Information for Individuals:
- 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:
- 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