Tax and Planning Help for Individuals
Tax Planning
- Tax Withholding Estimator
- Choosing an income tax filing status
- Income tax planning and 529 plans
- Surviving an audit
- Tax benefits of home ownership
- Tax planning for income
- Tax planning for the self-employed
- Taxation of investments
- Year-end tax planning
- Personal deduction planning
- Understanding personal tax credits
Retirement
- Medicare
- Understanding long term care insurance
- Estimating your retirement income needs
- Retirement planning: The basics
- Taking advantage of employer sponsored retirement plans
- Comparison of traditional IRAs and Roth IRAs
- Roth IRA future value calculator
- Traditional IRA future value calculator
- Investing for retirement
Estate Planning
Tax and Planning Help for Businesses
Articles
- Tax planning for the self-employed
- Starting or buying a business
- Record keeping for your own business
- Hiring your first employee
- Benefit plans for small businesses
- Life insurance for the self-employed
- What employers need to know about workers compensation insurance
- Transferring a family business
- Why insure your business
- Understanding your business owners policy
Recommended Internet Sources
- Internal Revenue Service (IRS)
The IRS is the U.S. government agency responsible for tax collection and tax law enforcement. It provides resources for understanding federal tax regulations, filing taxes, and managing tax-related issues for individuals, businesses, and tax professionals. - Olsen’s Classic 164 Currency Converter
Olsen’s Currency Converter offers up-to-date exchange rates for 164 currencies worldwide, along with historical data. You can view conversion rates for any currency pair dating back to January 1, 1990, updated daily at 8:00 p.m. EST. - Savings Bond Wizard
This Windows application helps users manage their U.S. savings bonds, allowing them to track inventory, check redemption values, view earned interest, and maintain an organized record of bonds. It is a helpful tool for tracking and maintaining savings bond investments. - The Bureau of the Public Debt
An office within the U.S. Department of the Treasury, this bureau manages the U.S. government’s debt, including issuing and redeeming U.S. Treasury securities. It provides resources on debt management and public debt-related information. - Library of Congress Thomas Legislative Information
Thomas is an online resource from the Library of Congress that provides comprehensive information about federal legislation, the workings of Congress, and legislative committees. It also links to state-level legislative websites and offers access to bill summaries, voting records, and legislative calendars.