IRS Life Event Tax/Financial Consideration
Retirement Planning Choosing an IRA based retirement plan
When to take Social Security disbursements
Learning about available tax sheltered plans
Alternative Minimum Tax issues
Mutual Fund Distributions
Knowing rules governing pensions and annuities
Job Loss Tax impact of unemployment
Medical Savings Accounts
Sale of Assets/Investments
Starting A New Career Tax Withholding and Estimated Tax
Employee's Withholding Allowance
Business Use of Your Home
Travel, Entertainment, Gift and Car Expenses
Self Employment Tax issues
Decedents Rules governing Executors and Administrators
Fiduciary Relationships
Claiming Refund Due to Deceased Taxpayer
Divorce/Separation Community Property
Tax Rules for Divorced/Separated Parents
Alimony
Child Custody
Marriage Innocent Spouse Relief
Same Sex Couples
Community Property
My own listing of "life events" would also include:
Selling/Buying a Home Moving Expenses
First Time Homeowners
Selling/Transferring a Business
Relocating Internationally
Sale/Transfer of Income Property
Working to Preserve Your Wealth and Protect Your Future in a Constantly Changing World.
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Barbara Ann Dalvano, Esq.
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