News and Updates

Posts about

Personal Tax

401(k) Loans: Yay or Nay?

In today’s tough economy, you may find yourself struggling to cover your day-to-day expenses. But...

Watch Out for Scam Charities

Have you been contacted by a charity that pulls on your heartstrings and persuades you to open your...

How Will Inflation Affect Your 2023 Tax Bill?

Inflation has been surging this year. The June 2022 consumer price index (CPI) was up 9.1% year...

Time to Review Related-Party Loans

Interest rates have been at historical lows for several years. This situation may have prompted you...

Mid-Year Tax Planning Ideas for Individuals

The 2022 tax year is well underway, and year end will be here before you know it. Summer is a good...

Should You Transfer Your Home to Your Adult Child?

Buying a house in today's overheated real estate market can be challenging—especially as mortgage...

Oops … Do You Need to Amend Your Tax Return?

The COVID pandemic prompted numerous temporary changes to the tax laws for 2020 and 2021. From...

Do You Know the Tax Consequences of Selling Appreciated Land?

Individual taxpayers who own appreciated vacant land should know the tax consequences before they...

Health Savings Account Limits for 2023

With Health Savings Accounts (HSAs), individuals and businesses buy less expensive health insurance...

9 Ways to Bask in Summer Tax Savings

Remember the excitement of the last day of the school year? Many adults have fond childhood...