Tax Info
As a client and subscriber to our website, we are happy to provide general information free of charge on the over 100 topics below.
These links will take you to handy multi-page brochures and worksheets that you can read online, print to paper, or download as a PDF. Please remember that the information offered is general in nature and is, in no way, a substitute for a thorough discussion and analysis based on your particular tax situation.
Call us at (650) 212-1040 or email Norman@GoldenTax.com if you need tax advice and want to discuss any tax topic applicable to your needs and set of circumstances. We are here to serve you!
Alternative Minimum Tax – 2024 (PDF)
Audits – 2024 (PDF)
Business Entity Comparison Chart – 2024 (PDF)
Business Entity Pros and Cons – 2024 (PDF)
Business Expenses Worksheet – 2024 (PDF)
Business Management Tips – 2024 (PDF)
Business Owners – Taking Money Out of a Business – 2024 (PDF)
Business Use of Home – 2024 (PDF)
Buy-Sell Agreements – 2024 (PDF)
Cancellation of Debt – Insolvency – 2024 (PDF)
Capital Gains and Losses – 2024 (PDF)
C Corporation Tax Organizer – 2024 (PDF)
Charitable Contributions Guide – 2024 (PDF)
Charitable Contributions Recordkeeping Requirements – 2024 (PDF)
Charitable Noncash FMV Guide – 2024 (PDF)
Consumer Credit – 2024 (PDF)
Corporation Meeting Requirements – 2024 (PDF)
Cost-Sharing Reduction and the Premium Tax Credit – 2024 (PDF)
Crowdfunding – 2024 (PDF)
Day Care Providers Income and Expenses – 2024 (PDF)
Death of a Taxpayer – 2024 (PDF)
Dependent Support Worksheet – 2024 (PDF)
Digital Assets – 2024 (PDF)
Divorce and Taxes – 2024 (PDF)
Early Retirement Distributions – SEPP – 2024 (PDF)
Education Tax Benefits – 2024 (PDF)
Employee or Independent Contractor – 2024 (PDF)
Employer Insurance Requirement – 2024 (PDF)
Employing Family Members – 2024 (PDF)
Energy and Vehicle Credits – 2024 (PDF)
Estate Planning, Wills, Probate, and Transfer of Assets – 2024 (PDF)
Estate Tax (Form 706) – 2024 (PDF)
Estimated Taxes – 2024 (PDF)
Excess Business Loss and Net Operating Loss (NOL) – 2024 (PDF)
Expense Reimbursements for Employees – 2024 (PDF)
Extending Your Individual Income Tax Return – 2024 (PDF)
Families With Children – 2024 (PDF)
Farm Expenses Worksheet – 2024 (PDF)
Farm Inventory and Accounting Methods – 2024 (PDF)
Farm Vehicles and Fuels – 2024 (PDF)
Filing Status – 2024 (PDF)
Fincen Beneficial Ownership Reporting – 2024 (PDF)
Foreign Bank and Financial Accounts – 2024 (PDF)
Form 1099-K – 2024 (PDF)
Form 1099-MISC and Form 1099-NEC Reporting – 2024 (PDF)
Fringe Benefits – 2024 (PDF)
Gambling Log – 2024 (PDF)
General Engagement Letter – 2024 (PDF)
Gift Tax – 2024 (PDF)
Health Savings Accounts (HSAs) – 2024 (PDF)
High-Income Taxpayers – 2024 (PDF)
Hobby vs. Business – 2024 (PDF)
Household Employees – 2024 (PDF)
Identity Theft and Your Taxes – 2024 (PDF)
Individual Retirement Accounts – Kinds of IRAs and Prohibited Transactions – 2024 (PDF)
Individual Retirement Accounts – Qualified Charitable Distribution (QCD) – 2024 (PDF)
Individual Retirement Accounts – Required Minimum Distributions (RMDs) – 2024 (PDF)
Individual Retirement Accounts – Roth IRAs – 2024 (PDF)
Individual Retirement Accounts – Roth IRA Conversions – 2024 (PDF)
Individual Retirement Accounts – Traditional IRAs – 2024 (PDF)
Individual Retirement Accounts: Beneficiaries of IRAs and Qualified Plans – 2024 (PDF)
Inventory Cost of Goods Sold – 2024 (PDF)
Itemized Deductions – Casualty and Theft Losses – 2024 (PDF)
Itemized Deductions – Homeowners – 2024 (PDF)
Itemized Deductions – Interest Paid – 2024 (PDF)
Itemized Deductions – Medical Expenses – 2024 (PDF)
Itemized Deductions – Taxes Paid – 2024 (PDF)
Kiddie Tax – 2024 (PDF)
Likekind Exchanges – 2024 (PDF)
Limited Liability Companies (LLCs) – 2024 (PDF)
Mileage and Expense Log – 2024 (PDF)
Moving Expenses – 2024 (PDF)
Moving Out Worksheet – 2024 (PDF)
Multi-State Taxation – 2024 (PDF)
Newlyweds Tax Tips – 2024 (PDF)
Partnerships – 2024 (PDF)
Pension Income Planning – 2024 (PDF)
Personal Representatives Estates – 2024 (PDF)
Qualified Business Income Deduction – 2024 (PDF)
Real Estate Professionals – 2024 (PDF)
Recordkeeping for Tax Purposes – 2024 (PDF)
Rental Income and Expense Worksheet – 2024 (PDF)
Rental Income and Expenses – 2024 (PDF)
Rental Real Estate QBI Safe Harbor – 2024 (PDF)
Repairs vs. Improvements – 2024 (PDF)
Retirement Income – 2024 (PDF)
Reverse Mortgages – 2024 (PDF)
Rideshare Drivers – 2024 (PDF)
S Corporations – 2024 (PDF)
Sale of a Principal Residence – 2024 (PDF)
Saving for College – 2024 (PDF)
Saving for Retirement – 2024 (PDF)
Self-Employment Tax – 2024 (PDF)
Short-Term Rentals – 2024 (PDF)
Small Business Health Care Tax Credit – 2024 (PDF)
Social Security and Medicare – 2024 (PDF)
Standard vs. Itemized Deduction – 2024 (PDF)
Starting a Business – 2024 (PDF)
Stock Options – Same Day Sales – 2024 (PDF)
Tax Facts and Figures – 2024 (PDF)
Tax News and Industry Updates – Volume 12, Issue 1(2024) (PDF)
Tax News and Industry Updates – Volume 12, Issue 2 (2024) (PDF)
Tax News and Industry Updates – Volume 12, Issue 3 (2024) (PDF)
Tax News and Industry Updates – Volume 12, Issue 4 (2024) (PDF)
Tax Scams – Protect Yourself – 2024 (PDF)
Taxable Social Security Benefits – 2024 (PDF)
Taxpayers Who Receive an IRS Notice – 2024 (PDF)
Tipped Employees – 2024 (PDF)
Understanding how the IRS Contacts Taxpayers – 2024 (PDF)
Vehicles – Business Use – 2024 (PDF)
What Should You Do if You Can’t Pay Your Taxes? – 2024 (PDF)
Withholding – Filling Out Form W-4 – 2024 (PDF)