Individual Tax Briefs

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

Are you eligible for mileage deductions (pdf)

Your post-tax-filing checklist (pdf)

Individual tax calendar - Key deadlines for the remainder of 2026 (pdf)

Tax mitigation strategies when rebalancing your investment portfolio (pdf)

Fine-tune your tax withholding after filing your return (pdf)

Moving to a new state, Review the tax implications first. (pdf)

Consider your potential charitable deduction before donating artwork (pdf)

Protect yourself from fraudsters impersonating the IRS and other tax scams (pdf)

Should you make after-tax non-Roth 401k contributions (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.

ACA penalties may still apply — and they’re increasing for 2026 (pdf)

Material participation - Why it matters for LLP and LLC owners (pdf)

Unlock tax-free gains with QSB stock (pdf)

Cost segregation studies can reveal substantial tax savings (pdf)

Tax identity theft, businesses are at risk too (pdf)

Whats a small business and why does it matter. (pdf)

Self employed, don't overlook a Roth IRA (pdf)

Beware of potential tax issues when selling self-created intangibles (pdf)

Self employed - Don't overlook valuable tax deductions. (pdf)