Tuesday, September 25, 2012

50 Good Reasons to See Your Tax Advisor

50 Good Reasons to See Your Tax Advisor
1.  Changed your job address
2.  Changed jobs
3.  Big raise or bonus
4.  Exercised a stock option
5.  Retired
6.  Married or divorced
7.  Had a child  
8.  Adopted a child
9.  Child off to college
10. Child finished college
11. Opened an account for a child
12. Received unemployment
13. Started receiving Social Security benefits
14. Started receiving a pension
15. Cashed in an IRA
16. Won a prize
17. Won big at casino or track
18. Won the lottery
19. Served as paid executor
20. Received a director's fee
21. Won a lawsuit
22. Received alimony
23. Paid alimony
24. Sold stocks or securities
25. Invested in mutual funds
26. Opened a qualified retirement account
27. Sold your home
28. Bought a home
29. Helped kids buy a home
30. Refinanced your home
31. Remodeled your home
32. Started a business
33. Wrote a living trust
34. Added someone to title on your home
35. Bought rental property
36. Remodeled rental property
37. Started renting out your home
38. Let a friend move into a rental property at reduced rent
39. Sold rental property
40. Began using your car for business
41. Sold your business car
42. Became a telecommuter
43. Allowed spouse to use business car
44. Cashed in EE Bonds
45. Inherited money
46. Inherited an IRA or pension
47. Reached age 59 1/2
48. Reached age 70 1/2
49. Became disabled
50. New tax law questions (Tax Code is constantly changing)

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