Resources

TAX UPDATES AND TAX PLANNING

Tax Key Numbers 2021Download
Tax Key Numbers 2020Download
The Taxpayer RoadmapDownload

PERSONAL FINANCIAL PLANNING

A Guide to Financial Decisions – Implementing an End of Life PlanDownload
Savings Fitness – A Guide to Your Money and Your Financial FutureDownload

EDUCATION PLANNING

College Preparation ChecklistDownload
College Board Trends College Pricing and Student Aid 2020 Full ReportDownload
College Board Trends College Pricing 2019 Full ReportDownload
College Board Trends Student Aid 2019 Full ReportDownload
College Board Education Pays 2019 Full ReportDownload

RETIREMENT PLANNING

What You Should Know about Your Retirement PlanDownload
How to Roll Over Your Employer Retirement Plan AssetsDownload
401(k) Enrollment KitDownload
401(k) Plan FeesDownload
IRS Publication 3998 Choosing a Retirement SolutionDownload
IRS Publication 4222 – 401(k) for Small BusinessesDownload
IRS Publication 4333 – SEP Retirement PlansDownload
IRS Publication 4334 – SIMPLE IRA Retirement PlansDownload
IRS Publication 4530 – Designated Roth Accounts under 401(k) and 403(b)Download
IRS Publication 4587 – Payroll Deduction IRAs for Small BusinessesDownload
IRS Publication 4674 – Automatic Enrollment 401(k) PlansDownload
IRS Publication 4721 – Adding Automatic Enrollment to Your 401(k) PlanDownload
IRS Publication 4806 – Profit Sharing Plans for Small BusinessDownload

SOCIAL SECURITY BENEFITS

Social Security Administration Key Numbers Updated for 2021Download
Social Security Administration Fact Sheet 2021Download
Understanding Supplemental Security Income 2020Download

MEDICARE, MEDICAID AND HEALTHCARE

Medicare Handbook 2021Download
Medicare Costs 2020Download
NYS Medicaid Chart – Income and Resource Limit 2020Download

IMMIGRATION

Immigrant Eligibility Handbook for Publicly Funded Health Care BenefitsDownload
Public Charge and Immigrant Eligibility for Public BenefitsDownload

NONRESIDENT ALIEN U.S. TAXATION

美国税收居民认定规则Download
中国国家税务总局颁布 — 中国居民赴美投资税收指南Download

OTHER RESOURCES

Housing NYC – Rents, Markets and Trends 2020Download
Location 42-35 Main Street, Suite CD Flushing, NY 11355 Phone 718-683-5448 E-mail info@mczhangcpa.com Hours Monday to Friday: 11:00 am – 7:00 pm, Sunday: 11:00 am - 6:00 pm (tax season only)
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