This handout provides guidance on the taxation of exercising stock options. Tax reporting of these transactions is covered in details.
Read MoreThis handout provides charts of inflation-adjusted tax provisions, tax rate schedules, and net capital gain tax rates.
Read MoreThis handout contains information on types of tax scams including IRS impersonation scams. Included is guidance on how a taxpayer can protect himself or herself and specific actions to take.
Read MoreThis handout explains the calculation of income to determine what amount, if any, of Social Security benefits are taxable. It also provides strategies to prevent Social Security benefits from becoming taxable.
Read MoreThis handout explains how taxpayers should handle affairs once they have received a notice from the IRS. It also discusses how to avoid future notices and explains what rights the taxpayer has.
Read MoreThis handout provides information on how to report tip income. Recordkeeping requirements are also explained.
Read MoreThis handout explains the options a taxpayer has when he or she cannot pay the taxes due by the due date. Information on requesting an installment agreement is provided.
This handout gives a listing of pros and cons for the various types of business structures. It also provides examples of the types of businesses that are good fits for each entity type.
Read MoreThis handout provides an explanation of what Form W-4 is and how it is used by employers. Guidance on filling out the form is provided.
Read MoreThis handout gives individuals a quick checklist of how to protect themselves upon notification of identity theft. It also provides information on credit counseling and debt management plans.
Read MoreThis handout provides a high-level Overview of the financial planning process. Taxpayers can gain valuable information on personal financial planning and income tax planning.
Read MoreThis handout explores business procedures, plans, budgets, and other resources all designed to help businesses survive.
Read MoreThere are hundreds of thousands of books, websites, computer programs, and millions of people trying to advise you. The cumulative effect is typically overload and shutdown, and going on with whatever you’ve been doing – which may be dysfunctional.
Read MoreThere are hundreds of thousands of books, websites, computer programs, and millions of people trying to advise you. The cumulative effect is typically overload and shutdown, and going on with whatever you’ve been doing – which may be dysfunctional.
Read MoreTaxes are complicated, and they change every year, sometimes multiple times. Many people tear their hair out preparing their own, and then dread the notices that often follow. You may do one or two returns a year; how many hours must you read publications to catch changes?
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