Client Handouts

2019 Handouts

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These handouts are for your reference and general background knowledge. The handouts are in alphabetical order for your ease of finding them. If you have further questions pertaining to your particular situation, please do not hesitate to ask!

Alternative Minimum Tax


Backdoor Roth IRAs

Business Entity Comparison Chart

Business Entity Pros and Cons

Business Financing

Business Management Tips

Business Owners Taking Money Out of a Business

Business Use of Home

Buy-Sell Agreements

Cancellation of Debt with Insolvency

Capital Gains and Losses

Charitable Contributions Guide

Charitable Contributions Recordkeeping Requirements

Charitable Noncash Contributions Guide

Clergy Religious Guide

College Financial Aid Planning

Consumer Credit

Corporation Meeting Requirements


Day Care Providers Income and Expenses

Death of a Taxpayer 2019

Dependent Support Worksheet

Divorce and Taxes

Early Retirement Distributions

Education Tax Benefits

Employee vs. Independent Contractor

Employees and Expense Reimbursement

Estate Planning

Extending Your Individual Tax Return in 2019

Families with Children

Farm Inventory and Accounting Methods

Farm Vehicles and Fuel 

Filing Status

Financial Planning Guide

Foreign Bank and Financial Accounts

Fringe Benefits

Gift Tax

Health Savings Accounts (HSAs)

Health Care Reform: Cost Sharing Reduction and the Premium Tax Credit

Health Care Reform: Health Insurance Marketplace

Health Care Reform: State Health Insurance Exchanges

Health Care Reform: Employer Insurance Requirement

High-Income Taxpayers

Hobby vs. Business

Household Employees

Identity Theft and Taxes

Inventory and Cost of Goods Sold

Inherited IRAs

IRAs and Qualified Charitable Contributions

Itemized Deductions for Casualties

Itemized Deductions for Homeowners

Itemized Deductions for Interest

Itemized Deductions for Medical

Itemized Deductions for Taxes Paid


Marketing Your Business

Mileage and Expense Log

Moving Expenses

Moving Out Worksheet

Multi-State Taxation

Newlyweds Tax Tips

On-Demand Drivers


Pension Income Planning

Real Estate Professionals

Recordkeeping for Tax Purposes

Rental Income and Losses

Repairs vs. Improvements

Retirement Income

Reverse Mortgages

Roth IRAs

S Corporations

Sale of a Principal Residence

Saving for College

Saving for Retirement

Self-Employment Tax

Short-Term Rentals

Small Business Health Care Tax Credit

Social Security and Medicare

Standard vs. Itemized Deductions

Starting a Business

Stock Options and Same-Day Sales

Tax Facts and Figures: 2019

Tax Cuts and Jobs Act: Corporations

Tax Cuts  and Jobs Act: Depreciation

Tax Cuts and Jobs Act: Employers

Tax Cuts and Jobs Act: Excess Business Loss and Net Operating Loss

Tax Cuts and Jobs Act: Individuals

Tax Cuts and Jobs Act: Qualified Business Income Deduction

Tax Cuts and Jobs Act: Retirement and Other Savings Accounts

Tipped Employees

Traditional IRAs

Types of IRAs and Prohibited Transactions

Vehicles for Business-Use