Individual Tax Briefs

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

Deduct a loss from making a personal loan to a relative or friend (pdf)

What tax documents can you safely shred & which ones should you keep (pdf)

Understanding the “step-up in basis” when inheriting assets (pdf)

The “wash sale” rule - Don’t let losses circle the drain (pdf)

Still have tax questions - You’re not alone.docx (pdf)

The tax rules for legal awards and settlements - What recipients should know (pdf)

Digital assets and taxes - What you need to know (pdf)

Tax breaks in 2025 and how The One, Big, Beautiful Bill could change them (pdf)

Are you missing a valuable tax deduction for Medicare premiums (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.

Explore SEP and SIMPLE retirement plans for your small business (pdf)

An education plan can pay off for your employees — and your business (pdf)

Corporate business owners - Is your salary reasonable in the eyes of the IRS.docx (pdf)

Can you turn business losses into tax relief (pdf)

Hiring independent contractors - Make sure you’re doing it right (pdf)

The IRS recently announced 2026 amounts for Health Savings Accounts (pdf)

Planning a summer business trip - Turn travel into tax deductions.docx (pdf)

5 tax breaks on the table - What business owners should know about the latest proposals (pdf)

The One, Big, Beautiful Bill could change the deductibility of R&E expenses (pdf)