General Tax Flowcharts
- Am I eligible for a Qualified Business Income (QBI) deduction?
- Can I do a Net Unrealized Appreciation (NUA) distribution?
- Do I need to start making estimated federal income tax payments?
- Will I receive a step-up in basis for this gifted property?
- Is my rental property tax deductible?
- Pay stub review
- Should I use a Donor Advised Fund (DAF) when giving to public charities?
- Will I have to pay on the sale of my investment?
- Will I receive a step-up in basis for the appreciated property I inherited?
- Will the distribution from my HSA be tax and penalty free?
IRA & Roth IRA Flowcharts
- Can I avoid taking my RMD after reaching my Required Beginning Date (RBD)?
- Can I contribute to my Roth IRA?
- Can I delay distributions from the traditional IRA I inherited?
- Can I do a qualified charitable distribution from my IRA?
- Can I make a backdoor Roth IRA contribution?
- Can I make a deductible IRA contribution?
- Can I make a mega backdoor Roth contribution?
- Should I consider doing a Roth conversion?
- Should I Contribute to My Roth IRA vs My Traditional IRA?
- Should I Inherit My Deceased Spouse's Traditional IRA?
- What will have the least tax impact harvesting capital gains or Roth conversions?
- Will a distribution from my Roth IRA be tax and penalty free?
- Will a distribution from my traditional IRA be penalty free?
- Will my Roth IRA conversion be penalty free?
Retirement Plans for Businesses Flowcharts
- Common pension plans for small business owners
- Should I rollover my dormant traditional 401(k)?
- Should I establish a SEP IRA, or a SIMPLE IRA plan for my business?
- Should I set up a traditional 401(k) for my business?
- Should I take my pension as a lump sum?
- Common retirement plans for small business owners.
- Should I contribute to my Roth 401(k)?
- Will I have to pay tax on my qualified ESPP?
Social Security, Medicare, & Health Insurance Flowcharts
- Am I eligible for Medicare Part A and Part B?
- Will healthcare change as I transition into retirement?
- Am I eligible for Social Security benefits as a spouse?
- Should I change my Medicare coverage during open enrollment?
- Will I be enrolled automatically In Medicare?
- Am I eligible for Social Security benefits as a surviving spouse?
- Am I eligible for Social Security Benefits if I have been divorced?
- Will I avoid IRMAA surcharges on Medicare Part B and Part D?
- Will I avoid medicare enrollment penalties?
- Do I qualify for Social Security disability benefits?
- If I retire early should I buy health insurance through the Health Insurance Marketplace?
- Will my Social Security benefits be reduced?
CPA Resources
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Financial Planning for CPAs
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