Individual Tax Briefs

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

6 tax-free income opportunities (pdf)

Is your home office a tax haven - Here are the rules for deductions (pdf)

Make year-end tax planning moves before it’s too late! (pdf)

Can homeowners deduct seller-paid points as the real estate market improves (pdf)

Unlock your child’s potential by investing in a 529 plan (pdf)

Maximize your year-end giving with gifts that offer tax benefits (pdf)

You don’t have to be in business to deduct certain vehicle expenses (pdf)

The nanny tax, What household employers need to know (pdf)

Unlocking the mystery of taxes on employer-issued nonqualified stock options (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.

2024 Q4 tax calendar - Key deadlines for businesses and other employers (pdf)

Understanding your obligations - Does your business need to report employee health coverage.docx (pdf)

Advantages of keeping your business separate from its real estate (pdf)

How your business can prepare for and respond to an IRS audit (pdf)

Employers - In 2025, the Social Security wage base is going up (pdf)

How can you build a golden nest egg if you’re self-employed.docx (pdf)

From flights to meals - A guide to business travel tax deductions (pdf)

The amount you and your employees can save for retirement is going up slightly in 2025 (pdf)

Self-employment tax - A refresher on how it works (pdf)