Client Brochures

# Document Title Description Date of update  
1 CB100 Tax Planning to Lower Your Taxes 2004-07-22 Download
2 CB101 Small Business Guide: tips for small business owners 2004-07-22 Download
3 CB102 Keeping Your Tax Records 2004-07-22 Download
4 CB103 Home Ownership: your best tax shelter 2004-07-22 Download
5 CB104 Tax Considerations for Retirees 2004-07-22 Download
6 CB105 Its Tax Time! plan ahead for your appointment 2004-07-22 Download
7 CB106 Household Employees & Your Taxes 2004-07-22 Download
8 CB107 Charitable Giving & Your Taxes 2004-07-22 Download
9 CB108 Keep More of What You Make 2004-07-22 Download
10 CB110 Planning Your IRA Strategy: a guide to selecting the right IRA 2004-07-22 Download
11 CB111 Tax Breaks for Higher Education 2004-07-22 Download
12 CB112 Roth IRA: is it for you? 2004-07-22 Download
13 CB113 Coverdell Education Savings Accounts: planning ahead for your childs education 2004-07-22 Download
14 CB114 Tax-Advantaged College Savings: how to pay for college with SEC 529 plans 2004-07-22 Download
15 CB115 Selling Your Home: avoiding tax problems when you sell your home 2004-07-22 Download
16 CB116 Using Your Home Equity: understanding the limitations on home mortgage interest deductions 2004-07-22 Download
17 CB117 Required Minimum IRA Distributions: age 70 mandatory distribution rules for traditional IRAs 2004-07-22 Download
18 CB118 Making Estimated Tax Payments 2004-07-22 Download
19 CB119 Tips on Filing Your Tax Return 2004-07-22 Download
20 CB120 E-Filing Your Tax Return 2004-07-22 Download

 

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