September 2015
Past Losses Offer Winning Opportunities
Supreme Court Decision May Affect State Taxes
Ongoing Responsibility for Retirement Plans
Tax Calendar
Resources
Consumer Use Tax
Learn more about the Consumer Use Tax in Tennessee
Tennessee Sales Tax Holiday
Tennessee Sales Tax Holiday: No sales tax on certain items purchased over the weekend.
IRS Warns Taxpayers of Scam Artists
IRS Warns Taxpayers to Guard Against New Tricks by Scam Artists; Losses Top $20 Million
August 2015
What’s Inside
Facing College Costs
What You Should Know About Student Loans
Restructuring Education Debt
Why You Need a Will
SIMPLE 401(k) Plans May Appeal to Employees
Tax Calendar
Health Care Online Tools
Online Tool Helps Individuals and Employers Estimate Health Care Law Credits and Payments
Small Businesses Threatened With $36,500 IRS Fines For Helping Employees With Health Costs
Reimbursements to employees for health insurance premiums will be penalized starting July 1st.
March 2015 Bulletin
What’s Inside
Above-The-Line Tax Deductions
Dealing With Sequence Risk
Turn Relatives Into Employees to Reduce Taxes
Tax Calendar
February 2015 Bulletin
What’s Inside
Renting Versus Buying a Home
Income Annuities in Employer Retirement Plans
When Workers Are Independent Contractors
Tax Calendar
2014 Tax Organizer
Do you need to start organizing your 2014 tax information?
2025 Blank Tax Organizer
2025 Tax Year Questionnaire
2025 – 1099 Client Letter
2025 Tax Return Policies
Payment Authorization Forms
Helpful Tools
Federal
- Federal tax forms and information
- Social Security Administration
- Social Security Benefit Calculator
- Electronic Federal Tax Payment System
State of Tennessee
- Tennessee state tax forms and information
- Tennessee Secretary of State
- Tennessee Real Estate Assessment Data