ACCOUNTING AND TAX

Managing your financial affairs involves accounting (budgeting and tracking) for both income and other cash inflows, and expenses and other cash outflows.  In addition it involves planning and making arrangements to minimize tax obligations.

Accounting

Keeping Track of Income and Cash Inflows
Keeping Track of Expenditures and Cash Outflows

Taxes

Income Taxes
Gift Taxes
Estate Taxes

 

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Finding Home Over 50: Achieving Your Housing Needs and Life List Dreams in Retirement Paperback – July 10, 2018

$29.99
Finding Home Over 50: Achieving Your Housing Needs and Life List Dreams in Retirement is a retirement planning book that helps you to maximize your comfort and enjoyment in your senior years.  Much more than just a real estate book, Finding Home Over 50 helps you to assess and improve your financial foundation, identify and accomplish your life list goals, declutter your life, evaluate home care and home healthcare resources and options, and much more.  Below is a summary table of contents from the book. Introduction PART 1 - Assessing Your Situation, Capabilities, and Life List Goals, and Preparing for Change Chapter  1:  Changes in Life, Changes in Living Needs Chapter  2:  Beginning to Formulate Your “Finding Home – Over 50” Plan Chapter  3:  Securing Your Financial Foundation Appendix 3.1: Create Your Retirement Plan Appendix 3.2:  Government Retirement Plans and Medicare Chapter  4:  Decluttering Your Life Chapter  5:  Functional Assessment – Weighing and Addressing Your Needs and Those of Your Older Loved Ones PART 2 - Housing Choices, and Finding the Right Home for You Chapter  6:  Housing Alternatives – Independent Living Appendix 6.1: Selecting a Home Care Provider and / or a Home Healthcare Provider Chapter  7:  Housing Alternatives: Semi-Independent Living, Assisted Living, and Nursing Care Options Appendix 7.1: Evaluating Senior Living Communities Appendix 7.2: Adult Day Care Facility Evaluation Checklist Chapter  8:  Should I Stay or Should I Go? – Choosing Your Home Location Chapter  9:  Preparing Your Current or New Home for Aging in Place PART 3 – Reverse Mortgages, and Organizing your Estate Documents Chapter 10: Mortgage Loans in Reverse Chapter 11:  Organizing Your Estate Documents Glossary Index

Quicken Premier Personal Finance – (Windows/Mac Disc) – 14-Month Subscription 2020 + TurboTax Premier + State 2019 Tax Software [Amazon Exclusive] [PC Download]

$101.33
  • Includes everything in Quicken Deluxe Plus many more investing features
  • Simplify your taxes and investments
  • Pay any bill directly in Quicken for free, Plus priority access to Official Quicken customer support (a $49 value)
  • TurboTax Premier + State is recommended if you sold stocks, bonds, mutual funds or options for an employee stock purchase plan, own rental property or you are the beneficiary of an estate or trust (received a K 1 form)
  • With Premier, retirement tax help and the IRA tool show you how to get more money back this year and when you retire. Keep more of your investment and rental income. Get your taxes done right and tailored to you, based on your unique situation.
  • MAXIMUM TAX REFUND - Searches for more than 350+ tax deductions and credits, including mortgage interest, property taxes and energy-efficient improvements, to get you everything you deserve

Sage Software Sage 50 Pro Accounting 2020 U.S

$380.99
  • THE RIGHT SOLUTION: Choose Sage 50 Pro Accounting if you are a small business looking for a simple to use yet robust accounting solution. Get everything you need to build and run your business.
  • ORGANIZE YOUR BUSINESS: Simplify your business and spend less time on administrative tasks with an accounting, payment and payroll solution that seamlessly works together.
  • MANAGE FINANCIALS: Streamline your financials with Sage 50 Pro Accounting – an easy way to invoice customers, pay bills and track cash flow.
  • INCREASE PRODUCTIVITY: Focus on what matters most in your business with effortless features such as email integration, one-click reporting and inventory management.
  • TRUSTED BRAND: Formerly Peachtree Accounting, Sage has been supporting small businesses for 30+ years. Sage 50 Pro Accounting is a trusted solution that will protect your company’s data.