SIMPLE IRA Contribution Reminder
SIMPLE IRA Contribution Reminder
Resources
Do you need to send Form 1099s?
Do you need to send Form 1099s?
Congress Passes Tax Extenders for 2015
Congress has passed Tax Extenders for 2015.
2015 Year-End Tax Planning for Businesses
2015 Year-End Tax Planning for Businesses
2015 Year-End Tax Planning for Individuals
2015 Year-End Tax Planning for Individuals
Client Bulletin December 2015
December 2015
Client Bulletin
What’s Inside
Investing for the Long Term
QTIP Trusts Still Offer Advantages
Put Cadillac Health Plans on Your Road Map
Tax Calendar
New Small Business Tangible Expensing Threshold $2500
For Small Businesses: IRS Raises Tangible Property Expensing Threshold to $2,500; Simplifies Filing and Recordkeeping
Understanding new 1095-B, Health Coverage
By January 31, 2016, health coverage providers should furnish a copy of Form 1095-B, to you if you are identified as the “responsible individual” on the health coverage.
November 2015
Special Issue
2015 Tax Planning Roundup
What’s Inside
Will the Third Shoe Drop?
Year-End Investment Tax Planning
Year-End Family Tax Planning
Year-End Retirement Tax Planning
Year-End Charitable Tax Planning
Year-End Business Tax Planning
Year-End Estate Tax Planning
Tax Calendar
Attention College Students: Change to FAFSA Rules
New Change to FAFSA Rules beginning with 2017-2018 school year to make process easier.
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