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,...
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Tax planning (2)
How to Manage Taxes in Retirement
You're planning and saving money for a financially secure retirement. Good for you! But don't...
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...
7 Midyear Tax Planning Tips for Individuals
Summer is a good time to reflect on tax planning moves that could lower this year's tax bill. It...
Set up a Tax-Favored ABLE Account for a Family Member with a Disability
Today, most states offer programs that allow you to establish a tax-favored account to cover the...
Planning for Taxable Gains and Losses
What's the difference between capital gains and losses and ordinary gains and losses? The...
Do You Qualify for the 0% Tax Rate for Capital Gains and Dividends?
Many people currently qualify for a 0% federal income tax rateon net long-term capital gains...
Smart Tax Planning Pays Off
If you're financially successful or expect to become so, taxes are or will become one of your...
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....