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.
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Steve Julal
- Aug 26
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.
Steve Julal
- Aug 13
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.
Steve Julal
- Aug 12
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.
Steve Julal
- Aug 7
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.
Steve Julal
- Aug 5
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.
Steve Julal
- Aug 1
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.
Steve Julal
- Jul 22
2024 Q3 Tax Calendar: Key Deadlines for Businesses
Here are some important tax-related deadlines for businesses and employers in the third quarter of 2024.
Steve Julal
- Jul 18
Social Security Taxes – What We Can Expect in the Future
As inflation continues to rise, so will your Social Security taxes. Taxpayers should anticipate increases but the exact extent is uncertain.
Steve Julal
- Jul 11
Save on Taxes Accrued from Selling Appreciated Land in 3 Steps
Thinking of selling a piece of land that has appreciated over the years? Expect a tax bill that could amount to 24% of your sale, or lower.
Steve Julal
- Jul 2
Selling an Appreciated Vacation Home - Tax Scenarios
Owning a home that has increased in value is typically beneficial. However, the federal income taxes owed from the sale can be complex.
Steve Julal
- Jun 24
Things to Consider when Bringing On A New Business Partner
Adding a new partner to a partnership involves multiple financial and legal considerations. Learn how to avoid the obstacles.
Steve Julal
- Jun 18
The Sneaky Stealth Tax on Social Security Benefits
My social security benefits should be free from federal income taxes, right? Not exactly. Take a look at 3 stealth tax scenarios .
Steve Julal
- Jun 17
Partnership Related Expenses: When are Partners Expected to Incur the Expenses?
Typically, partners are not personally liable for partnership-related expenses, but there are exceptions to this rule. Read More.
Steve Julal
- Apr 17
Keys to Less Painful IRS Audits - With Case Study
Thorough record-keeping and legitimate business expenditures are very important for less painful IRS audits.
Steve Julal
- Apr 10
Updates: Retirement Account Required Minimum Distributions
Here's all you'd need to know about the tax rules for a tax-favored retirement accounts.
Steve Julal
- Apr 8
Tax Rules for Vacation Rental Properties
Are you purchasing a vacation rental house or already own one? You might be curious about the tax implications of renting it out.
Steve Julal
- Apr 3
Q2 2024 Business Tax Dates
Here are some of the key tax-related deadlines that apply to businesses and other employers during the second quarter of 2024.
Steve Julal
- Mar 7
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.
Steve Julal
- Mar 5
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.
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