Client Handouts

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These helpful resources provide insightful tax and small business oriented content to help clients stay abreast of tax law changes or address specific client scenarios in an easy to understand graphical format.

Please access the specific client handout you need for additional information.

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List of Client Handouts

  • Charitable Contributions
  • Children
  • Compensation Plans
  • Divorce
  • Education
  • Elderly
  • Estate and Gift Taxe
  • Other Individual Taxes
  • Real Estate
  • Residences and Vacation Homes
  • Retirement Plans
  • Sole Proprietors
  • Stocks, Bonds, and Mutual Funds
  • Business Dispositions
  • Business Financing
  • Business Formation and Start-Up
  • Business Property Cost Recovery
  • Business Valuation
  • Buy / Sell Agreements
  • C Corporations
  • Dealings with Business Owner
  • Other Individual Taxes
  • Employer Retirement Plans
  • Fringe Benefits
  • LLCs and Partnerships
  • Personnel and Compensation
  • S Corporations
  • Small Business Government Resources
  • Sole Proprietors Planning
  • Travel, Meals, and Entertainment

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