Special Topics


  1. Highlights of Tax Law Changes (Tax Year 2023 - Individual & Business) PDF

  2. Identity Protection PIN  Identity Protection PIN

  3. Characteristics of Different Retirement Plans / Account Types:  Rules Summary  Employer Sponsored  SECURE ACT (2020)  SECURE 2.0 ACT (2022)

  4. Information Needed for Filing Corporate Income Tax Returns  (PDF Download)

  5. Information Needed for Filing Individual Income Tax Returns  (PDF Download)

  6. Information Needed for Business Registration —  (PDF Download)

  7. Corporation Types: S-Corp and C-Corp  (PDF Download)

  8. Payroll Tax in America (2024)  (PDF Download)