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January 15, 2020

Congress Passes Last-Minute Tax Changes

Article Highlights: Discharge of Qualified Principal Residence Indebtedness Mortgage Insurance Premiums Above-the-Line Deduction for Qualified Tuition and Related Expenses Medical AGI Limits Residential Energy (Efficient) Property […]
January 10, 2020

Your Guide to Using 529 College Savings Plans

When it comes to saving for your child’s future college expenses, 529 college savings plans are one of the most popular options — and for good […]
January 2, 2020

How to Clean Up QuickBooks for 2020

We know December is a busy month. However, take some time now to make sure QuickBooks is ready for 2020. Yes, it’s here again: the end […]
December 17, 2019

Take Tax Advantage of a Low-Income Year

Article Highlights: Exercise Stock Options Convert a Traditional IRA to a Roth IRA Maximize IRA Distributions Sell Appreciated Stock Delay Business Expenditures Release Dependency Delay Personal […]
December 10, 2019

Holiday Gifting with a Tax Twist

Article Highlights: Employee Gifts Gifts of College Tuition College Student Supplies Electric Car Credit Work Equipment Solar Electric Credit Charitable Gifts Some holiday gifts you provide […]
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