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
- Early Retirement Distributions SEP 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)
- Retirement Income 2024 (PDF)
- Reverse Mortgages 2024 (PDF)
- Saving for Retirement 2024 (PDF)
- Social Security and Medicare 2024 (PDF)
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)