Taxes

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 […]
December 4, 2019

Year-End Tips for Charitable Contributions

Article Highlights: Watch Out for Charity Scams Tax Exempt Organization Search Tool Tax Benefits of Charitable Contributions Bunching Deductions Qualified Charitable Distributions Substantiation As the end […]
November 19, 2019

3 Common Personal Income Tax Problems & How to Respond

Tax problems aren’t just a worry that hang over people’s heads from January through April every year. Many of them go far beyond the numbers that […]
November 8, 2019

Employer-Offered Benefits That Can Save You Money and Taxes

Article Highlights: Health Insurance Retirement Plans Qualified Transportation Fringe Benefits Flexible Spending Accounts (FSAs) Group Term Life Insurance Qualified Employee Discounts Employer-Provided Education Assistance Adoption Expenses […]
October 8, 2019

Are You Subject to Self-Employment Tax?

Article Highlights: Self-employed Individuals Estimated Taxes Self-Employment Tax Estimated Tax Safe Harbors 1099-MISC and 1099-K Others Subject to Self-employment Tax income Not Subject to Self-employment Tax […]
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