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 8879-emp, e-file authorization for employment tax return

IRS Form 8879-EMP Instructions

When filing an employment tax return, the taxpayer may choose to allow their tax professional to electronically sign the federal tax returns on his or her behalf. The donor can…
irs form 8879-eg, e-file authorization for forms 709 and 709-NA

IRS Form 8879-EG instructions

When filing a gift tax return, the donor may choose to allow their tax professional to electronically sign the federal tax returns on his or her behalf. The donor can…
irs form 8453-pe, E-file Declaration for Form 1065

IRS Form 8453-PE Instructions

If you’re filing a partnership tax return, you may see IRS Form 8453-PE, E-file Declaration for Form 1065. This article will walk you through what you should know about this…
irs form 709, United States Gift (and Generation-Skipping Transfer) Tax Return

IRS Form 709 Instructions

If you made a taxable gift during the year, you may need to report that gift to the Internal Revenue Service on IRS Form 709, United States Gift (and Generation-Skipping…
irs form 5558, Application for Extension of Time To File Certain Employee Plan Returns

IRS Form 5558 Instructions

If you are a single employer looking for an extension of time to file a tax return regarding your employee benefit plan, you might need to complete IRS Form 5558,…
form ssa 1696, claimant's appointment of a representative

Form SSA 1696 Instructions

If you’ve asked someone to help you claim Social Security benefits, you might be asked to complete a number of SSA forms. One of them is likely to be SSA…

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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