Individual Tax Briefs

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

Seniors, can you deduct Medicare premiums (pdf)

If you're selling your home, don't forget about taxes (pdf)

What qualifies as a coronavirus-related distribution from a retirement plan (pdf)

Some people are required to return Economic Impact Payments that were sent erroneously (pdf)

3 issues to consider afer you file your tax return (pdf)

Conduct a paycheck checkup to make sure your witholding is adequate (pdf)

Take advantage of a stepped-up basis when you inherit property (pdf)

Are scholarships tax-free or taxable (pdf)

The tax implications of employer-provided life insurance (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.

Business meal deductions, the current rules amid proposed changes (pdf)

If you have rioting damage at your business you may be able to claim casualty loss deductions (pdf)

Good records are the key to tax deductions and trouble-free IRS audits (pdf)

How to treat start-up expenses on your tax return if you are launching a business (pdf)

Steer clear of the Trust Fund Recovery Penalty (pdf)

Businesses get ready for the new Form 1099-NEC (pdf)

Even if no money changes hands, bartering is a taxable transaction (pdf)

Why do partners sometimes report more income on tax returns than they receive in cash (pdf)

File cash transaction reports for your business - on paper or electronically (pdf)