The tax rules for legal awards and settlements: What recipients should know
If you’ve recently received a settlement or award from a [...]
Still have tax questions? You’re not alone
Even after your 2024 federal return is submitted, a few [...]
The “wash sale” rule: Don’t let losses circle the drain
Stock, mutual fund and ETF prices have bounced around lately. [...]
Explore SEP and SIMPLE retirement plans for your small business
Suppose you’re thinking about setting up a retirement plan for [...]
What tax documents can you safely shred? And which ones should you keep?
Once your 2024 tax return is in the hands of [...]
An essential tax deadline is coming up — and it’s unrelated to your 2024 return filing
Tuesday, April 15 is the deadline for filing your 2024 [...]
Discover if you qualify for “head of household” tax filing status
When we prepare your tax return, we’ll check one of [...]
Deduct a loss from making a personal loan to a relative or friend
Suppose your adult child or friend needs to borrow money. [...]
Planning for the future: 5 business succession options and their tax implications
When it’s time to consider your business’s future, succession planning [...]
Riding the tax break train: Maximizing employee transportation fringe benefits
There are some nice tax breaks for transportation-related employee fringe [...]
