Tax Handouts
These handouts are being provided as general information only. In most cases, the handout does not cover everything there is to know about the topic. Your personal tax situation may impact the applicability of any of this information to you. Therefore this information cannot be relied on as “tax advice”. Only written advice directly from me to my clients constitutes “Professional Advice”.
Business Entity
- Limited_Liability_Companies_LLCs_2019
- Partnerships_2019
- S_Corporations_2019
- Business_Entity_Comparison_Chart_2019
- Business_Entity_Pros_and_Cons_2019
- Business_Financing_-_Dont_Intermingle_Funds_2019
- Business_Owners_-_Taking_Money_Out_of_a_Business_2019
- Corporation_Meeting_Requirements_2019
Business Income & Expense
- Form_1099-MISC_Miscellaneous
- Income_Reporting_2019
- Hobby_vs._Business_2019
- On-Demand_Drivers_2019
- Qualified_Business_Income_Deduction_2019
- Vehicles_-_Business_Use_2019
- Business_Use_of_Home_2019
- Clergy_-_Religious_Workers_2019
- Crowdfunding_2019
- Day_Care_Providers
- Income_and_Expenses_2019
Death & Taxes
- Important Document Location and information for Survivors
- Death_of_a_Taxpayer_2019
- Estate_Planning_Wills_Probate_and_Transfer_of_Assets_2019
Education
Employers
- Expense_Reimbursements_for_Employees_2019
- Fringe_Benefits_2019
- Small_Business_Health_Care_Tax_Credit_2019
- Employee_or_Independent_Contractor_2019
Family & Filing Issues
Identity Theft
Income
- Foreign_Bank_and_Financial_Accounts_2019
- Gambling 2019
- Stock_Options_-_Same_Day_Sales_2019
- Tipped_Employees_2019
- Virtual_Currency_Cryptocurrency_2019
- Cancellation_of_Debt_-_Insolvency_2019
- Capital_Gains_and_Losses_2019
Itemized Deductions
- Health_Savings_Accounts_HSAs_2019
- Itemized_Deductions_-_Casualty_and_Theft_Losses_2019
- Itemized_Deductions_-_Homeowners_2019
- Itemized_Deductions_-_Interest_Paid_2019
- Itemized_Deductions_-_Medical_Expenses_2019
- Itemized_Deductions_-_Taxes_Paid_2019
- Standard_vs._Itemized_Deduction_2019
- Charitable_Contributions_Guide_2019
- Charitable_Contributions_Recordkeeping_Requirements_2019
- Charitable_Noncash_FMV_Guide_2019
Misc Topics
Real Estate & Rentals
- Rental_Real_Estate_QBI_Safe_Harbor_2019
- Repairs_vs._Improvements_2019
- Sale_of_a_Principal_Residence_2019
- Short-Term_Rentals_2019
- Deducting Landlord Car Expenses _2019
- Real_Estate_Professionals_2019
- Rental_Income_and_Expenses_2019
Senior & Retirement Planning Issues
- Individual_Retirement_Accounts_-_Qualified_Charitable_Distribution_QCD_2019
- Individual_Retirement_Accounts_-_Roth_IRAs_2019
- Individual_Retirement_Accounts_Beneficiaries_of_IRAs_and_Qualified_Plans_2019
- Reverse_Mortgages_2019
- Saving_for_Retirement_2019
- Social_Security_and_Medicare_2019
- Individual_Retirement_Accounts_-_Backdoor_Roth_IRA_2019
- Individual_Retirement_Accounts_-_Kinds_of_IRAs_and_Prohibited_Transactions_2019