Done By The Book Taxes. . . you know it’s done right!
Handouts
In this section I’m providing links and downloadable information on the latest tax info.
The information at the top of the section is the most recent posting for the current tax year
The information at the top of the section is the most recent posting for the current tax year
March 2018
Tax Cuts and Jobs Act
These are specific to the tax law passed and signed in December 2017 that went into effect on 01-01-18.
These are specific to the tax law passed and signed in December 2017 that went into effect on 01-01-18.
- 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 NOL’s
- Tax Cuts and Jobs Act – Individuals
- Tax Cuts and Jobs Act – New Business Income Deduction
- Tax Cuts and Jobs Act – Retirement and Other Savings Accounts
February 2018
– Bipartisan Budget Act of 2018
January 2018
December 2017
– Tax Cuts and Job Act by The Tax Book.
Handouts 2018
Below are downloadable client handouts on a wide range of subjects for tax year 2018.
- Business Entity Comparison Chart
- Business Entity Pros and Cons
- Business Expenses Worksheet
- Business Financing
- Business Management Tips
- Business Owners
- Business Use of Home
- Buy-Sell Agreements
- Cancellation of Debt – Insolvency
- Capital Gains & Losses
- Charitable Cash Donation Tracker
- Charitable Contributions Guide
- Charitable Noncash FMV Guide
- Clergy-Religious Workers
- College Financial Aid Planning
- Consumer Credit
- Corporation Meeting Requirements
- Crowdfunding
- Daycare Providers Income and Expenses
- Death of a Taxpayer
- Dependent Support Worksheet
- Divorce & Taxes
- Early Retirement Distributions – SEPP
- Education Tax Benefits
- Employer or Independent Contractor
- Estate Planning, Wills, Probate and TOD
- Estate Tax (Form 706)
- Estimated Taxes
- Expense Reimbursements for Employees
- Identity Theft and Your Taxes
- Inventory Cost of Goods Sold
- IRA’s – Inherited
- IRA’s – Kinds and Prohibitions
- IRA’s – Roth’s
- IRA’s – Traditional
- Itemized Deductions – Homeowners
- Itemized Deductions – Medical Expenses
- Itemized Deductions – Taxes Paid
- Real Estate Professionals
- Recordkeeping for Tax Purposes
- Rental Income & Expense Worksheet
- Rental Income and Expenses
- Repairs vs. Improvements
- Retirement Income
- Reverse Mortgages
Released in 2017
Below are downloadable client handouts on a wide range of subjects for tax year 2017.
- Business Entity Comparison Chart
- Business Entity Pros and Cons
- Business Expense Worksheet
- Business Finance – Segregate Your Accounts
- Business Management Tips
- Business Owners – Taking Money Out of the Business
- Business Use of the Home
- Buy-Sell Agreements
- Cancellation of Debt – Insolvency
- Capital Gains and Losses
- Casualty & Theft Losses
- Charitable Cash Donation Tracker
- Charitable Contributions Guide
- Charitable Noncash FMV Guide
- Clergy-Religious Workers
- College Financial Aid Planning
- Consumer Credit
- Corporation Meeting Requirements
- Crowdfunding
- Early Retirement Distributions – SEPP
- Education Expenses
- Education Tax Benefits
- Employee vs. Independent Contractor
- Estate Planning, Wills, Probate and Transfer of Assets
- Estate Tax (Form 706)
- Estimated Taxes
- Expense Reimbursements for Employees
- Families with Children
- Farm Expenses Worksheet
- Farm Income Worksheet
- Farm Inventory and Accounting Methods
- Farm Vehicles and Fuels
- Filing Status
- Financial Planning
- Foreign Bank and Financial Accounts
- Form 1099-MISC
- Fringe Benefits
- Health Care Reform – Cost Sharing Subsidy for HDP’s
- Health Care Reform – Employer Insurance Requirement
- Health Care Reform – Premium Assistance Credit
- Health Care Reform – State Health Insurance Exchanges
- Health Savings Accounts (HSA’s)
- Healthcare Reform – Individual Insurance Requirement
- High Income Taxpayers
- Hobby vs. Business
- Homeowners
- Household Employees
- Identity Theft and Your Taxes
- Inventory Cost of Goods Sold
- IRA’s – Inherited
- IRA’s – Roth
- IRA’s – Traditional
- IRA’s – Types and Prohibited Transactions
- IRS Notices
- Medical Expenses
- Mileage and Expense Log
- Miscellaneous Itemized Deductions
- Moving Expenses
- Moving Out Worksheet
- Multi-State Taxation
- Real Estate Professionals
- Recordkeeping for Tax Purposes
- Referrals Appreciated
- Rental Income and Expense Worksheet
- Rental Income and Expenses
- Repairs vs. Improvements
- Retirement Income
- Reverse Mortgages
- S-Corporations
- Sale of Principal Residence
- Same-Sex Married Couples
- 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 Deduction
- Starting a Business
- State and Local Taxes
- Stock Options – Same Day Sales
CPA quality – without CPA prices!
By The Book Taxes
T. 203 434-5626 | F. 203-855-9479
1 Morgan Avenue, Norwalk, CT 06851
mikeo24@bythebooktaxes.net
By The Book Taxes
T. 203 434-5626 | F. 203-855-9479
1 Morgan Avenue, Norwalk, CT 06851
mikeo24@bythebooktaxes.net
2019 © By The Book Taxes | All Rights Reserved | Designed by TheEvaSite
2019 © By The Book Taxes | All Rights Reserved | Designed by TheEvaSite