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Personal Tax (5)

Casualty Losses: How to Claim Deductions and Avoid Pitfalls

Every year, the United States experiences natural and manmade disasters, ranging from hurricanes...

5 Major Tax-Favored Retirement Plan Changes for Individuals under New Law

After months of negotiations, Congress finally passed the long-awaited Setting Every Community Up...

4 Tax Breaks for Home Improvements

Are you contemplating some significant improvements to your home? Whether it's adding a pool to...

Can You Swap Life Insurance for Long-Term Care Insurance?

Do you own a life insurance policy that's no longer essential to your financial goals? You may have...

Double Your Tax Savings with Home Sale Gain Exclusion Plus Like-Kind Exchange

Although the residential real estate market has cooled off in many areas, the values in some...

The IRS Has Announced Various Tax Benefit Increases for 2023

The IRS recently announced many inflation adjustments for the 2023 tax year. IRS Revenue Procedure...

Year-End Tax Planning Tips for Individuals

With year end fast approaching, it's time to consider tax planning moves that may lower taxes for...

Is a Lease with an Option to Buy a Home Right for You?

As interest rates rise and economic uncertainty abounds, many people have decided to lease their...

Are You Taking Advantage of Tax-Free Income Opportunities?

Two things in life are certain: death and taxes. While you can't live forever, there are still some...

New Rules for EV Tax Credits under the IRA

You've probably heard that the newly enacted Inflation Reduction Act of 2022 (IRA) includes a...