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    • Home
    • Services
    • About Us
    • Resources - 2024
    • Resources - 2025
    • Payments
    • Contact Us
    • Articles
  • Home
  • Services
  • About Us
  • Resources - 2024
  • Resources - 2025
  • Payments
  • Contact Us
  • Articles

2024 Tax Year Resources

 The ever-changing tax laws are complex and often confusing. We provide the following guides for you to use and share to assist with your financial questions and concerns. These guides are not a substitute for professional financial advice. Please contact us if we can be of further assistance to you, your family, friends or associates in any of these areas. If there is something not currently listed that may be of interest to you, please let us know and we will create one. 

Individual

Capital Gains and Losses - 2024 (pdf)Download
Charitable Contributions Non-Cash FMV Guide - 2024 (pdf)Download
Dependent Support Worksheet - 2024 (pdf)Download
Divorce and Taxes - 2024 (pdf)Download
Education Tax Benefits - 2024 (pdf)Download
Health Savings Accounts HSA's - 2024 (pdf)Download
Hobby vs Business - 2024 (pdf)Download
Identity Theft and Your Taxes - 2024 (pdf)Download
Itemized Deductions Medical Expenses - 2024 (pdf)Download
Recordkeeping for Tax Purposes - 2024 (pdf)Download
Sale of a Principal Residence - 2024 (pdf)Download
Tax Facts and Figures - 2024 (pdf)Download
Taxpayers Who Receive an IRS Notice - 2024 (pdf)Download
Vehicles Business Use - 2024 (pdf)Download
Withholding Filling Out Form W-4 - 2024 (pdf)Download

Business

Business Entity Comparison Chart - 2024 (pdf)Download
Business Entity Pros and Cons - 2024 (pdf)Download
Business Management Tips - 2024 (pdf)Download
Business Owners Taking Money Out of a Business - 2024 (pdf)Download
Business Use of Home - 2024 (pdf)Download
Employee or Independent Contractor - 2024 (pdf)Download
Form 1099-MISC and Form 1099-NEC Reporting - 2024 (pdf)Download
Like-Kind Exchanges - 2024 (pdf)Download
Limited Liability Companies (LLC) - 2024 (pdf)Download
Mileage and Expense Log - 2024 (pdf)Download
Partnerships - 2024 (pdf)Download
Qualified Business Income Deduction - 2024 (pdf)Download
Rental Income and Expenses - 2024 (pdf)Download
S-Corporations - 2024 (pdf)Download
Starting a Business - 2024 (pdf)Download

Personal Finanical Planning

More comprehensive financial planning services are available with our sister company, Sound Financial Solutions. 

Check us out at www.MySoundPlan.com for more detailed information and more free resources!

Death of a Taxpayer - 2024 (pdf)Download
Early Retirement Distributions SEP - 2024 (pdf)Download
Estate Planning - Wills, Probate and Transfer of Assets - 2024 (pdf)Download
Fringe Benefits - 2024 (pdf)Download
Individual Retirement Accounts (IRA's) - Beneficiaries of IRA's and Qualified Plans - 2024 (pdf)Download
Individual Retirement Accounts (IRA's) - Required Minimum Distributions (RMD's) - 2024 (pdf)Download
Individual Retirement Accounts (IRA's) - Roth IRA's - 2024 (pdf)Download
Individual Retirement Accounts (IRA's) -Qualified Charitable Distribution (QCD) - 2024 (pdf)Download
Newlyweds Tax Tips - 2024 (pdf)Download
Pension Income Planning - 2024 (pdf)Download
Retirement Income - 2024 (pdf)Download
Reverse Mortgages - 2024 (pdf)Download
Saving for College - 2024 (pdf)Download
Saving for Retirement - 2024 (pdf)Download
Social Security and Medicare - 2024 (pdf)Download

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