top of page
ARTICLES
Search


Lower your Tax Bill with Year-End Tax Strategies
Plan tax-saving strategies for 2024. Maximize deductions, delay income, contribute to retirement, and donate smartly from IRAs.
Oct 9, 2024


Using the Electric Vehicle (EV) Tax Credit
Electric vehicles are on the rise, boosted by a $7,500 tax credit. Check if you qualify and learn how to take advantage of this incentive.
Oct 7, 2024


Avoid Taxable IRA Withdrawals with Certain Charitable Donations
If you enjoy donating to charity and are required to take withdrawals from your traditional IRA, you might be able to save on taxes.
Oct 2, 2024


Are you Liable for Two Additional Taxes on your Income?
If your income is high, you may owe two extra taxes: NIIT and Medicare. They can increase your tax bill but plan ahead to reduce its impact.
Sep 12, 2024


Innocent Spouse Relief - What is it, and how does it work?
Have you ever ended up with a surprise tax bill because of something your spouse or ex-spouse did. You may be eligible for relief.
Sep 11, 2024


The Tax Implications of Disability Income Benefits
Do you rely on disability income, or know someone who does? Here's what you need to know about how that income is taxed.
Sep 6, 2024


6 Tax-Free Income Opportunities
Believe it or not, there are legitimate ways to earn tax-free income and gains. Here are six tax-free income opportunities.
Sep 5, 2024


Owe in Estimated Taxes? What’s Next for You
Owe in federal taxes? The third installment for 2024 is due on Monday, September 16. Contact us to make a plan to pay.
Aug 26, 2024


Available Tax Breaks when Caring for an Elderly Relative
Caring for an elderly relative brings many personal rewards, and you might also be eligible for tax breaks. Here are four to consider.
Aug 13, 2024


Planning your Estate? Consider these Strategies to Save in Future Taxes
With the high federal estate tax exemption for 2024, many people aren't worried about estate taxes. However, you might want to reconsider.
Aug 12, 2024


The Tax Consequences of Selling Mutual Funds
Investing in mutual funds is popular, but selling shares can lead to complex tax issues. Here are the rules you need to know.
Aug 7, 2024


Getting Divorced? Don’t Get Blindsided by These 6 Key Tax Issues
Getting a divorce can be a difficult & painful process. Avoid adding financial stress to the situation by understanding 6 key tax issues.
Aug 5, 2024


What to Expect as the Tax Cuts and Jobs Act (TCJA) Provisions are Scheduled to Expire
On December 31, 2025, the TCJA and other tax provisions are set to expire. Here are 4 possible outcomes to prepare for.
Aug 1, 2024


Job loss is difficult, and the tax implications can make it even more challenging
Losing a job is difficult, and the tax implications can make it even more challenging.
May 20, 2024


Don’t have a Tax-Favored Retirement Plan?
Don’t have a tax-favored retirement plan? Set one up now
May 15, 2024


3 Tips to Follow after you File your Tax Return
Taxes are filed and accepted! After filing, follow these 3 tips.
Apr 23, 2024


Updates: Retirement Account Required Minimum Distributions
Here's all you'd need to know about the tax rules for a tax-favored retirement accounts.
Apr 10, 2024


9 Tax Considerations when Starting a Business as a Sole Proprietor
When embarking on a small business endeavor as a sole proprietor, there are nine key tax factors to consider. Read to learn more.
Mar 12, 2024


Build a Tax Favored Retirement with an IRA
Do you have a traditional or Roth IRA? Did you know your contributions can be used as a tax deduction? Learn how.
Mar 7, 2024


What is the Kiddie Tax? Who Does it Affect?
Kiddie tax are tax rules applicable to unearned income of children under the age 19 or if a college student, under the age 24. Read More.
Mar 5, 2024
bottom of page