Individual Tax Briefs

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

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)

The benefits of increasing your 401(k) contributions before the year runs out (pdf)

How mortgage points may affect your taxes (pdf)

A charitable remainder trust can provide tax benefits and more (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.

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)

IRS publishes new per diem business travel rates for fiscal year 2027 (pdf)

Payroll tax compliance - New Social Security wage base for 2027 (pdf)

What triggers SE tax, and how can you manage it (pdf)