All About Issuing 1099s Workshop Outline

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Money Bootcamp Program [ONGOING]

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Start Here

  • Sunlight Tax LLC - Bootcamp Agreement
  • Checklist For Starting
  • Schedule of live calls (work sessions & live sessions)
  • Community Standards
  • What if I have a question?

Taxes for Artists & Creative Freelancers: Self-Employment

  • Outline for Taxes for Artists content, with resource list
  • Introduction to Artists + Freelance Taxes
  • Quiz - Intro to Artists and Freelance Taxes
  • The W2: When you understand it, you'll understand your own taxes better
  • Quiz - The W2: When you understand it, you'll understand your own taxes better
  • What does a freelancer owe in taxes?
  • Quiz - What Does a Freelancer Owe in Taxes?
  • Paying taxes quarterly
  • Quiz - Paying Taxes Quarterly
  • How to calculate what you owe in tax each quarter
  • Quiz - How to Calculate What You Owe in Tax Each Quarter
  • The Schedule C: Where you report freelance/sole proprietor income
  • Quiz - The Schedule C: Where you report freelance/sole proprietor income
  • Your tacit agreement with the IRS: Profit Motive
  • Quiz - Your Tacit Agreement with the IRS: Profit Motive
  • Losses in your creative practice
  • Quiz - Losses in your Creative Practice
  • Expenses
  • Quiz - Expenses

Deductions

  • Visual Guide to the Schedule C categories
  • What's the deal with receipts? A guideline for artist records
  • Artists' Deductions Deep Dive written outline
  • Artists' Deductions Deep Dive Video
  • Quiz - Artist Deductions Deep Dive

UNDERSTAND: 1099s - How to Issue Them and Know if You Need To

  • All About Issuing 1099s Workshop Outline
  • All About Issuing 1099s Workshop + Q&A
  • Quiz for All About 1099s

Bookkeeping Setup Decision: SPREADSHEET VS. SOFTWARE

  • Bookkeeping Setup Decision_ SPREADSHEET VS. SOFTWARE.pdf

Bookkeeping Setup: SPREADSHEET SYSTEM

  • Spreadsheet training part one: Introduction
  • Spreadsheet training part two
  • Spreadsheet training part three
  • Bonus: Retirement comparison calculator
  • Blank Bookkeeping Workbook for you
  • Sample Artist's spreadsheet to see how it works
  • Bookkeeping Process Guide written outline
  • Bookkeeping Training written outline as you watch video

Bookkeeping Setup: SOFTWARE

  • Visual Guide to the Schedule C categories
  • Bookkeeping for Taxes (w/ QBSE Tutorial) Outline.pdf
  • QuickBooks Self Employed Set Up Checklist.pdf
  • Bookkeeping Checklist.pdf
  • quickbooks-online-vs-quickbooks-self-employed-chart.pdf
  • Basic Accounting Explainer.pdf
  • MD Bookkeeping Business Card.pdf
  • accounting-explainer-bookkeeping.mov
  • bookkeeping-for-taxes.mp4

Legal and Tax Setup for your Business

  • Legal and Tax Setup for Your Business Training
  • Outline for Setting up Your Business: Legal and Accounting Steps

Personal Finance

  • Personal Finance: Written Outline
  • Personal Finance: Tracking Net Worth and Managing Uneven Cash Flow
  • Uneven Cashflow Worksheet
  • Net Worth Statement Worksheet
  • A Personal Finance Cheat Sheet for the Overwhelmed
  • The Personal Finance Attitude Adjustment
  • Managing Uneven Income with Tamara Bates

Save Like a Millionaire: Tax Shelters (IRAs, 401ks, etc)

  • Save Like a Millionaire/Tax Shelters written outline
  • Save Like A Millionaire: Tax Shelters & How to Use Them

GROW: Investing to Grow Wealth: Make a Plan, Keep it Simple

  • Handout for Investing to Grow Your Wealth: How, Why and Tips to Keep it Simple.pdf
  • Investing to Grow Wealth: Tips for Keeping it Simple

Mindset Makeover

  • Making habits that help you