Individual Tax Briefs

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

Midyear tax planning - Review opportunities to save taxes this year or next (pdf)

Before you spend lottery, gambling or other winnings, understand the tax rules (pdf)

How what you donate impacts your tax deductions (pdf)

Be tax-smart with your mutual fund investments (pdf)

Tax tips for parents with kids heading to college this fall (pdf)

Disability benefits may have income tax consequences you don’t expect (pdf)

Sometimes how much is in tax-deferred retirement accounts may be too much (pdf)

Educators may be able to claim 2 deductions for 2026 classroom expenses (pdf)

Tax planning for real estate investors (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.

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

Selecting a tax accounting method for your small business (pdf)

FAQs about resolving small business tax issues (pdf)

The new and improved credit for employer provided child care (pdf)

When an employee’s Form W-4 raises red flags (pdf)

Could the New Markets Tax Credit benefit your business (pdf)

Tax essentials for sole proprietors (pdf)

Let’s trade! Business bartering is still taxable (pdf)

How to avoid and correct common payroll tax mistakes (pdf)