Individual Tax Briefs

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

Social Security tax update - How high can it go (docx)

Certain charitable donations allow you to avoid taxable IRA withdrawals (pdf)

Planning your estate - Don't overlook income taxes (pdf)

Six tax issues to consider if you’re getting divorced (pdf)

How are Series EE savings bonds taxed (pdf)

The tax implications of disability income benefits (pdf)

Do you owe estimated taxes - If so, when is the next one due (pdf)

Working remotely is convenient, but it may have tax consequences (pdf)

6 tax-free income opportunities (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.

2024 Q3 tax calendar - Key deadlines for businesses and other employers (pdf)

Be aware of the tax consequences of selling business property (pdf)

If your business has co-owners, you probably need a buy-sell agreement (pdf)

Closing a business involves a number of tax responsibilities (pdf)

Business website expenses - How they’re handled for tax purposes (pdf)

The possible tax landscape for businesses in the future (pdf)

Understanding taxes on real estate gains (pdf)

Cash or accrual accounting - What's best for tax purposes (pdf)

It’s time for your small business to think about year-end tax planning (pdf)