Useful Information

Information for individuals: 

2020 Tax Organizer
2020 Year End Planning Ideas
U.S.Taxes for Resident & Nonresident Alien’s
Buying vs. Leasing a Car
Estate Planning Primer
Gifts and Tax Consequences
Hiring a Domestic/Nanny
Hope & LifetimeLearning
Investing/SavingPrimer
LumpSum Distribution
Mortgage Types
Non-Cash Donations
Qualifying for a Mortgage
Sale of Residence
Steps When Leaving a Company
Steps When a Loved One Dies
Social Security – An Overview
Tax Tips
When Getting Divorced
When Getting Married
UGMA-Saving in a Child’s Name
Will Your Tax Return be Audited?
IRS Audit Reconsideration
Foreign Bank Account Reporting (FBAR)
The Foreign Account Tax Compliance Act (FACTA)
Retirement Tax Strategies
The Tax Cuts and Jobs Act

Information for Businesses:

2020 Schedule C Tax Planning Worksheet
Business Audits- Instructions & Steps
Auto Use Rules/ Record keeping
Business Travel, Meals and Entertainment
Bookkeeping/Accounting Issues
Bookkeeping Recommendations
Business Entity Choices
BusinessLoans – Qualifying
Calendarof Business Filing Dates
DepreciationPrimer
FamilyMembers on Payroll
FringeBenefit Write-Offs
HobbyLosses vs. Business Losses
IncorporationBasics, S vs. C
InsuranceTypes & Requirements
KeepingTax Records
Commercial Lease Agreement
Loan Agreement
Officein Home Issues
Payroll Issue Basics
Retirement Plan Options
Shareholder/ Partnership Agreement
Startup Issues for New Business
Subcontractorvs. Employee
Taking Money Out of a Corporation
Tax Tips For Business
The Tax Cuts and Jobs Act