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New client? Take a look at his IRS tax forms. His 2005 1040 will reveal tantalizing clues into his planning needs—if you know what to look for.
Are you fielding questions about income and 1099s? Are clients wondering how to report their distributions from mutual funds, retirement, and education accounts? This handy overview will help you keep your clients on the right side of the IRS.
How small-business owners compensate themselves has important ramifications for their tax bill, retirement plan, and college financing. Help clients come up with a good pay scale that will achieve their long-term goals without running afoul of IRS regulations.
Help small-business owners plan purchases, depreciation, compensation, health, and retirement with this list of deductions and incentives that could save them money.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025