June 2019 Client Bulletin
Mid-year tax planning
How IRAs affect Medicaid planning
New rules for business travel deductions
Tax calendar
Resources
Tennessee Sales Tax Update for Out-of-State Dealers
New information regarding out-of-state dealers for Tennessee Sales Tax has been issued.
May 2019 Client Bulletin
May 2019
What’s inside
Using the 0% tax rate
Working around the new “kiddie tax”
Final regulations clarify IRC Section 199A
Tax calendar
April 2019 Client Bulletin
April 2019 Client Bulletin: The standard deduction’s double standard and Roth solo 401(k)s for (very) small businesses.
Contribute to IRA by April 15, 2019 for 2018 tax returns
Contribute to IRA by April 15, 2019 for 2018 tax returns
March 2019 Client Bulletin
The new math of municipal bonds
Handling qualified charitable distributions
Deducting qualified business income
February 2019 Client Bulletin
What’s inside
Putting stock market volatility in perspective
Making stock sales less taxing
New tax law enhances the appeal of C corporations
Tax calendar
January 2019
January 2019 Client Bulletin
Double (and triple) IRA season is here
Do you need to send Form 1099s?
Do you need to send Form 1099s?
December 2018 Client Bulletin
December 2018
What’s inside
The new SALT deduction limits will affect home sales
Powers of attorney can be vital documents
How to handle year-end bonuses
Tax calendar
2023 Tax Organizer
2023 Tax Questionnaire
2023 – 1099 Client Letter
2023 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