Special Topics

1. Highlights of Tax Law Changes (Tax Year 2025 - Individual & Business) PDF


2. BOI Reporting – Req. removed for U.S. entities and Individuals who are beneficial owner of foreign entities —  PDF


3. Identity Protection PIN  Identity Protection PIN


4. Characteristics of Different Retirement Plans / Account Types:  Rules Summary  Employer Sponsored  SECURE ACT (2020)  SECURE 2.0 ACT (2022)


5. Information Needed for Filing Corporate Income Tax Returns  (PDF Download)


6. Information Needed for Filing Individual Income Tax Returns  (PDF Download)


7. Information Needed for Business Registration —  (PDF Download)


8. Corporation Types: S-Corp and C-Corp  (PDF Download)


9. Corporation Types: S-Corp and LLC   (PDF Download)


10. Payroll Tax in America (2026)  (PDF Download)