Individual Tax Briefs

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

Get tax breaks for energy-saving purchases this year because they may disappear (pdf)

How inflation will affect your 2024 and 2025 tax bills (pdf)

Senior tax-saving alert - Make charitable donations from your IRA (pdf)

Your guide to Medicare premiums and taxes (pdf)

Adoption tax credits - Easing the financial journey of parenthood (pdf)

Savings bonds and taxes - What you need to know (pdf)

Maximize your 401(k) in 2025 - Smart strategies for a secure retirement (pdf)

Saving for college - Tax breaks and strategies your family should know (pdf)

Do you have questions about taking IRA withdrawals - We’ve got answers.docx (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.

Self-employment tax - A refresher on how it works (pdf)

When can you deduct business meals and entertainment.docx (pdf)

Healthy savings - How tax-smart HSAs can benefit your small business and employees (pdf)

Drive down your business taxes with local transportation cost deductions (pdf)

The tax treatment of intangible assets (pdf)

Operating as a C corporation - Weigh the benefits and drawbacks (pdf)

Understanding the Work Opportunity Tax Credit (pdf)

How Section 1231 gains and losses affect business asset sales (pdf)

Small business strategy - A heavy vehicle plus a home office equals tax savings (pdf)