News and Updates

Posts about

Personal Tax (6)

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...

FAQs about Disclaiming a Gift or Bequest

For federal gift and estate tax purposes, an individual who's entitled to receive a gift or bequest...

Avoid IRA Rollover Tax Traps

An IRA rollover is usually a tax-smart move, because it allows you to continue to defer taxes on...

Retirement Savers: Consider Using TIPS to Hedge Against Inflation

To help curb record-setting inflation, the Federal Reserve Bank enacted its second consecutive...

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...