Client Handouts (PDF)

Business Tax

• Business Dispositions
• Business Financing
• Business Formation and Start-Up
• Business Property Cost Recovery
• Business Valuations
• Buy / Sell Agreements
• C Corporations
• Dealings with Business Owner
• Employer Retirement Plans
• Fringe Benefits
• LLCs and Partnerships
• Personnel and Compensation
• S Corporations
• Small Business Government Resources
• Sole Proprietorship Planning
• Travels, Meals, and Entertainment

Individual Tax

• Charitable Contributions
• Children
• Compensation Plans
• Divorce
• Education
• Elderly
• Estate and Gift Taxes
• Other Individual Taxes
• Real Estate
• Residences and Vacation Homes
• Retirement Plans
• Sole Proprietors
• Stocks, Bonds and Mutual Funds

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