Full List Of Guides

Summary Resource Guide

Tax Planning:

-      What Issues Should I Consider With The Income From My Taxable Non-Qualified Account(s)?

-      Can I Do A Section 1031 Exchange With My Rental Property?

-      What Issues Should I Consider Before And After The TCJA Sunset Provision Occurs?

-      TCJA Sunset Provision Comparison Guide

-      What Documents Do I Need To Collect For Filing My 2023 Tax Return?

-      AGI/MAGI Summary Guide

-      Is My Rental Property Tax Deductible?

-      What Issues Should I Consider When Planning For The Sale, Disposition, Or Succession Of My Business?

-      What Issues Should I Consider As A Business Owner Or 1099 Worker?

-      What Will Have The Least Tax Impact: Harvesting Capital Gains Or Roth Conversions?

-      Do I Need To Start Making Estimated Federal Income Tax Payments?

-      Pay Stub Review

-      Should I Contribute To My Roth 401(k)?

-      Should I Consider Doing A Roth Conversion?

-      Will I Have To Pay Tax On My Qualified ESPP?

-      Should I Contribute To My Roth IRA Vs. My Traditional IRA?

-      Will My Roth IRA Conversion Be Penalty-Free?

-      Will I Have To Pay Tax On The Sale Of My Investment?

-      Will I Receive A Step-Up In Basis For The Appreciated Property I Inherited?

-      Will The Deductibility Of My Retirement Plan Contributions Be Impacted By The QBI Rules?

-      Will I Receive A Step-Up In Basis For This Gifted Property?

-      Is The Distribution From My 529 Plan Subject To Federal Income Tax?

-      Can I Do A Qualified Charitable Distribution From My IRA?

-      Can I Make A Deductible IRA Contribution?

-      Am I Eligible For A Qualified Business Income (QBI) Deduction?

General:

-      Can I Make A 529-To-Roth IRA Transfer?

-      What Issues Should I Consider When Establishing And Maintaining My Emergency Fund?

-      Where Should My Next Dollar Go?

-      Internal Client Service Calendar

-      What Important Issues Should I Consider Regarding Changes Made By The SECURE Act 2.0?

-      Should I Pay Off My Debt(s)?

-      What Issues Should I Consider When Dealing With High Inflation?

-      Should I Lease Or Buy My Next Automobile?

-      What Issues Should I Consider When Funding An Unexpected Expense?

-      What Issues Should I Consider At The Start Of The Year?

-      What Issues Should I Consider When Reviewing Cash Flow?

-      What Issues Should I Consider For My Child With Special Needs?

-      What Issues Should I Consider When Starting Out Financially?

-      Master List Of Goals

-      Important Milestones

-      Important Dates

-      Should I Take My Pension As A Lump Sum?

-      What Issues Should I Consider When Paying Off My Student Loans?

-      Am I Eligible For An IDR Plan For My Federal Student Loans?

-      Am I At Risk Of Having My Identity Stolen Or Being A Victim Of Fraud?

-      What Accounts Should I Consider If I Want To Save More?

-      What Issues Should I Consider During A Recession Or Market Correction?

-      Issues To Consider As A New Client

-      What Issues Should I Consider To Fund My Child’s College Education?

-      What Issues Should I Consider Before The End Of The Year?

-      What Documents Do I Need To Keep On File?

-      Issues To Consider In Client Annual Review Meeting

-      Important Numbers

-      As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?

-      As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?