Individual Tax Briefs

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

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)

Is college financial aid taxable - A crash course for families (pdf)

Milestone moments - How age affects certain tax provisions (pdf)

Understanding spousal IRAs - A smart retirement strategy for couples (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.

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)

DOs and DON’Ts to help protect your business expense deductions (pdf)

Startup costs and taxes - What you need to know before filing (pdf)

Tap into the 20% rehabilitation tax credit for business space improvements (pdf)