Resources


Tax

Key Tax Numbers 2007

Key Tax Numbers 2008

Key Tax Numbers 2009

Key Tax Numbers 2010

Key Tax Numbers 2011

Key Tax Numbers 2012

Key Tax Numbers 2013

Key Tax Numbers 2014

Key Tax Numbers 2015

Key Tax Numbers 2016

Key Tax Numbers 2017

Key Tax Numbers 2018

Key Tax Numbers 2019

Key Tax Numbers 2020

Key Tax Numbers 2021

Key Tax Numbers 2022(NEW)

2008 Economic Stimulus Summary

2013 "Fiscal Cliff" Summary

2018 Tax Cuts & Jobs Act Summary of individual income tax provisions

2019 SECURE Act (and Tax Extenders) Summary

2020 Families First Coronavirus Response Act Summary

2020 CARES Act Summary

Dec 2020 COVID Relief / 2021 Consolidated Appropriations Act

 

Economic Statistics

Selected Recent Economic Readings

 

Investing

Differences in 529 Plans and Educational Savings Accounts (ESA/Coverdell)

 

Credit

2009 Credit Card Act Summary

 

Healthcare

2010 Healthcare Reform

 

Planning

Sample Financial Plan

 

Tech

How To Password Protect Excel And Other Documents

How To Add PWA To Your Email Safe Senders List

 

 

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