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Tax information and organization forms are all available here for you to download. 

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Downloadable Checklists

Downloadable Flow Charts

NEW rESOURCES

• Common Pension Plans for Small Business Owners
• Common Retirement Plans for Small Business Owners
• Does an Annuity Fit Within My Financial Plan?
• What Issues Should I Consider When Moving Out of State?
• What Issues Should I Consider Regarding My Restricted Stock Units?

lIFE eVENTS

• What Issues Should I Consider for My Child With Special Needs?
• What Issues Should I Consider When Having (Or Adopting) a Child?
• What Issues Should I Consider When Getting Married?
• What Issues Should I Consider During My Divorce?
• What Issues Should I Consider if My Spouse Passed Away?
• What Issues Should I Consider if My Parent Passed Away? ​

bUSINESS pLANNING

• What Issues Should I Consider When Starting a Business?

cAREER cHANGE

• What Issues Should I Consider When Starting a New Job?
• What Issues Should I Consider When Getting a Promotion or Raise at Work?
• What Issues Should I Consider if I Lose My Job?

eDCUACTION

• What Issues Should I Consider When Paying off My Student Loans?
• What Issues Should I Consider to Fund My Childs College Education?

eSTATE pLANNING

• What Issues Should I Consider When Reviewing My Estate Planning Documents? 
• What Issues Should I Consider When Establishing My Charitable Giving Strategy?
• What Issues Should I Consider if My Spouse Has Been Diagnosed With a Terminal Illness? 
• What Issues Should I Consider Before Closing the Estate?
• What Issues Should I Consider Before I Update My Estate Plan?

hEALTH cARE

• What Issues Should I Consider When Purchasing Long Term Care Insurance?
• What Issues Should I Consider for My Aging Parents?

iNVESTMENTS

• ​What Issues Should I Consider Regarding My Incentive Stock Options?
• ​What Issues Should I Consider Regarding My Non-Qualified Stock Options?
• ​What Issues Should I Consider When Reviewing My Investments?

rECURRING

• ​Important Milestones
• Important Dates
• Am I at Risk of Having My Identity Stolen or Being a Victim of Fraud?
• Issues to Consider in Annual Client Review Meeting
• What Documents Do I Need to Keep on File?
• ​What Issues Should I Consider Before the End of the Year?
• Master List of Goals
• Issues to Consider as a New Client
• Cash Flow Checkpoint
• What Issues Should I Consider at the Start of the Year

rISK mANAGEMENT

• ​What Issues Should I Consider When Reviewing My Health and Life Insurance Policies?
• ​What Issues Should I Consider When Reviewing My Property and Casualty Insurance Policies?

tAXATION

• Important Numbers
• ​As Someone Who is Working, ​What Issues Should I Consider When Reviewing My Tax Return?
• As a Retiree, ​What Issues Should I Consider When Reviewing My Tax Return?

wEALTH pRESERVATION

• ​What Issues Should I Consider When Starting out Financially
• ​What Issues Should I Consider if I Experience a Sudden Wealth Event?
• What Accounts Should I Consider to Save More?
• ​What Issues Should I Consider During a Recession or Market Correction?
• ​What Issues Should I Consider When Buying a Home?

nEW rESOURCES

• Should I Use a Donor Advised Fund (DAF) When Gibing to Public Charities?

lIFE eVENTS

• Should I Inherit My Deceased Spouse's Traditional IRA?

eDUCATION

• Am I Eligible for and IDR Plan for My Federal Student Loans?

hEALTHcARE

• Will Healthcare Change as I Transition into Retirement?
• Can I Make a Deductible Contribution to My HSA?

mEDICARE

• Should I Change My Medicare Coverage During Open Enrollment?
• Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
• Will I Avoid Medicare Enrollment Penalties?
• Will I be Enrolled Automatically in Medicare?
• Am I Eligible for Medicare Part A & Part B?

rECURRING

• Pay Stub Review

rETIREMENT

• Should I Take My Pension as a Lump Sum?
• If I Retire Early, Should I Buy Health Insurance Through the Health Insurance Marketplace?

sOCIAL sECURITY

• Will My Social Security Benefits be Reduced?
• Do I Qualify for Social Security Disability Benefits?
• Am I Eligible for Social Security Benefits of I'm Divorced?
• Am I Eligible for Social Security Benefits as a Surviving Spouse?
• Am I Eligible for Social Security Benefits as a Spouse?

rETIREMENT aCCOUNTS

• Should I Establish a SEP, IRA or Simple IRA Plan for My Small Business?
• Should I Contribute to my Roth 401(k)?
• Should I Consider Doing a Roth Conversion?
• Should I Contribute to My Roth IRA Vs. My Traditional IRA?
• Will a Distribution From My Roth IRA be Tax & Penalty-Free?
• Will a Distribution From my Traditional IRA be Penalty-Free?
• Should I Roll Over My Dormant Traditional 401(k)
• Can I Make a Deductible IRA Contribution?
• Can I Make a Backdoor Roth IRA Contribution?
• Can I Contribute to My Roth IRA?
• Can I Avoid Taking My RMD After Reaching My Required Beginning Date?
• Can I Delay Distributions from the Traditional IRA I Inherited?
• Can I do a Qualified Charitable Distribution from My IRA?
• Can I do a Net Unrealized Appreciation (NUA) Distribution?
• Can I Make a Mega Backdoor Roth IRA Contribution?

tAXATION

• What Will Have the Least Tax Impact: Harvesting Capital Gains or Roth Conversions?
• Do I Need to Start Making Estimated Federal Income Tax Payments?
• Will I Have to Pay Tax on My Qualified ESSP?
• Will I Receive a Step-Up in Basis for the Appreciated Property I Inherited?
• Will I Receive a Step-Up in Basis for This Gifted Property?
• Will The Deductibility of My Retirement Plan Contributions be Impacted by the QBI Rules?
• Will My Roth IRA Conversion be Penalty Free?
• Will I Have to Pay Tax on the Sale of My Investment?
• Is the Distribution From My 529 Plan Subject to Federal Income Tax?
• Am I Eligible for a Qualified Business Income Deduction?

wEALTH pRESERVATION

• Should I Consider Refinancing My Mortgage?

If you have any questions and would like to have a more in-depth discussion about any of these topics and learn how they could benefit your specific situation, give us a call today to make an appointment at (303) 858-0000

Contact Us Today!

Tier One Tax
​9380 Station Street, Suite 535
Lone Tree, CO 80124

(303) 858-0000​

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