Nearing Retirement

Handout: Inheriting IRAs

Changes from SECURE Act 2019 and beyond by Tim Hilterman.

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Handout: Retirement Income

Changes from SECURE Act 2019 and beyond by Chris Nadler.

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Handout: Social Security & Medicare

2023 Fall Seminar Handout by Tracy Wells

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Individual Tax

SafeSend Returns Client Video

A typical 1040 return experience using SafeSend.

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SafeSend Organizers Client Video

A typical experience using SafeSend Organizers.

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Tax Organizer

New Client Tax Organizer for tax year 2023

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Business Owners

1099 Worksheet

Fillable 1099 Client Letter and Worksheet

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