Individual
- 2019 Tax Organizer
- 2019 Year End Planning Check List
- 2018 Estate Tax Points to Consider
- 2018 Tax Cuts and Jobs Act
- 2018 Year End Tax Planning Moves for Individuals
- Buying vs Leasing
- Crypto & Virtual Currency Frequently Asked Questions
- Do You Know Your Net Worth?
- Foreign Bank Account Reporting (FBAR)
- Getting the Most Out of Your Charitable Contributions
- Gifts Tax Consequences
- Hiring A Domestic Nanny
- Installment Sales
- Investing/Saving Primer
- IRS Collection Alternatives
- Is Your Estate in Order?
- Lending to Family
- Lump-Sum-Distribution
- Mortgage Types
- Non-Cash-Donations
- Qualifying for a Mortgage
- Resident Aliens vs Non-Resident Aliens
- Sale of Residence
- Steps When Leaving a Company
- Steps When a Loved One Dies
- Social Security – An Overview
- When Getting Divorced
- When Getting Married
- UGMA / UTMA Accounts Saving For A Child
- U.S. Taxes for Resident & Nonresident Alien’s
- S-Corp or LLC Checklist
Business
- 2019 Minimum Wage by State
- 2018 Tax Cuts and Jobs Act
- 2018 Year End Tax Planning Tips for Business Owners
- Bookkeeping/Accounting Issues
- Bookkeeping Recommendations
- Business Auto, Travel and Meals
- Business Audits – Instructions & Steps
- Business Entity Choices
- Business Loans – Qualifying
- Checklist for Starting a Business
- Commercial Lease Agreement
- Depreciation Primer
- Domestic Production Activities Deduction Code Sec. 199 Employee or Independent Contractor
- Family Members on Payroll
- Finding the Right Legal Form for Your Business
- Fringe Benefit Write-Offs
- Hobby Losses vs. Business Losses
- Incorporation Basics, S vs. C
- Insurance Types & Requirements
- Keeping Tax Records
- Loan Agreement
- Minimum Wage By State
- Office in Home Issues
- Payroll Issue Basics
- Retirement Plan Options
- Shareholder/ Partnership Agreement
- Startup Issues for New Business
- Subcontractor vs. Employee
- Taking Money Out of a Corporation