Uday K Patel, CPA

Thinking about Numbers
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Resources

Financial Calculator -Here are some easy to use on-line calculators to help you answer some common financial questions.

Calendar- Dates to Remember

Other Tools - Click on one of the Planning Tools below to select articles, decision tools, or frequently asked questions (FAQs) that you would like to display on your website.

 
Business Owner
 Articles
  Benefits and retirement plans
   Benefit plans for small businesses
   Disability income insurance for the self-employed
   Group health insurance: a valued employee benefit
   Group term life insurance
   Health insurance for the self-employed
   Key employee life and disability insurance
   Life insurance for the self-employed
   Offering group disability insurance
   Retirement plans for small businesses
   Split dollar insurance plans
   Understanding individual 401(k) plans
   What employers need to know about workers' compensation insurance
  Insuring a business
   Business automobile insurance basics
   Business interruption insurance
   Business liability insurance basics
   Business overhead expense insurance
   Commercial general liability
   Do you need crime insurance?
   Income tax tips: business insurance
   Insurance tips for business travelers
   Insuring your home business
   Professional liability coverage
   Properly insuring your business
   Should you self-insure your business?
   Understanding your business owners policy
   Why insure your business?
 FAQs
  Incorporating a business
   Can I change my business from a C corporation to an S corporation?
   Can I change my business from an S corporation to a C corporation?
   Should I incorporate my business?
 
Estate Planning
 Articles
  Estate planning basics
   Estate planning--an introduction
   Facing the possibility of incapacity
   Gift and estate taxes
   Trust basics
   Wills--the cornerstone of your estate plan
 
Tax Planning
 Articles
  General tax planning
   Am I having enough withheld?
   Choosing an income tax filing status
   Help! I can't pay my tax bill
   Income tax planning and 529 plans
   Surviving an audit
   Tax benefits of home ownership
   Tax planning for income
   Tax planning for the self-employed
   Taxation of investments
   Year-end tax planning
  Tax credits and deductions
   Education tax credits
   Personal deduction planning
   Qualifying for the home office deduction
   Understanding personal tax credits
  Taxes and insurance
   Income tax tips: business insurance
   Tax planning for annuities
   Tax planning tips: auto insurance
   Tax planning tips: disability insurance
   Tax planning tips: life insurance
   Tax tips: health insurance
   Tax tips: homeowners insurance
   Tax tips: long-term care insurance
 Decision Tools
  General tax planning
   Accelerating deductions/postponing Income
   Accelerating income/postponing deductions
   Federal individual income tax fundamentals
   Remarriage with children: income tax considerations
  Tax credits and deductions
   Comparison of education tax credits and deductions
   General business tax credits
   Is my home mortgage interest fully deductible?
   Tax credit sampler

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