Individual Tax Briefs

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

Tax mitigation strategies when rebalancing your investment portfolio (pdf)

Fine-tune your tax withholding after filing your return (pdf)

Moving to a new state, Review the tax implications first. (pdf)

Consider your potential charitable deduction before donating artwork (pdf)

Protect yourself from fraudsters impersonating the IRS and other tax scams (pdf)

Should you make after-tax non-Roth 401k contributions (pdf)

The kiddie tax can apply long after childhood (pdf)

Dont overlook these tax issues after a job loss (pdf)

When the sale of an appreciated home triggers taxes - and when it doesnt (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.

Cost segregation studies can reveal substantial tax savings (pdf)

Tax identity theft, businesses are at risk too (pdf)

Whats a small business and why does it matter. (pdf)

Self employed, don't overlook a Roth IRA (pdf)

Beware of potential tax issues when selling self-created intangibles (pdf)

Self employed - Don't overlook valuable tax deductions. (pdf)

Demystifying like-kind exchanges (pdf)

Dont let the IRS treat your sideline as a hobby (pdf)

Whats the right type of entity for your new business (pdf)