Client Handouts

Personal Taxes

 

Business Taxes

 
  Cancellation of Debt – Insolvency   Business Expenses Worksheet
  Charitable Contributions Record-keeping Requirements   Business Owners – Taking Money Out of a Business
  Divorce and Taxes   Business Use of Home
  Education Tax Benefits   Day Care Providers Income and Expenses
  Families With Children   Employee or Independent Contractor
  High-Income Taxpayers   Form 1099-MISC and Form 1099-NEC Reporting
  Identity Theft and Your Taxes   Mileage and Expense Log
  Itemized Deductions – Homeowners   Real Estate Professionals
  Standard vs. Itemized Deduction   Record-keeping for Tax Purposes
  Sale of a Principal Residence   Rental Income and Expenses
  Tax Scams – Protect Yourself   Rental Income and Expense Worksheet
  Taxpayers Who Receive an IRS Notice   Repairs vs. Improvements
  Virtual Currency (Cryptocurrency)   Starting a Business
  What Should You Do if You Can’t Pay Your Taxes?   Clergy & Religious Workers
  Digital Assets   FinCEN Beneficial Ownership Reporting
  Energy and Vehicle Credits   Foreign Bank and Financial Accounts
  Stock Options – Same Day Sales   Hobby vs. Business
  Taxable Social Security Benefits   Vehicles – Business Use
  Withholding – Filling Out Form W-4   Enter New Item Here
  Rideshare & Food Delivery Drivers   Like-Kind Exchanges

Retirement

 

Estates & Trusts Taxes

  Retirement Income   Death of a Taxpayer
  IRA’s – Required Minimum Distributions (RMDs)   Gift Tax
  Reverse Mortgages   Estate Tax (Form 706)
  Social Security and Medicare   Personal Representatives – Estates
  Saving for Retirement   Estate Planning, Wills, Probate, and Transfer of Assets
  IRA’s – Traditional IRAs    
  IRA’s: Beneficiaries of IRAs and Qualified Plans    
These brochures contains general information for taxpayers and should not be relied upon as the only source of authority. Taxpayers should seek professional tax advice for more information. Copyright © 2022 Tax Materials, Inc. All Rights Reserved