Individual Tax Briefs

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

Is an HDHP plus an HSA a financially smart health care option for you (pdf)

How the Social Security wage base will affect your payroll taxes in 2026 (pdf)

Shift income to take advantage of the 0% long-term capital gains rate (pdf)

New itemized deduction limitation will affect high-income individuals next year (pdf)

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)

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.

Review your business expenses before year end (pdf)

Year-end tax planning for accrual-basis taxpayers (pdf)

What you need to know about deducting business gifts (pdf)

New deduction for QPP can save significant taxes for manufacturers and similar businesses (pdf)

How will taxes affect your merger or acquisition (pdf)

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)