- Change of Name-Form SS-5, Social Security Administration
- Change of Address-Form 8822-IRS
- Change of Withholding-Form W-4-Employer
- Change Your Will
- Change Your Trust
- Change of Name-Form SS-5, Social Security Administration
- Change Your Life Insurance Beneficiary
- Change Your Retirement Accounts Beneficiary
- Change Your Bank Accounts
- Change Your Brokerage Accounts
- Change All Titles and Deeds
- Contact the IRS and State in Reference to Estimated Tax Payments Made
- Change Credit Cards
- Change Ownership of Stocks, Bonds & Mutual Funds
Most Importantly Make an Appointment with Your Tax Advisor ASAP.
- Filing Status
- Tax Estimates
- Sale of Assets
- Dependent Exemptions
Tim Riley MDiv, MBA, EA