Individual Tax Briefs

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

Taming the tax tangle if you’re retiring soon (pdf)

Financial relief for families - The benefits of the Child Tax Credit (pdf)

You may be able to make a deductible IRA contribution for last year this year (pdf)

Can I itemize deductions on my tax return (pdf)

The 2024 gift tax return deadline is coming up soon (pdf)

Riding the tax break train - Maximizing employee transportation fringe benefits (pdf)

Turning stock downturns into tax advantages (pdf)

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)

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.

Many business tax limits have increased in 2025 (pdf)

Questions about taxes and tips - Here are some answers for employers (pdf)

Do you have an excess business loss.docx (pdf)

How a business owner’s home office can result in tax deductions (pdf)

Ways to manage the limit on the business interest expense deduction (pdf)

Planning for the future - 5 business succession options and their tax implications (pdf)

6 essential tips for small business payroll tax compliance (pdf)

Turn a summer job into tax savings - Hire your child and reap the rewards (pdf)

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