Resource Library

Alternative minimum tax
IRS Audits
Cancellation of debt–insolvency
Capital gains and losses
Charitable cash donation tracker
Charitable contributions guide
Charitable non cash fair market value guide
Clergy--religious workers
Consumer credit
Crowdfunding
Dependent support worksheet
Divorce and taxes
Education tax benefits
Estimated taxes
Families with children
Filing status
Foreign bank and financial accounts
Health savings accounts (HSAs)
High income taxpayers
Hobby v. business
Household employees
Identity theft and your taxes
Itemized deductions: casualty and theft losses
Itemized deductions: homeowners
Itemized deductions: interest paid
Itemized deductions: medical expenses
Itemized deductions: taxes paid
Kiddie tax
Moving expenses
Multi-state taxation
New tax law
Sale of principal residence
Standard v. itemized deduction
Stock options-- same day sales
Tax Cut & Jobs Act: individuals
Tax facts and figures
Tax scams-- protect yourself
Taxable Social Security benefits
Taxpayers who receive an IRS notice
Tipped employees
What should you do if you can't pay your taxes?
Withholding: filling out form w-4
Business entity comparison chart
Business entity pros and cons
Business expenses worksheet
Business financing-- don't intermingle funds
Business management tips
Business owners-- taking money out of a business
Business use of home
Buy-sell agreements
Corporation meeting requirements
Daycare providers income and expenses
Employee or independent contractor
Expense reimbursements for employees
Form 1099-MISC, miscellaeneous income reporting
Fringe benefits
Health care reform: subsidy for high deductible plans
Health care reform: employer insurance requirement
Health care reform: individual insurance requirement
Health care reform: premium assistance credit
Health care reform: state health insurance exchanges
Inventory cost of goods sold
Limited liability companies (LLCs)
Marketing your business
Mileage and expense log
On-demand drivers
Partnerships
Real estate professionals
Recordkeeping for tax purposes
Rental income and expense worksheet
Rental income and expenses
Repairs v. improvements
S corporations
Self-employment tax
Short-term rentals
Small business health care tax credit
Starting a business
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 (NOL)
Tax Cuts and Jobs Act: new business income deduction
Vehicles: business use
College financial aid planning
Early retirement distributions: 72(t) SEPP
Estate planning: wills, probate, and transfer of assets
Financial planning guide
Moving out worksheet
Newlyweds tax tips
Pension income planning
Saving for college
Inherited IRAs
Types of IRAs and prohibited transactions
Roth IRAs
Traditional IRAs
Retirement income
Reverse mortgages
Saving for retirement
Social Security and Medicare
Tax Cuts and Jobs Act: retirement and other savings accounts
Death of a taxpayer
Estate tax (form 706)
Gift tax
C corporation tax organizer
Health care organizer
Individual taxpayer organizer
Rental property organizer
Tax organizer: sole proprietorship
Tax organizer: LLC
Tax Organizer: partnership
Tax organizer: S corporation
IRAs: Required Minimum Distributions (RMDs)
IRAs: Qualified Charitable Distribution (QCD)
IRAs: Back Door Roth IRA

Vanguard ETF trading best practices
Vanguard Planning for healthcare costs in retirement