Tools, Forms, and Whitepapers
- 2016-2017 Pocket Tax Guide
- Guide to starting a new business in Ohio
- Common Business Deductions
- 1099 Information
- Form W-9
- Deductibility Checklist
- Personal balance sheet
- Personal information/document location sheet
- Personal use of company vehicle info
- Personal use of company vehicle form
- Record retention guide
- Tangible property regulations flow chart
- Tax strategies guide
Employee benefit plan audit resources
- Top retirement plan issues whitepaper
- How to prepare for an EBP audit whitepaper
- A good EBP audit scribe video
Financial and estate planning documents
- As you near retirement
- New Estate planning rules
- Estate planning and basis
- Basics of retirement planning
- Women and retirement
- Saving for retirement
- Estate Planning World
- Women and money
- Teaching your children about money
- Personal balance sheet
- Key estate planning documents
- Estate planning checklist
- Ways to stay sane in a crazy market
- Holding equities for the long term vs. timing
Elder planning
- Long-term care
- Use you annuity to pay for long-term care insurance
- Life insurance riders that pay for long-term care
- Medicare open enrollment
- Social Security and Medicare figures for 2015
- my Social Security online
- Boomer generation webinars
Fraud
- Red flags of fraud
- Protecting yourself from fraud
- Recovering from fraud
- Tips to protect yourself from identity theft
- Identity fraud overview
- Protecting small business from cyber threats
- About identity theft
- Protecting yourself from identity theft
- Identity theft infographic
