Resources

Individuals

• Capital Gains and Losses
• Business Use of Home

Business

• Business Entity Comparison Chart
• Business Owners Taking Money Out

Estates

• Estate Tax Form 706 2021
• Estate Planning, Wills, Probate, and Transfer of Assets

Retirement

• Individual retirement Accounts – Kinds of IRAs and Prohibited Transactions
• Individual Retirement Accounts – Traditional IRAs
• Individual Retirement Accounts – Roth IRAs

Government Programs and Legislation

• American Rescue Plan Act of 2021

Helpful Links and Publications

Circular E

• IRS
• California FTB
• California Secretary of State
• Exchange Rates