA
Individual Retirement Account – Roth Conversions
Individual Retirement Accounts – Beneficiaries of IRA and Qualified Plans
Individual Retirement Accounts – Traditional IRA
Individual Retirement Accounts Roth IRA
Individual Retirement Account – Minimum Distributions
Individual Retirement Account Qualified Charitable Distribution
Individual Retirement accounts – Beneficiaries or IRAs and Qualified Plans
Individual Retirment Accounts – Prohibited Transactions
Inflation Reduction Act and Individual Credits
Itemized Deductions Casualty and Theft Losses
Itemized Deductions – Charitable Contributions
Itemized Deductions – Charitable Cash Donation Tracker
Itemized Deductions – Education Expenses
Itemized Deductions – Homeowners
Itemized Deductions – Interest Paid
Itemized Deductions – Medical Expenses
Itemized Deductions – Medical Expenses (Spanish Version)
Itemized Deductions – Taxes Paid
Recordkeeping for Tax Purposes
Standard VS Itemized Deduction
Stock Options – Same Day Sales
Taxpayers That Received and IRS Notice
Taxable Social Security Benefits
What Should You Do If You Can’t Pay Your Taxes
Taxpayers Who Receive an IRS Notice
Understanding How the IRS Contact Taxpayers
Business Tax
Business Entity Comparison Chart
Business Financiing – Don’t Intermingle Funds
Business Owners – Taking Money Out of a Business
Corporation Meeting Requirements
Day Care Providers Income and Expense
Empleado o Contratista Independiente
Employee or Independent Contractor
Expense Reimbursements for Employees
Extending Your Individual Income Tax Return
Excess Business Loss and Net Operating Loss
Farm Inventory and Accounting Methods
Form 1099-Misc, Miscellaneous Income, and 1099-NEC Reporting
Foreign Bank and Financial Accounts
Health Care Reform – Individual Insurance Requirement
Health Care Reform Employer Insurance Requirement
Health Care Reform – State Health Insurance Exchanges
Health Care Reform – Cost Sharing reduction and the Premium Tax Credit
Health Care Reform – Cost Sharing Subsidy for Individuals with High-Deductible Plans
Inventory – Cost of Goods Sold
Limited Liability Companies (LLCs)
Qualified Business Income Deduction
Recordkeeping for tax purposes
Rental Real Estate QBI Safe Harbor
Rental Income and Expense Worksheet
Small Business Health Care Tax Credit
Estates and Trusts
Estate Planning Wills, Probate, and Transfer of Assets
Personal Represenatives of Estates
News Letters
2022 Tax News and Industry Updates vol 10 issue 2
2023 Tax News and Industry Updates vol 11 issue 1
Tax News and Industry Updates Vol 9 issue 2
Tax News and Industry Updates Vol 9 Issue 3
Tax Cuts and Job Acts – Individual
Tax Cuts and Job Act – Corporations
Tax Cuts and Job Act – Depreciation
Tax Cuts and Job Act – Employers
Tax Cuts and Job Act – Excess Business Loss and Net Operating Loss (NOL)
Tax Cuts and Job Act – New Business Income Deduction
Tax Cuts and Jobs Act – Retirement and Other Savings Accounts
Tax News and Industry Updates, Volume 6, Issue 5
Organizers
Individual Taxpayer Organizer – Sole Proprietorship
Individual Taxpayer organizer for Rentals
Retirement
Early Retirement Distributions – SEPP
Individual Retirement Accounts – Backdoor Roth IRA
Individaul Retirement Accounts – Beneficiaries of IRAs and Qualified Plans
Individual Retirment Accouts Qualified Charitable Distributions
Individual Retirement Accounts – Inherited IRAs
Individual Retirement Accounts – Kinds of IRAs and Prohibited Transactions
Individual Retirement Accounts – Required Minimum Distributions (RMDs)
Individual Retirement Accounts – Roth IRAs
Individual Retirement Accounts – Traditional IRAs
Individual Retirement Accounts – Qualified Charitable Distribution (QCD)
Inflation Reduction Act and Individual Credits
Taxable Social Security Benefits
Tax Planning
College Financial Aid Planning