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Resources

Important Numbers for the 2022 Tax Year


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

Downloadable Checklists

Downloadable Flow Charts

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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?
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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

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

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