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Tax planning

Ready, Set, Retire

Have you given any thought to your retirement? Even if you don't expect to retire anytime soon, the...

Making a Loan to a Family Member to Help with a Home Purchase

Interest rates on residential mortgage loans have increased significantly over the last few years....

Two Important Breaks for Mature Taxpayers to Consider

If you're an "experienced" taxpayer, you're probably entitled to some age-based federal income tax...

Withdrawing Cash from Your C Corporation

C corporation ownersoften need to take cash out of the business to pay personal expenses or to...

QBI Deduction: Use It or (Possibly) Lose It

The qualified business income (QBI) deduction is available to eligible individuals through 2025....

Bask in Tax Breaks for Vacation Home Rentals

Do you own a vacation home in the mountains or near the water where you can enjoy some much-needed...

Dos and Don’ts for Business Expense Deductions

As tax seasonheats up, companies of all kinds and sizes will be on the hunt for ways to reduce...

How Employer-Issued incentive stock options May Affect Your Taxes

Employer stock options are a potentially valuable asset for recipient employees, especially those...

Tax Complexities Related to the Use of a Student-Athlete’s Name, Image and Likeness

The days of pure amateur athletes performing for our nation's colleges are officially over. In the...

Itemizing Deductions on Your Federal Income Tax Return

Once the 2023 tax year is over and the numbers are generally set in stone, you can itemize...