Client Handouts in Onvio Advisory

You can provide handouts to your clients that contain tax and small business oriented information. This information will help your clients stay current with tax law changes and help address client-specific scenarios in an easy-to-understand format.

Available Client Handouts

Individual Tax

  • Charitable Contributions
  • Children
  • Compensation Plans
  • Divorce
  • Education
  • Elderly
  • Estate and Gift Taxes
  • Other Individual Taxes
  • Real Estate
  • Residences and Vacation Homes
  • Retirement Plans
  • Sole Proprietors
  • Stocks, Bonds, and Mutual Funds

Business Tax

  • Business Dispositions
  • Business Financing
  • Business Formation and Start-Up
  • Business Property Cost Recovery
  • Business Valuation
  • Buy / Sell Agreements
  • C Corporations
  • Dealings with Business Owner
  • Employer Retirement Plans
  • Fringe Benefits
  • LLCs and Partnerships
  • Personnel and Compensation
  • S Corporations
  • Small Business Government Resources
  • Sole Proprietorship Planning
  • Travel, Meals, and Entertainment

The availability of some or all of these features depends on the applications your firm has licensed and the permissions your firm’s administrator has enabled for you.


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