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Tips and the taxability of social security benefits:   For single filers: If provisional income is less than $25,000, then the benefits are …

Summer 2024 Tax Update

Are you married, but only one of you works and earns compensation? You can make a spousal IRA contribution for the nonworking …

2023 Year End Tax Planning

There’s a deduction for student loan interest, and taxpayers needn’t itemize to take this write-off. Up to $2,500 of interest paid each …

Fall 2023 Tax Update

Big losses claimed by real estate professionals get scrutiny. Real estate pros must spend over half of their working hours and more …

Employee Tax Credit Scams

Learn the warning signs of Employee Retention Credit scams Businesses and tax-exempt organizations should watch out for telltale signs of misleading claims …

December 2022 Tax Update

Itemizers have the most flexibility in shifting write-offs, as shown here. Home interest. If you pay your Jan. 2023 mortgage bill before …

Fall 2022 Tax Newsletter

Some popular tax provisions are expiring at year-end. Unless Congress acts to extend the breaks for another year or so, the last …

Here is a list of the items to that you will need to have your 2021 tax returns processed efficiently and accurately. …

Year End Tax Planning for 2021

Look at your investment portfolio. You have lots of tax-savings opportunities in the coming months as the year’s end approaches. Consider getting …

There are steps people, including those who received stimulus payments or advance child tax credit payments, can take now to make sure …

Filing Deadline – 10/15/21

Clients who requested extensions to file their 2020 tax returns of the upcoming Oct. 15 due date. People who asked for an …

Tax Update August 2021

Businesses can deduct 100% of restaurant meals in 2021 and 2022. The late 2020 stimulus law provides temporary relief from the 50% …

Year End Tax Update

December 13, 2020 Don’t waste the annual gift tax exclusion. You can give up to $15,000 to each child, grandchild, or any …

October 1, 2020 Tax Update

The one-year suspension of required minimum distributions can be a blessing to some retirees who don’t otherwise need the funds. The money …

August 5, 2020 Tax Update

 Want to convert a traditional IRA to a Roth? Now might be a good time to consider it.  You’ll have to pay …