Client FAQ Fact Sheets

One-page tax topic fact sheets covering client's Frequently Asked Questions (FAQs).

Now updated for the Tax Cuts & Jobs Act!

 

ABLE Act

Affordable Care Act (Overview & Implications)

Affordable Care Act (How the ACA Affects You)

Affordable Care Act (The Health Insurance Marketplace)

Alternative Minimum Tax

Business entity choice

Business losses

Business recordkeeping basics

Business Travel

Cancellation of debt

Checklist for hiring your minor child

Cost of goods sold

Crowdfunding (tax implications)

Dependent care options

Do you owe the IRS (what to do when you owe)

Driving for Uber & Lyft

Energy credits for alternative energy equipment

Extensions

Fantasy Sports

Giving your RMDs to charity

Health insurance checklist

Health Reimbursement Arrangements

Home office basics

Household employer checklist

HSA basics

Identity Theft

Independent contractor vs. employee

Inherited IRA Choices

Medical expense deductions

Partnership year-end checklist

Paying your taxes online (IRS Direct Pay)

Planning for the .9% Earned Income Surtax

Planning for the 3.8% Investment Surtax

Qualified Business Income (QBI) Deduction

Record retention

Recordkeeping for business mileage

Recordkeeping for casual gamblers

Rental property tax guide

Required minimum distributions

Roth conversions

Roth IRAs for Children

Same-sex marriages

Saving for college options

Schedule C year-end checklist

Small corporation year-end checklist

Smartphone apps for tax recordkeeping 

Tax benefits of having kids

Tax implications of divorce

Tax consequences of getting married

Tax reform

Tax Scams

Vehicle Donations

Volunteer opportunities for families

Year-end 1040 checklist

1099-MISC Filing Requirements

401(k) Withdrawals