Individual Tax Briefs

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

Retirement account catch-up contributions can add up (pdf)

5 potential tax implications if you are moving Mom or Dad into a nursing home (pdf)

Pocket a tax break for making energy-efficient home improvements (pdf)

Can you deduct student loan interest on your tax return (pdf)

Disabled family members may be able to benefit from ABLE accounts (pdf)

The tax consequences of employer-provided life insurance (pdf)

Selling your home for a big profit - Here are the tax rules (pdf)

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

Evaluate whether a Health Savings Account is beneficial to 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.

The advantages of using an LLC for your small business (pdf)

If you receive more than $10,00 in cash at your business here's what you must do (pdf)

Planning ahead for 2024 - Should your 401(k) help employees with emergencies (pdf)

Guaranteeing a loan to your corporation - There may be tax implications.docx (pdf)

Divorcing business owners should pay attention to the tax consequences (pdf)

Update on depreciating business assets (pdf)

Spouse-run businesses face special tax issues (pdf)

It's important to understand how taxes factor into M&A transactions (pdf)

2023 Q4 tax calendar - Key deadlines for businesses and other employers (pdf)