Individual Tax Briefs

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

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)

How the new Trump Accounts for children will work (pdf)

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)

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.

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)

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)