Whats what with individual tax and the best tips and planning opportunities out there.
Riding the tax break train - Maximizing employee transportation fringe benefits (pdf)
DownloadTurning stock downturns into tax advantages (pdf)
DownloadDeduct a loss from making a personal loan to a relative or friend (pdf)
DownloadWhat tax documents can you safely shred & which ones should you keep (pdf)
DownloadUnderstanding the “step-up in basis” when inheriting assets (pdf)
DownloadThe “wash sale” rule - Don’t let losses circle the drain (pdf)
DownloadStill have tax questions - You’re not alone.docx (pdf)
DownloadThe tax rules for legal awards and settlements - What recipients should know (pdf)
DownloadDigital assets and taxes - What you need to know (pdf)
DownloadWe want to plan ahead, think outside the box and be educated, so read up on some of our small business articles.
Planning for the future - 5 business succession options and their tax implications (pdf)
Download6 essential tips for small business payroll tax compliance (pdf)
DownloadTurn a summer job into tax savings - Hire your child and reap the rewards (pdf)
DownloadExplore SEP and SIMPLE retirement plans for your small business (pdf)
DownloadAn education plan can pay off for your employees — and your business (pdf)
DownloadCorporate business owners - Is your salary reasonable in the eyes of the IRS.docx (pdf)
DownloadCan you turn business losses into tax relief (pdf)
DownloadHiring independent contractors - Make sure you’re doing it right (pdf)
DownloadThe IRS recently announced 2026 amounts for Health Savings Accounts (pdf)
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