Individual Tax Briefs

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

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)

Remote work can complicate your state taxes (pdf)

Restricted stock deserves attention before year end (pdf)

What higher 2026 AMT risk may mean for your year-end tax planning (pdf)

Working teens can maximize the power of tax deferred — or tax-free — compounding with an IRA (pdf)

Separating or divorcing this year - Consider these tax issues before year end (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.

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)

Repair or improvement - Does the distinction matter under current tax law (pdf)

5 tax-smart ways to take cash out of your C corporation (pdf)

What are the tax implications of cryptocurrency transactions (pdf)

Consider an installment sale to optimize taxes when selling your business (pdf)

Business owner FAQs about IRS audits (pdf)

Expecting a big revenue year - Consider tax moves before year end (pdf)