At Oelerich, we are here to answer all of your tax and accounting questions, no matter how big or small. Below are some quick answers and links to the most common questions and requests.

Oelerich Resources

Quick Links: BE | IRS | 1040 | Ethics | Technology

 

BE

 

00-Updates and Changes in Manual

01-Office Tool Kit

02-Choosing the Proper Entity

03-Forming a Corporation

04-C Corporation Advantages and Disadvantages

05-C Corporation Penalty Taxes

06-Related Parties-Controlled Groups

07-Related Parties-Compensation and Loans to Shareholders

08-Corporate Sales and Liquidations

09-An Introduction-S Corporations

10-S Corporation Eligibility & Available Elections

11-S Corporation Operations

12-S Corporation Basis & Distributions

13-S Corporation Taxes at the Entity-Level

14-Termination of S Corporation Status

15-Limited Liability Companies (LLCs)

16-Introduction to Partnerships

17-Formation of Partnerships

18-Allocating Income and Loss to Partners

19-Basis and At Risk Rules for Partnerships

20-Transactions with Partners

21-Partnership Termination on Sale Etc

22-Capitalization and Depreciation

23-Health Benefit Plans

24-Basis and At Risk Rules-A Comparison by Entity

25-Dotting I's & Crossing T's

26-Retirement Plans

27-IRS and Payroll Issues

 

IRS

 

01-Behavioral Aspects

02-Dealing with Notices

03-Audits

04-Tax ID Theft & Refund Fraud

05-Appeals Exam

06-Collection Appeals

07-Penalty Abatement

08-Enforcement Actions

09-CSIRS

10-Payment Options

11-Collection Information Statements

12-E-services

 

1040

 

00-Cheat Sheets

01-AGI and Tax Planning

02-Filing Status

03-Dependents and Kiddie Tax

04-Divorce

05-Personal Tax Credits

06-Wages and Other Income

07-Individual Mandate & Premium Tax Credit

08-Education Planning & Able Planning

09-Identity Theft and Refund Fraud

10-IRS Issues

11-Net Investment Income Tax (NIIT)

12-Capital Gains & Losses

13-Interest & Dividends & Other Investments

14-Pass-Through Entities

15-Passive & Rental Activities

16-Sale of a Principal Residence

17-Installment Sales

18-Debt Forgiveness and Foreclosures

19-Net Operating Loss (NOL) & Amended Returns

 

Ethics

 

00-Ethics Presentation

 

Technology

 

01 - Emerging Trends

02 - Identity Theft

03 - IRS FTC Rules

04 - Practical Approaches to Security

05 - Cloud Computing

06 - Alt Op Systems

07 - Mobile Computing

08 - Windows 7 8 10

09 - Tweaking Windows 10

10 - Backups

11 - Working with Less Paper

12 - Apps of Note and Websites of Interest

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