Individual Tax Briefs

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

Before claiming a charitable deduction for 2025, make sure you can substantiate it (pdf)

If you’re married, should you file jointly or separately (pdf)

Quadrupled SALT deduction limit means more taxpayers will benefit from itemizing on their 2025 (pdf)

Parents - Claim all the tax credits you’re entitled to (pdf)

4 types of interest expense you may be able to deduct (pdf)

April 15 is the deadline for more than just your income tax return (pdf)

It’s your last chance to claim these clean energy tax breaks (pdf)

Don’t miss your opportunity to make a 2025 IRA contribution — whether you can deduct it or not (pdf)

Are you eligible for mileage deductions (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.

Increase your current business deductions under tangible property safe harbors (pdf)

Some small businesses can still benefit from the health care coverage credit (pdf)

To maximize — or not to maximize — depreciation deductions on your 2025 tax return (pdf)

Deferring taxes on advance payments (pdf)

What’s your potential business vehicle deduction.docx (pdf)

Options for forfeited employee FSA balances (pdf)

Business deductions for four-legged coworkers (pdf)

Should your business consider a fiscal year end.docx (pdf)

Debt vs. equity - Classification counts when shareholders put money into their corporations (pdf)