Teach Me Personal Finance

My #1 goal is to make it easy to learn about personal finances.
I believe smart money decisions come from being informed about your choices.

Hi, I’m Forrest Baumhover

Learn More About Money, Tax planning, and Social Security

I’m a Certified Financial Planner, tax practitioner, retired Navy veteran, and writer. I love to write articles on financial topics that help everyday people learn more about money. I especially like exploring financial planning subjects that no one else has tackled before, writing about IRS tax forms, and helping people with financial questions they haven’t found the answers to.

Learn more about your finances here at Teach Me! Personal Finance, with Forrest Baumhover

Tax Planning

Tax planning is fundamental to financial planning. These articles outline how to achieve your financial goals without paying more taxes than you have to.

Latest Personal finance Articles

My most recent personal finance tips, tutorials, and tax walkthroughs.

irs form 4506-a, request for a copy of exempt or political organization irs form

IRS Form 4506-A Instructions

The Internal Revenue Code allows certain organizations to maintain a tax-exempt status as long as they comply with certain requirements, such as keeping certain documents available for inspection. You can…
irs form 4506-b, Request for a Copy of Exempt Organization IRS Application or Letter

IRS Form 4506-B Instructions

The Internal Revenue Code allows certain organizations to maintain a tax-exempt status as long as they comply with certain requirements, such as keeping certain documents available for inspection. You can…
irs form 8922, third party sick pay recap

IRS Form 8922 Instructions

When third-party sick pay is paid, employers or their third-party payer must reconcile federal and FICA taxes withheld from eligible sick pay with the information reported on their employment tax…
irs form 1040-es, estimated tax

IRS Form 1040-ES Instructions

If you owed more than $1,000 with last year’s tax return, or if you paid an additional tax for not paying enough taxes over the course of the year, you…
irs form 8882, credit for employer-provided childcare facilities and services

IRS Form 8882 Instructions

Employers who invest in childcare assistance for their employees may be able to take a tax credit for a portion of their expenses by filing IRS Form 8882, Credit for…
irs form 8958, allocation of tax amounts between certain individuals in community property states

IRS Form 8958 Instructions

If you live in a community property state, or are a registered domestic partner, and you file separate tax returns, then you may need to file IRS Form 8958, Allocation…

Retirement Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

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