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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