Individual Tax Briefs

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

Social Security benefits - Do you have to pay tax on them (pdf)

Your estate plan - Don't forget about income tax planning (pdf)

Vehicle expenses - Can individual taxpayers deduct them (pdf)

How disability income benefits are taxed (pdf)

How to qualifty for a powerful tax credit if you are interested in an EV (pdf)

The kiddie tax - Does it affect your family (pdf)

How to avoid the early withdrawal tax penalty on IRA distributions (pdf)

Here's how to check if your withholding is adequate (pdf)

Estimated tax payments - Who owes them and when is the next one due (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.

Help when needed - Apply the research credit against payroll taxes (pdf)

Is your corporation eligible for the dividends-received deduction (pdf)

Businesses will soon be able to deduct more under the standard mileage rate (pdf)

How do taxes factor into an M&A transaction (pdf)

The tax obligations if your business closes its doors (pdf)

Important considerations when engaging in a like-kind exchange (pdf)

Three tax breaks for small businesses (pdf)

How to treat business website costs for tax purposes (pdf)

Is your business required to report employee health coverage (pdf)