Individual Tax Briefs

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

Understanding the most common IRS notices (pdf)

5 potential tax breaks to know before moving a parent into a nursing home (pdf)

Making the most of the new deduction for seniors (pdf)

Boost your tax savings by donating appreciated stock instead of cash (pdf)

The 2025 SALT deduction cap increase might save you substantial taxes (pdf)

Is an HDHP plus an HSA a financially smart health care option for you (pdf)

How the Social Security wage base will affect your payroll taxes in 2026 (pdf)

Shift income to take advantage of the 0% long-term capital gains rate (pdf)

New itemized deduction limitation will affect high-income individuals next year (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 tax traps of personally guaranteeing a loan to your corporation (pdf)

The 2025–2026 “high-low” per diem business travel rates are here (pdf)

There’s still time for businesses to benefit from clean energy tax breaks (pdf)

Should your business maximize deductions for real estate improvements now or spread them out (pdf)

Review your business expenses before year end (pdf)

Year-end tax planning for accrual-basis taxpayers (pdf)

What you need to know about deducting business gifts (pdf)

New deduction for QPP can save significant taxes for manufacturers and similar businesses (pdf)

How will taxes affect your merger or acquisition (pdf)