Here are some handouts (PDF format) for various tax & accounting needs – check back for new additions and updates. To open the PDFs in a new window, use ‘Ctrl + Left Click’ or ‘Shift + Left Click’.
Some handouts default to landscape mode to accommodate columns but most are portrait layout and easy to read.
Feel free to share! If you have any thoughts/questions on the handouts, please contact me via the comment form at the bottom of the page.
Most Popular:
Business Entity Comparison Chart
Expense Reimbursements For Employees
Health Care Reform Premium Assistance Credit
Itemized Deductions Homeowners
Organizers:
Affordable Care Act (Obama Care):
Health Care Reform Cost Sharing Subsidy For Individuals With High Deductible Plans
Health Care Reform Employer Insurance Requirement
Health Care Reform Individual Insurance Requirement
Health Care Reform Premium Assistance Credit
Health Care Reform State Health Insurance Exchanges
Business Entities:
Business Entity Comparison Chart
Business Financing Don’t Intermingle Funds
Business Owners Taking Money Out Of a Business
Corporation Meeting Requirements
Employee or Independent Contractor
Expense Reimbursements For Employees
Limited Liability Companies (LLCs)
Recordkeeping For Tax Purposes
Small Business Health Care Tax Credit
Charities/Donations:
Charitable Cash Donation Tracker
Charitable Contributions Guide
Education:
College Financial Aid Planning
Itemized Deductions Education Expenses
Farming:
Itemized Deductions
Standard vs Itemized Deduction
Itemized Deductions: Casualty and Theft Losses
Itemized Deductions: Education Expenses
Itemized Deductions: Homeowners
Itemized Deductions: Interest Paid
Itemized Deductions: Job Expenses
Itemized Deductions: Medical Expenses
Itemized Deductions: Miscellaneous Itemized Deductions
Itemized Deductions: Taxes Paid
Retirement & Retirement Plans:
Early Retirement Distributions
Individual Retirement Accounts: Kinds of IRAs and Prohibited Transactions
Individual Retirement Accounts: ROTH IRAs
Individual Retirement Accounts: Traditional IRAs
Taxable Social Security Benefits
Specialized Areas / Concerns:
Cancellation of Debt / Insolvency
Day Care Providers: Income and Expenses
Employee or Independent Contractor
Estate Planning, Wills, Probate, and Transfer of Assets
Foreign Bank and Financial Accounts
Inventory and Cost-of-Goods Sold
Withholding: Filling Out Form W-4
Tax Items (General):
Cancellation of Debt / Insolvency
Early Retirement Distributions
Employee or Independent Contractor
Estate Planning, Wills, Probate and Transfer of Assets
Recordkeeping For Tax Purposes
Rental Income and Expense Worksheet
Taxable Social Security Benefits
Tax Problems / Issues:
Taxpayers who Receive An IRS Notice
What Should You Do If You Cannot Pay Your Taxes
If you’d like information on a specific topic, feel free to contact me.
Cheers!
Thomas C. Hodge, CPA
Founder
Hodge Group LLC
3943 N. Austin Avenue
Chicago, IL 60634
773.237.6369
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