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

Business Income & Expense

Death & Taxes



Family & Filing Issues

Identity Theft


Itemized Deductions

Misc Topics

Real Estate & Rentals

Senior & Retirement Planning Issues

Tax Issues