Handouts
BUSINESSES
- Business Entity Comparison Chart 2021 (PDF)
- Business Entity Pros and Cons 2021 (PDF)
- Business Expenses Worksheet 2021 (PDF)
- Business Owners Taking Money Out of a Business 2021 (PDF)
- Buy Sell Agreements 2021 (PDF)
- Cancellation of Debt Insolvency 2021 (PDF)
- Corporation Meeting Requirements 2021 (PDF)
- Employee or Independent Contractor 2021 (PDF)
- Excess Business Loss and Net Operating Loss NOL 2021 (PDF)
- Inventory Cost of Goods Sold 2021 (PDF)
- Limited Liability Companies LLCs 2021 (PDF)
- Partnerships 2021 (PDF)
- Qualified Business Income Deduction 2021 (PDF)
- Repairs vs Improvements 2021 (PDF)
- S Corporations 2021 (PDF)
- Starting a Business 2021 (PDF)
- Tipped Employees 2021 (PDF)
- Vehicles Business Use 2021 (PDF)
INDIVIDUALS
- Advance Child Tax Credit 2021 (PDF)
- Alternative Minimum Tax 2021 (PDF)
- American Rescue Plan Act of 2021 (PDF)
- Cancellation of Debt Insolvency 2021 (PDF)
- Capital Gains and Losses 2021 (PDF)
- Charitable Contributions Guide 2021 (PDF)
- Charitable Contributions Recordkeeping Requirements 2021 (PDF)
- College Financial Aid Planning 2021 (PDF)
- Consumer Credit 2021 (PDF)
- Death of a Taxpayer 2021 (PDF)
- Dependent Support Worksheet 2021 (PDF)
- Divorce and Taxes 2021 (PDF)
- Early Retirement Distributions SEP 2021 (PDF)
- Education Tax Benefits 2021 (PDF)
- Estimated Taxes 2021 (PDF)
- Families With Children 2021 (PDF)
- Filing Status 2021 (PDF)
- Foreign Bank and Financial Accounts 2021 (PDF)
- Form 1099 MISC and Form 1099 NEC Reporting 2021 (PDF)
- Fringe Benefits 2021 (PDF)
- Gambling Log 2021 (PDF)
- Health Care Reform Cost Sharing Reduction and the Premium Tax Credit 2021 (PDF)
- Health Care Reform Health Insurance Marketplace 2021 (PDF)
- Health Savings Accounts HSAs 2021 (PDF)
- High Income Taxpayers 2021 (PDF)
- Hobby vs Business 2021 (PDF)
- Household Employees 2021 (PDF)
- Identity Theft and Your Taxes 2021 (PDF)
- Individual Retirement Accounts Backdoor Roth IRA 2021 (PDF)
- Individual Retirement Accounts Beneficiaries of IRAs and Qualified Plans 2021 (PDF)
- Individual Retirement Accounts Kinds of IRAs and Prohibited Transactions 2021 (PDF)
- Individual Retirement Accounts Required Minimum Distributions RMDs 2021 (PDF)
- Individual Retirement Accounts Roth IRAs 2021 (PDF)
- Individual Retirement Accounts Traditional IRAs 2021 (PDF)
- Itemized Deductions Casualty and Theft Losses 2021 (PDF)
- Itemized Deductions Homeowners 2021 (PDF)
- Itemized Deductions Interest Paid 2021 (PDF)
- Itemized Deductions Medical Expenses 2021 (PDF)
- Itemized Deductions Taxes Paid 2021 (PDF)
- Kiddie Tax 2021 (PDF)
- Mileage and Expense Log 2021 (PDF)
- Moving Expenses 2021 (PDF)
- Multi State Taxation 2021 (PDF)
- Newlyweds Tax Tips 2021 (PDF)
- On Demand Drivers 2021 (PDF)
- Pandemic Relief 2021 (PDF)
- Real Estate Professionals 2021 (PDF)
- Recordkeeping for Tax Purposes 2021 (PDF)
- Rental Income and Expenses 2021 (PDF)
- Rental Income and Expense Worksheet 2021 (PDF)
- Rental Real Estate QBI Safe Harbor 2021 (PDF)
- Repairs vs Improvements 2021 (PDF)
- Retirement Income 2021 (PDF)
- Reverse Mortgages 2021 (PDF)
- Sale of a Principal Residence 2021 (PDF)
- Saving for College 2021 (PDF)
- Saving for Retirement 2021 (PDF)
- Self Employment Tax 2021 (PDF)
- Short Term Rentals 2021 (PDF)
- Social Security and Medicare 2021 (PDF)
- Standard vs Itemized Deduction 2021 (PDF)
- Stock Options Same Day Sales 2021 (PDF)
- Taxable Social Security Benefits 2021 (PDF)
- Tax Facts and Figures 2021 (PDF)
- Tax Scams Protect Yourself 2021 (PDF)
- Tipped Employees 2021 (PDF)
- Virtual Currency Cryptocurrency 2021 (PDF)
- What Should You Do if You Can’t Pay Your Taxes 2021 (PDF)
ESTATE PLANNING & DEATH
- Death of a Taxpayer 2021 (PDF)
- Estate Planning Wills Probate and Transfer of Assets 2021 (PDF)
- Estate Tax Form 706 2021 (PDF)
- Gift Tax 2021 (PDF)
- Individual Retirement Accounts Beneficiaries of IRAs and Qualified Plans 2021 (PDF)
PLANNING
- College Financial Aid Planning 2021 (PDF)
- Consumer Credit 2021 (PDF)
- Death of a Taxpayer 2021 (PDF)
- Divorce and Taxes 2021 (PDF)
- Financial Planning Guide 2021 (PDF)
- Gift Tax 2021 (PDF)
- Identity Theft and Your Taxes 2021 (PDF)
- Individual Retirement Accounts Kinds of IRAs and Prohibited Transactions 2021 (PDF)
- Individual Retirement Accounts Required Minimum Distributions RMDs 2021 (PDF)
- Individual Retirement Accounts Beneficiaries of IRAs and Qualified Plans 2021 (PDF)
- Individual Retirement Accounts Backdoor Roth IRA 2021 (PDF)
- Pension Income Planning 2021 (PDF)
- Sale of a Principal Residence 2021 (PDF)
- Saving for College 2021 (PDF)
- Saving for Retirement 2021 (PDF)
- Social Security and Medicare 2021 (PDF)
- Tax Scams Protect Yourself 2021 (PDF)
- Taxable Social Security Benefits 2021 (PDF)
- What Should You Do if You Can’t Pay Your Taxes 2021 (PDF)
REAL ESTATE
- Real Estate Professionals 2021 (PDF)
- Rental Income and Expenses 2021 (PDF)
- Rental Income and Expense Worksheet 2021 (PDF)
- Rental Real Estate QBI Safe Harbor 2021 (PDF)
- Reverse Mortgages 2021 (PDF)
- Sale of a Principal Residence 2021 (PDF)
- Self Employment Tax 2021 (PDF)
- Short Term Rentals 2021 (PDF)
- Starting a Business 2021 (PDF)
- Vehicles Business Use 2021 (PDF)
RETIREMENT
- Early Retirement Distributions SEP 2021 (PDF)
- Individual Retirement Accounts Backdoor Roth IRA 2021 (PDF)
- Individual Retirement Accounts Beneficiaries of IRAs and Qualified Plans 2021 (PDF)
- Individual Retirement Accounts Kinds of IRAs and Prohibited Transactions 2021 (PDF)
- Individual Retirement Accounts Required Minimum Distributions RMDs 2021 (PDF)
- Individual Retirement Accounts Roth IRAs 2021 (PDF)
- Individual Retirement Accounts Traditional IRAs 2021 (PDF)
- Pension Income Planning 2021 (PDF)
- Retirement Income 2021 (PDF)
- Social Security and Medicare 2021 (PDF)
- Taxable Social Security Benefits 2021 (PDF)
SELF-EMPLOYED-BUSINESSES – NOT INCORPORATED
- Day Care Providers Income and Expenses 2021 (PDF)
- Employee or Independent Contractor 2021 (PDF)
- Excess Business Loss and Net Operating Loss NOL 2021 (PDF)
- Expense Reimbursements for Employees 2021 (PDF)
- Form 1099 MISC and Form 1099 NEC Reporting 2021 (PDF)
- Health Care Reform Employer Insurance Requirement 2021 (PDF)
- Hobby vs Business 2021 (PDF)
- Inventory Cost of Goods Sold 2021 (PDF)
- Qualified Business Income Deduction 2021 (PDF)
- Real Estate Professionals 2021 (PDF)
- Rental Income and Expense Worksheet (PDF)
- Rental Income and Expenses 2021 (PDF)
- Rental Real Estate QBI Safe Harbor 2021 (PDF)
- Repairs vs Improvements 2021 (PDF)
- Self Employment Tax 2021 (PDF)
- Starting a Business 2021 (PDF)
- Tipped Employees 2021 (PDF)
- Vehicles Business Use 2021 (PDF)