Handouts

BUSINESSES

Business Entity Comparison Chart 2024 (PDF)
Business Entity Pros and Cons 2024 (PDF)
Business Management Tips 2024 (PDF)
Business Owners Taking Money Out of a Business 2024 (PDF)
Business Use of Home 2024 (PDF)
Buy Sell Agreements 2024 (PDF)
Cancellation of Debt Insolvency 2024 (PDF)
Corporation Meeting Requirements 2024 (PDF)
Employee or Independent Contractor 2024 (PDF)
Employing Family Members 2024 (PDF)
Excess Business Loss and Net Operating Loss 2024 (PDF)
Expense Reimbursements for Employees 2024 (PDF)
FinCEN Beneficial Ownership Reporting 2024 (PDF)
Form 1099-k 2024 (PDF)
Form 1099-MISC and Form 1099-NEC Reporting 2024 (PDF)
Fringe Benefits 2024 (PDF)
Hobby vs Business 2024 (PDF)
Identity Theft and Your Taxes 2024 (PDF)
Limited Liability Companies LLC 2024 (PDF)
Partnerships 2024 (PDF)
Pension Income Planning 2024 (PDF)
Qualified Business Income Deduction 2024 (PDF)
Recordkeeping for Tax Purposes 2024 (PDF)
Repairs vs Improvements 2024 (PDF)
S Corporations 2024 (PDF)
Self Employment Tax 2024 (PDF)
Tax Scams Protect Yourself 2024 (PDF)
Understanding How the IRS Contacts Taxpayers 2024 (PDF)
Vehicles Business Use 2024 (PDF)
What to do if You Can’t Pay Your Taxes 2024 (PDF)

INDIVIDUALS

Audits 2024 (PDF)
Cancellation of Debt Insolvency 2024 (PDF)
Capital Gains and Losses 2024 (PDF)
Charitable Contributions Guide 2024 (PDF)
Charitable Contributions Recordkeeping Requirements 2024 (PDF)
Cost-Sharing Reduction and the Premium Tax Credit 2024 (PDF)
Death of a Taxpayer 2024 (PDF)
Dependent Support Worksheet 2024 (PDF)
Digital Assets 2024 (PDF)
Early Retirement Distributions SEP 2024 (PDF)
Education Tax Benefits 2024 (PDF)
Energy and Vehicle Credits 2024 (PDF)
Estimated Taxes 2024 (PDF)
Extending Your Individual Income Tax Return 2024 (PDF)
Families With Children 2024 (PDF)
Filing Status 2024 (PDF)
Foreign Bank and Financial Accounts 2024 (PDF)
Health Savings Accounts HSAs 2024 (PDF)
High Income Taxpayers 2024 (PDF)
Hobby vs Business 2024 (PDF)
Household Employees 2024 (PDF)
Identity Theft and Your Taxes 2024 (PDF)
Individual Retirement Accounts Beneficiaries of IRAs and Qualified Plans 2024 (PDF)
Individual Retirement Accounts Kinds of IRAs and Prohibited Transactions 2024 (PDF)
Individual Retirement Accounts Qualified Charitable Distribution 2024 (PDF)
Individual Retirement Accounts Required Minimum Distributions 2024 (PDF)
Individual Retirement Accounts Roth IRAs 2024 (PDF)
Individual Retirement Accounts Traditional IRAs 2024 (PDF)
Itemized Deductions Casualty and Theft Losses 2024 (PDF)
Itemized Deductions Homeowners 2024 (PDF)
Itemized Deductions Interest Paid 2024 (PDF)
Itemized Deductions Medical Expenses 2024 (PDF)
Itemized Deductions Taxes Paid 2024 (PDF)
Kiddie Tax 2024 (PDF)
Like-Kind Exchanges 2024 (PDF)
Mileage and Expense Log 2024 (PDF)
Multistate Taxation 2024 (PDF)
Newlyweds Tax Tips 2024 (PDF)
Real Estate Professionals 2024 (PDF)
Recordkeeping for Tax Purposes 2024 (PDF)
Rental Income and Expenses 2024 (PDF)
Repairs vs Improvements 2024 (PDF)
Retirement Income 2024 (PDF)
Reverse Mortgages 2024 (PDF)
Sale of a Principal Residence 2024 (PDF)
Saving for College 2024 (PDF)
Self-Employment Tax 2024 (PDF)
Short-Term Rentals 2024 (PDF)
Standard vs Itemized Deduction 2024 (PDF)
Tax Facts and Figures 2024 (PDF)
Tax Scams Protect Yourself 2024 (PDF)
Understanding How the IRS Contacts Taxpayers 2024 (PDF)
Vehicles Business Use 2024 (PDF)
What to do if You Can’t Pay Your Taxes 2024 (PDF)

ESTATE PLANNING & DEATH

Death of a Taxpayer 2024 (PDF)
Estate Planning Wills Probate and Transfer of Assets 2024 (PDF)
Estate Tax Form 706 2024 (PDF)
Gift Tax 2024 (PDF)
Individual Retirement Accounts Beneficiaries of IRAs and Qualified Plans 2024 (PDF)
Personal Representatives Estates 2024 (PDF)

PLANNING

Audits 2024 (PDF)
Business Entity Comparison Chart 2024 (PDF)
Business Entity Pros and Cons 2024 (PDF)
Buy Sell Agreements 2024 (PDF)
Cancellation of Debt Insolvency 2024 (PDF)
Consumer Credit 2024 (PDF)
Death of a Taxpayer 2024 (PDF)
Early Retirement Distributions SEP 2024 (PDF)
Estate Planning Wills Probate and Transfer of Assets 2024 (PDF)
Gift Tax 2024 (PDF)
Individual Retirement Accounts Qualified Charitable Distribution 2024 (PDF)
Individual Retirement Accounts Roth IRAs 2024 (PDF)
Newlyweds Tax Tips 2024 (PDF)
Pension Income Planning 2024 (PDF)
Retirement Income 2024 (PDF)
Saving for College 2024 (PDF)
Saving for Retirement 2024 (PDF)
Social Security and Medicare 2024 (PDF)
Tax Scams Protect Yourself 2024 (PDF)
Understanding How the IRS Contacts Taxpayers 2024 (PDF)
What to do if You Can’t Pay Your Taxes 2024 (PDF)

REAL ESTATE

Employee or Independent Contractor 2024 (PDF)
Estimated Taxes 2024 (PDF)
Excess Business Loss and Net Operating Loss 2024 (PDF)
Expense Reimbursements for Employees 2024 (PDF)
Form 1099-k 2024 (PDF)
Form 1099-MISC and Form 1099-NEC Reporting 2024 (PDF)
Hobby vs Business 2024 (PDF)
Identity Theft and Your Taxes 2024 (PDF)
Qualified Business Income Deduction 2024 (PDF)
Real Estate Professionals 2024 (PDF)
Recordkeeping for Tax Purposes 2024 (PDF)
Rental Income and Expenses 2024 (PDF)
Repairs vs Improvements 2024 (PDF)
Short-Term Rentals 2024 (PDF)
Tax Scams Protect Yourself 2024 (PDF)
Understanding How the IRS Contacts Taxpayers 2024 (PDF)
What to do if You Can’t Pay Your Taxes 2024 (PDF)

RETIREMENT

SELF-EMPLOYED-BUSINESSES – NOT INCORPORATED

Business Use of Home 2024 (PDF)
Employee or Independent Contractor 2024 (PDF)
Employing Family Members 2024 (PDF)
Estimated Taxes 2024 (PDF)
Excess Business Loss and Net Operating Loss 2024 (PDF)
Expense Reimbursements for Employees 2024 (PDF)
Form 1099-k 2024 (PDF)
Form 1099-MISC and Form 1099-NEC Reporting 2024 (PDF)
Hobby vs Business 2024 (PDF)
Identity Theft and Your Taxes 2024 (PDF)
Recordkeeping for Tax Purposes 2024 (PDF)
Repairs vs Improvements 2024 (PDF)
Self-Employment Tax 2024 (PDF)
Tax Scams Protect Yourself 2024 (PDF)
Understanding How the IRS Contacts Taxpayers 2024 (PDF)
Vehicles Business Use 2024 (PDF)
What to do if You Can’t Pay Your Taxes 2024 (PDF)