Individual Tax Briefs

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

Have you used up your 2025 FSA funds (pdf)

There’s still time to save 2025 taxes (pdf)

Checking off RMDs on the year-end to-do list (pdf)

Changes to charitable donation deductions are on the horizon (pdf)

More individuals with disabilities will be eligible for tax-advantaged ABLE accounts in 2026 (pdf)

A new year means new tax figures for individuals (pdf)

If you suffered a disaster, you may be eligible for a casualty loss tax deduction (pdf)

When medical expenses are — and aren’t — tax deductible (pdf)

Tax filing FAQs for individuals (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.

6 last-minute tax tips for businesses (pdf)

New law eases the limitation on business interest expense deductions for 2025 and beyond (pdf)

Significant changes to information reporting go into effect for the 2026 tax year (pdf)

Avoiding inadvertent S corp termination (pdf)

Important 2026 tax figures for businesses (pdf)

Not all “business” expenses are tax deductible (pdf)

Tax filing update for pass-through entities (pdf)

Is your business ready for the tax deadline that’s on Groundhog Day this year.docx (pdf)

There’s still time to set up a SEP and reduce your 2025 taxes (pdf)