Individual Tax Briefs

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

Is college financial aid taxable - A crash course for families (pdf)

Milestone moments - How age affects certain tax provisions (pdf)

Understanding spousal IRAs - A smart retirement strategy for couples (pdf)

What the new tax law could mean for you (pdf)

What families need to know about the new tax law (pdf)

What you still need to know about the alternative minimum tax after the new law (pdf)

Act soon - The OBBBA ends clean energy tax breaks (pdf)

No tax on car loan interest under the new law - not exactly (pdf)

The next estimated tax payment deadline is coming up soon (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.

Startup costs and taxes - What you need to know before filing (pdf)

Tap into the 20% rehabilitation tax credit for business space improvements (pdf)

Significant business tax provisions in the One, Big, Beautiful Bill Act (pdf)

The new law includes favorable changes for depreciating eligible assets (pdf)

The QBI deduction and what’s new in the One, Big, Beautiful Bill Act (pdf)

The new law includes a game-changer for business payment reporting (pdf)

A tax guide to choosing the right business entity (pdf)

Lower your self-employment tax bill by switching to an S corporation (pdf)

Divorcing as a business owner - Don’t let taxes derail your settlement (pdf)