Financial Tools

Should I refinance my mortgage? How much do I need to save for my child’s college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in the decision making process.

Auto

Auto Loan Early Payoff, Auto Rebate vs. Low Interest Financing, Auto Refinance Interest Savings, Bi-weekly Payments for an Auto Loan, Bi-weekly Payments for an Auto Loan with Fees, Car Loan Calculator, Dealer Financing vs. Credit Union Financing, Home Equity Loan vs. Auto loan, Lease vs. Buy, Low Interest Financing Savings View Calculators

Business

Breakeven Analysis, Business Debt Consolidation Calculator, Business Valuation - Discounted Cash Flow, Cash Flow Calculator, Commercial Loan Calculator, Debt Service Coverage, Equipment Buy vs. Lease, Financial Ratios, Inventory Analysis, Like Kind Exchange, Profit Margin Calculator, Repossession of Personal Property from a Deferred Payment Sale, Repossession of Personal Property from an Installment Payment Sale, Repossession of Real Property, Working Capital Needs View Calculators

Insurance

Comprehensive Life Insurance Analysis, Disability Insurance, Fixed Annuity Calculator, Health Savings Account (HSA) Contribution Calculator, Health Savings Account (HSA) Goal Calculator, Health Savings Account (HSA) Savings Calculator, Health Savings Account (HSA) vs. Traditional Health Plan, Health Savings Accounts (HSA) Employer Benefit, Human Life Value, Immediate Annuity Calculator, Life Insurance Calculator, Long Term Care Calculator, Variable Annuity Calculator, Variable Annuity without Surrender Charges View Calculators

Investment

Annual Rate of Return Calculator, Annual Stock Option Grants, Asset Allocation Calculator, Compare Investment Fees, Future Contracts Calculator, Future Value Calculator, Internal Rate of Return (IRR) Calculator, Investment Distributions, Investment Goal, Investment Loan, Investment Property Calculator, Investment Questionnaire - Broad Portfolio, Investment Questionnaire - Cash, Fixed Income and Equities, Investment Returns, Investment Savings and Distributions, Lump Sum Annual Return Calculator, Lump Sum Future Value Calculator, Lump Sum Present Value Calculator, Municipal Bond Tax Equivalent Yield, Mutual Fund Expense Calculator, Personal Economic Recovery Calculator, Present Value Calculator, Present Value Goal Calculator, REIT Tax-Equivalent Distribution, Stock Option Calculator, Taxable vs. Tax Deferred Investments, Taxable vs. Tax Deferred vs. Tax Free Investment View Calculators

Loan

Alternative Payment Frequencies, Amortizing Loan Calculator, Balloon Loan Calculator, Debt Consolidation Calculator, Enhanced Loan Calculator, Equity Line of Credit Payments, Existing Loan Calculator, Home Equity Line of Credit Calculator, Line of Credit Payoff, Loan & Credit Line Payment, Loan & Credit Line Tax Savings, Loan Comparison Calculator, Loan Prequalification Calculator View Calculators

Mortgage

Adjustable Rate Mortgage Calculator, APR Calculator for Adjustable Rate Mortgages, ARM & Interest Only ARM vs. Fixed Rate Mortgage, Balloon Mortgages, Bi-weekly Payment Calculator, Bi-weekly Payments for an Existing Mortgage, Blended Rate Mortgage Calculator, FHA Maximum Financing Calculator, Fixed Rate Mortgage vs. Interest Only Mortgage, Fixed Rate Mortgage vs. LIBOR ARM, Interest Only ARM Calculator, Interest Only Mortgage Calculator, Maximum Mortgage, Mortgage APR Calculator, Mortgage Comparison: 15 Years vs. 30 Years, Mortgage Debt Consolidation, Mortgage Loan Calculator, Mortgage Loan Calculator (PITI), Mortgage Payoff, Mortgage Points Calculator, Mortgage Qualifier, Mortgage Refinance Break Even, Mortgage Required Income, Mortgage Tax Savings Calculator, Option ARM vs. Fixed Rate Mortgage, Refinance Interest Savings, Rent vs. Buy, Reverse Mortgage Calculator View Calculators

Retirement

401(k) Calculator, 401(k) Savings with Profit Sharing, 401(k) Spend It or Save It Calculator, 403(b) Savings Calculator, 457 Plan Contribution Effects on Your Paycheck, 457 Plan Withdrawal, 457 Plan: Roth vs. Pre-tax, 457 Savings Calculator, 72(t) Calculator, 72(t) Distribution Impact, Beneficiary Required Minimum Distributions, Company Stock Distribution Analysis Calculator, How Important is Social Security?, How long will my retirement savings last?, Individual 401(k) Contribution Comparison, Individual 401(k) Savings Calculator, IRA Spend It or Save It Calculator, Pension Plan Retirement Options, Required Minimum Distribution (RMD), Required Minimum Distribution (RMD) for Current Year, Retirement Account Contribution Accelerator, Retirement Contribution Effects on Your Paycheck, Retirement Income, Retirement Nestegg Calculator, Retirement Pension Planner, Retirement Plan Withdrawal, Retirement Planner, Retirement Planner with Retirement Earnings, Retirement Shortfall, RMD & Stretch IRA Calculator, Roth (after-tax) Account or Pre-Tax Account?, Roth 401(k) vs. Traditional 401(k), Roth 403(b) vs. Traditional 403(b), Roth IRA Calculator, Roth IRA Conversion, Roth IRA Conversion with Distributions, Roth IRA vs. Traditional IRA, Roth vs. Traditional 401(k) and your Paycheck, Should you Borrow From a 401(k) or 403(b)?, Social Security Benefits, Traditional IRA Calculator View Calculators

Savings

Benefit of Spending Less, CD Ladder Calculator, Certificate of Deposit Calculator, College Savings, Compare Savings Rates, Compound Savings Calculator, Compounding and Your Return, Cool Million, Credit Union Certificate Calculator, Credit Union Certificate Ladder Calculator, Don't Delay Your Savings!, Emergency Savings Calculator, Home Buyer Savings Calculator, Lunch Savings, Savings Distribution Calculator, Savings Goals, Savings, Taxes, and Inflation, Vice Savings View Calculators

Tax

1040 Tax Calculator, 457 Payroll Deductions, Earned Income Credit (EIC) Calculator, Estate Tax Planning, Flexible Spending Account (FSA) Calculator, Hourly Paycheck Calculator, Marginal Tax Rate Calculator, Net to Gross Paycheck Calculator, Payroll Deductions Calculator, Self-Employment Tax Calculator, U.S. 1040EZ Tax Form Calculator View Calculators

FL - Taxpayer did not qualify as private trust

The Florida Department of Revenue (department) determined that a taxpayer was not a private trust excluded from the definition of […]

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FL - Taxpayer did not qualify as private trust

FL - Governor proposes tax cuts in state of the state address

In his State of the State Address, Florida Gov. Ron DeSantis proposed $1.1 billion in tax cuts, the continuation of […]

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FL - Governor proposes tax cuts in state of the state address

FinCEN Commences Beneficial Ownership Reporting Under Bipartisan Corporate Transparency Act

The Department of Treasury’s Financial Crimes Enforcement Network (FinCEN), has begun accepting beneficial ownership information report under the bipartisan Corporate Transparency Act, enacted in 2021. This effort requires companies doing […]

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FinCEN Commences Beneficial Ownership Reporting Under Bipartisan Corporate Transparency Act

Employee Benefit Plan Filing Extension Procedures Updated

Starting in 2024, Form 5558 is no longer used to request an extension of time to file Form 5330, Return of Excise […]

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Employee Benefit Plan Filing Extension Procedures Updated

More Than 1,000 Projects Registered Through IRS ECO Tool, IR-2024-14

The Internal Revenue Service said that more than 1,000 projects have been registered through the agency’s Energy Credits Online tool. The tool was created to help taxpayers who are taking […]

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More Than 1,000 Projects Registered Through IRS ECO Tool, IR-2024-14

IRS Encourages Taxpayers to Get Ready for 2024 Filing Season, IR-2024-1

The IRS has encouraged taxpayers to utilize tips, tools and other resources available on the IRS website to Get Ready for 2024 filing season. The agency is set to announce the start […]

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IRS Encourages Taxpayers to Get Ready for 2024 Filing Season, IR-2024-1

Transitional Guidance on Reporting of Information on Receipt of Digital Assets Announced, Announcement 2024-4, IR-2024-12

The IRS has provided transitional guidance under Code Sec. 6050I with respect to reporting transactions involving receipt of digital assets. The Service has further clarified that at this time, digital assets are not required […]

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Transitional Guidance on Reporting of Information on Receipt of Digital Assets Announced, Announcement 2024-4, IR-2024-12

IRS Updates List of Qualified Census Tracts for Qualified Mortgage Bonds and Mortgage Credit Certificates, Rev. Proc. 2024-08

The IRS has provided issuers of qualified mortgage bonds and issuers of mortgage credit certificates with an updated list of qualified census tracts for each state, the District of Columbia and Puerto Rico. […]

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IRS Updates List of Qualified Census Tracts for Qualified Mortgage Bonds and Mortgage Credit Certificates, Rev. Proc. 2024-08

IRS Announces Leadership Restructuring, IR-2023-237

The IRS Commissioner, Danny Werfel, has announced plans for new leadership structure to align with transformation goals. The updated chart, the first in two […]

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IRS Announces Leadership Restructuring, IR-2023-237

IRS: Taxpayers and Tax Professionals Should Protect Themselves from Scams, IR-2023-223, IR-2023-224, IR-2023-226, IR-2023-227, IR-2023-229

As the National Tax Security Awareness Week concludes, the IRS emphasized on the ongoing need for taxpayers and tax professionals to stay […]

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IRS: Taxpayers and Tax Professionals Should Protect Themselves from Scams, IR-2023-223, IR-2023-224, IR-2023-226, IR-2023-227, IR-2023-229