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Tax Planning

As we are nearing the end of the 2022 tax filing season, I am sure you are thinking the same as most: “How can I pay less next year?” Of course, specific tax advice needs to come from a tax planning professional. Each person...

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The Gray Divorce Checklist

If you’re over the age of 50 and seeking a divorce, there are some factors you should consider before signing...

Tax Time Is Looming. Is Your Small Business Ready?

It’s that time of year again — tax time that is.

Why You Shouldn’t Bank on a Tax Refund

Most people get excited at the thought of a potentially huge tax refund, often to the point that they make...

The IRS $600 Rule, Simplified

There seems to be a lot of confusion around the IRS $600 rule for payments processed on third-party networks. Which...

Must-Knows When Investing for Retirement

Retirement is the single largest goal investors face. It’s the universal goal; everyone wants to become financially independent and be...

4 Tips for Deducting Charitable Donations from Your Taxes

It can be a stretch for households to donate to the less fortunate during the holiday season, but as the…

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from…

Five most overlooked tax deductions

Are you overpaying your taxes? Here’s five overlooked tax deductions.

You may need to make estimated tax payments

Learn more about whether you need to pay estimated taxes.