Client Documents

Click any of the below images to view the client document(s) in PDF format.

The Affordable Care Act – Employer Health Care Agreements:

2015 Health Care - Employer Payment Plans

www.irs.gov – Employer Health Care Arrangements
www.calt.iastate.edu – ACA’s Thorny Impact on More-Than 2% S Corporation Shareholders
www.forbes.com – In Last Minute Move, IRS Spares Small Employers Big Obamacare Penalties For 2014
www.forbes.com – Large Penalties Await Employers Who Reimbursed Certain Employee Health Insurance Premiums In 2014

 

Year-End Planning

Business Year-End Planning:

2012_bus

Individual Year-End Planning:

2012_personal

2015 Tax Filing Season – Blank Individual Organizer:

organizer