Individual Tax Briefs

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

Can taxpayers who manage their own investment portfolios deduct related expenes (pdf)

There's currently a stepped-up basis if you inherit property - but will it last (pdf)

You may have loads of student debt, but it may be hard to deduct the interest (pdf)

5 possible tax aspects of a parent moving into a nursing home (pdf)

ABLE accounts may help disabled or blind family members (pdf)

Here are the tax consequences if your employer provides life insurance (pdf)

Planning for year-end gifts with the gift tax annual exclusion (pdf)

Will you owe tax on the profit from selling a home (pdf)

Is a Health Savings Account right for you (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.

Getting a new business off the ground - How start-up expenses are handled on your tax return (pdf)

The deductibility of corporate expenses covered by officers or shareholders (pdf)

Is an LLC the right choice for your small business (pdf)

Large cash transactions with your business must be reported to the IRS (pdf)

If you are getting a divorce be aware of tax implications if you own a business (pdf)

Find out what IRS auditors know about your business industry (pdf)

Claiming a theft loss deduction if your business is the victim of embezzlement (pdf)