Individual Tax Briefs

Whats what with individual tax and the best tips and planning opportunities out there.

Teachers and others can deduct eligible educator expenses this year — and more next year and beyond (pdf)

Payroll tax implications of new tax breaks on tips and overtime (pdf)

The power of catch-up retirement account contributions after 50 (pdf)

Understanding the most common IRS notices (pdf)

5 potential tax breaks to know before moving a parent into a nursing home (pdf)

Making the most of the new deduction for seniors (pdf)

Boost your tax savings by donating appreciated stock instead of cash (pdf)

The 2025 SALT deduction cap increase might save you substantial taxes (pdf)

Is an HDHP plus an HSA a financially smart health care option for you (pdf)

Small Business Tax Briefs

We want to plan ahead, think outside the box and be educated, so read up on some of our small business articles.

New rules could boost your R&E tax savings in 2025 (pdf)

If you run a business with your spouse you may encounter unique tax issues (pdf)

Receive $10,000 in cash at your business - The IRS wants to know about it (pdf)

Tax Court case provides lessons on best recordkeeping practices for businesses (pdf)

The tax traps of personally guaranteeing a loan to your corporation (pdf)

The 2025–2026 “high-low” per diem business travel rates are here (pdf)

There’s still time for businesses to benefit from clean energy tax breaks (pdf)

Should your business maximize deductions for real estate improvements now or spread them out (pdf)

Review your business expenses before year end (pdf)