Individual Tax Briefs

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

How savings bonds are taxed (pdf)

Year-end giving to charity or loved ones (pdf)

Strategies for investors to cut taxes as year-end approaches (pdf)

Answers to your questions about taking withdrawals from IRAs (pdf)

If you are selling stock by year-end watch out for the wash sale rule (pdf)

SECURE 2.0 law may make you more secure in retirement (pdf)

Tax-wise ways to save for college (pdf)

Tax-saving ways to help pay for college - once your child starts attending (pdf)

Why you might want to file early and answers to other tax season questions (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.

Intangible assets - How must the costs incurred be capitalized (pdf)

Choosing a business entity - Here are the pros and cons of a C corporation (pdf)

Do you qualify for the QBI deduction. And can you do anything by year-end to help qualify. (pdf)

2023 Q1 tax calendar - Key deadlines for businesses and other employers (pdf)

How to minimize the S corporation LIFO recapture tax (pdf)

The standard business mileage rate is going up in 2023 (pdf)

Employers should be wary of ERC claims that are too good to be true (pdf)

How the new SECURE 2.0 law may affect your business (pdf)

Forms W-2 and 1099-NEC are due to be filed soon (pdf)