Business Owners: Failure to Substantiate Donations Can Be Costly
Charitable donations can provide businesses with significant tax savings. But for gifts over a...
Top 10 Tax Breaks to Consider on Extended Returns
If you requested an extensionfor your 2023 federal income tax return, you have until six months...
Computing Tax Basis Counts when Selling a Highly Appreciated Home
Residential real estate prices in many markets have surged over the last few years. As a homeowner,...
IRS Issues New Final Regs on RMDs
The IRS has just released final regulations on required minimum distributions (RMDs) from qualified...
How to Protect Your Business from Payroll Fraud Schemes
Payroll fraud is a threat to any business that pays employees or contractors. Unfortunately, this...
Savvy Homebuying Option: Take Out a 401(k) Loan, Then Recast Your New Mortgage
Are you in the market to buy a new home? If you already own a home, most of your liquidity may be...
How to Manage Taxes in Retirement
You're planning and saving money for a financially secure retirement. Good for you! But don't...
Beware of the Potential Tax Bill When Selling Your Home
Prices in many residential real estate markets have surged over the last few years. As a result,...
What Can Your Small Business Do Now to Lower Taxes for 2024?
Summer is a good time to take stock of how your small business is doing this year and consider...
Important Things to Know about 529 College Savings Account Withdrawals
Have you set up Section 529 college savings plans for your children or grandchildren? The major...