Individual Tax Briefs

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

Unlock your child’s potential by investing in a 529 plan (pdf)

Maximize your year-end giving with gifts that offer tax benefits (pdf)

You don’t have to be in business to deduct certain vehicle expenses (pdf)

The nanny tax, What household employers need to know (pdf)

Unlocking the mystery of taxes on employer-issued nonqualified stock options (pdf)

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)

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.

Employers - In 2025, the Social Security wage base is going up (pdf)

How can you build a golden nest egg if you’re self-employed.docx (pdf)

From flights to meals - A guide to business travel tax deductions (pdf)

The amount you and your employees can save for retirement is going up slightly in 2025 (pdf)

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)