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Tax planning (4)

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....

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...