Dunnuck & Associates, CPAs, P.C.

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PLANNING TOOLS

Individuals and businesses are constantly faced with financial decisions to make regarding their future.  Following are several tools that can be used for planning.  If you do not see the resources that you need, call our office and we can make them available.

Tax Engagement Letter for 2007

Tax Organizer for 2007

IRS Tax Tips for 2008

 
Business Owner
 Articles
  Starting a business
   Choosing an entity for your business
   Record keeping for your own business
   Starting or buying a business
 Decision Tools
  Business planning basics
   Net worth calculator
 FAQs
  Employee benefits and other issues
   How can I boost the morale of my employees without incurring huge expenses?
   How can I find good employees for my business?
  Valuing a business
   How can I determine what my business is worth for estate and gift tax purposes?
 
Education Planning
 FAQs
  Student loans
   Are my student loan payments tax deductible?
 
Estate Planning
 Articles
  Estate planning basics
   Gift and estate taxes
 
Government Benefits
 Articles
  Social Security
   Social Security retirement benefits
   Understanding Social Security
 
Investment Planning
 Articles
  Investment basics
   Investment planning--the basics
  Investment goals
   Asset Allocation
   Retirement planning--the basics
 Decision Tools
  Creating an investment portfolio
   Asset allocation pie chart illustrator
   Common types of mutual funds
 
Personal Finance
 Articles
  Financial basics
   Establishing a budget
   Getting started: establishing a financial safety net
   Working with a financial advisor
 Decision Tools
  Saving, spending, and borrowing
   Deciding which credit card to get
   Growth of annual deposits calculator
   Net worth calculator
   Personal cash flow worksheet
 FAQs
  Buying a home
   Should I buy a home or continue renting?
 
Protection Planning
 Articles
  Health insurance
   Comparing health insurance plans
   Dental insurance
   Health insurance in retirement
   HMOs and PPOs: what's the difference?
 
Retirement Planning
 Articles
  Saving for retirement
   Estimating your retirement income needs
   Taking advantage of employer-sponsored retirement plans
   Understanding IRAs
 
Special Situations
 Decision Tools
  Financial basics
   Credit cards--advantages vs. disadvantages
 
Tax Planning
 Articles
  General tax planning
   Am I having enough withheld?
   Tax planning for income
   Tax planning for the self-employed
   Year-end tax planning