Individual Tax Briefs

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

Savings bonds and taxes - What you need to know (pdf)

Maximize your 401(k) in 2025 - Smart strategies for a secure retirement (pdf)

Saving for college - Tax breaks and strategies your family should know (pdf)

Do you have questions about taking IRA withdrawals - We’ve got answers.docx (pdf)

Early bird tips - Answering your tax season questions (pdf)

Looking ahead to 2025 tax limits as you prepare to file your 2024 return (pdf)

Taming the tax tangle if you’re retiring soon (pdf)

Financial relief for families - The benefits of the Child Tax Credit (pdf)

You may be able to make a deductible IRA contribution for last year this year (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.

The tax treatment of intangible assets (pdf)

Operating as a C corporation - Weigh the benefits and drawbacks (pdf)

Understanding the Work Opportunity Tax Credit (pdf)

How Section 1231 gains and losses affect business asset sales (pdf)

Small business strategy - A heavy vehicle plus a home office equals tax savings (pdf)

The standard business mileage rate increased in 2025 (pdf)

Businesses - The Form W-2 and 1099-NEC deadline is coming up fast (pdf)

Many business tax limits have increased in 2025 (pdf)

Questions about taxes and tips - Here are some answers for employers (pdf)