top of page
ARTICLES
Search


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


Pension-Linked Emergency Savings Account (PLESA) - Should your Business Offer it to Its Employees?
The Pension-Linked Emergency Savings Account (PLESA) offers a new benefit option for employees facing emergencies. Read to learn more.
Feb 19, 2024


FICA Tax Credits on Employee Tip Wages
Operating a business in which your employees receive tips may present additional tax credits for you as a business owner. Read to learn more
Feb 16, 2024


Married Couples: Should You File Jointly or Separately?
Whether to file joint or separate tax returns when married depends on various factors. Discover what factors you should consider.
Feb 15, 2024


Donate to Charity Last Year? Support your Tax Claims with the Proper Documents
Did you donate to charity last year? Make sure you have the proper documentation in order to submit along with your returns.
Feb 12, 2024


The Tax Implications to Retiring in a Different State
Approaching retirement? You may think about moving to another state, but here's what you need to know before making that move.
Feb 7, 2024


Defer a Current Tax Bill with a Like-Kind Exchange
Considering a like-kind exchange to defer a tax bill, read more to learn how to do it.
Feb 5, 2024


The Standard Business Mileage Rate is Increasing in 2024
The standard deduction rate is increasing from 65.5 cents to 67 cents - accounting for the national increase in gas prices. Learn more.
Jan 31, 2024
bottom of page