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Article Archives for Tax and Financial News
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'Master' The Augusta Rule and Save Money on Your Taxes
May 1, 2024
Reduce Your Taxes by Putting the Right Assets in Your IRA
April, 2024
U.S. Beneficial Ownership Information Reporting Begins
March, 2024
How to be Your Tax Pro's Favorite Client this Tax Season
February, 2024
New Business Travel Per Diem Rates Announced for 2023-2024
November, 2023
IRS Plans to Use AI and Ramp Up Enforcement on Millionaires, Partnerships and Crypto
October, 2023
IRS Announces End of Unannounced Taxpayer Visits (Mostly)
September, 2023
2023 Sales Tax Holidays for Back-to-School Shopping
August, 2023
Increased Tax Bills Hitting Private Companies Big and Small
July, 2023
End of Covid Emergency Declarations Put Work from Home Benefits at Risk
June, 2023
I Needed to Repay Part of My Compensation; Will I Get a Refund on My Taxes?
May, 2023
How Volunteering Can Earn You a Big Tax Deduction
April, 2023
Sold Your Home Last Year or Plan to in 2023? If So, Here's What You Need to Know
March, 2023
Key Deadlines and Changes for the 2023 Tax Season
February, 2023
Tax Planning Guide for Disaster Area Victims
November, 2022
How to Increase After-Tax Returns on Investments
October, 2022
Electric Vehicle Tax Credits and the Future of the Automotive Industry
September, 2022
Expanding the Net Investment Income Tax
August, 2022
The IRS is Auditing Fewer Returns than Ever
July, 2022
Tax Break for Commercial Real Estate Investors
June, 2022
What Every Taxpayer Needs to Know This Season
April, 2022
Year-End Tax Planning Tips for Individuals and Businesses
December, 2021
Potential New Tax on Stock Buybacks and What it Could Mean for the Financial Markets
November, 2021
How to Turn a Summer Job into a Tax-Free Retirement Nest Egg and More
August, 2021
Restricted Stock & RSUs: 3 Planning Tips
July, 2021
The Biggest Winners and Losers in President Biden's Proposed Individual Tax Plan
June, 2021
Everything There is to Know About the New Child Tax Credit
May, 2021
Tax-Free Student Loan Forgiveness is Part of the Latest Covid-19 Relief Bill
April, 2021
Four Essential Questions You Should Ask Your Tax Professional This Season Related to COVID-19
March, 2021
Paying the Price for Vice: The Evolving Landscape of Excise Taxes in America
January, 2021
2021 Social Security Tax and Benefit Increases Announced
December, 2020
3 State Level Tax Hikes That Might Be Coming Due to COVID-19
September, 2020
R&D Tax Credits May be Part of the Next Tax Relief Bill
August, 2020
HEROES ACT Can Combat Economic Downtown
July, 2020
IRS Questions and Answers on COVID-19 IRA and 401(k) Loans & Distributions
June, 2020
Be Right About Free Money: Potential Legal Risks of the Paycheck Protection Loan Program
May, 2020
Should You File an Amended 2018 Return?
April, 2020
Taxes and Tariffs: The U.S. Response to France's Digital Tax
March, 2020
When Should You Switch Your Side Hustle to a Business Entity Structure?
February, 2020
2020 Tax Brackets, Deductions, Plus More
January, 2020
How to Defer, Avoid Paying Capital Gains Tax on Stock Sales
December, 2019
How to Get the IRS to Pre-Approve Your Taxes
October, 2019
The Five Key IRS Rules of Taxation for Lawsuit Settlements
September, 2019
3 Big Tax Issues to Look Out for in Your Estate Plan
August, 2019
Why Some People Are Afraid of the Hobby Loss Rules
July, 2019
When Saving for Retirement in Taxable Account Is a Good Idea
June 2019
HSA Accounts and Their Incredible Long-term Benefits
May 2019
Trump Tax Law Makes Now the Perfect Time for the Roth Conversion Retirement Trick
April 2019
The Top Things You Can Do Now to Cut Your Tax Bill
December 2018
What's the Best Type of Business Entity for Tax Purposes
December 2018
IRS Releases New Projected 2019 Tax Rates, Brackets and More
November 2018
Would a $1,000 Tax Deduction get you in the Gym?
September 2018
Social Security Ground Zero: 16 Years to Impact
July 2018
Will Blockchain Technology Disrupt Audit and Assurance Services?
June 2018
What the New Tax Law Means for the Home Equity Loan Interest Deduction
May 2018
High-Tax States Scheming to Offset New Tax Law Impact
April 2018
Estate Planning Essentials You Need to Revisit Due to the New Tax Law
March 2018
2017 vs. 2018 Federal Income Tax Brackets
February 2018
The Most Wonderful Time of the Year - Tax Planning Season
December 2017
The Trump Tax Reform Plan - What Is and What May Be
November 2017
Be Smart About Giving to Hurricane Victims
October 2017
Avoid IRS Trouble by Reporting Bitcoin Cash
September 2017
Could Potential Tax Changes and a Private Equity Black Hole Undermine the Value of Your Business?
June 2017
IRS Turns Over Tax Debt Collections - How Will It Turn Out?
May 2017
Wait a Minute - My 1099 Doesn't Look Quite Right
March 2017
Can You “Trump” the IRS Under the President-Elect’s Proposed Tax Plan?
December 2016
End of 2016 Means the End of Tax Breaks - Maybe
November 2016
Dog Days of Summer Rentals: Taxes and Your Airbnb, HomeAway or VRBO Rental
October 2016
Ins and Outs of the New 529-ABLE Savings Accounts
September 2016
401(k) Plans As Your Personal Piggy Bank
July 2016
Tax Basics - What All 20 and 30 Somethings Need to Know
February 2016
Tax Considerations When Delaying Social Security
January 2016
Make Your Moves Now for 2015 Year-End Tax Planning
December 2015
New Trade Pact Could Impact Your Business
November 2015
Tax, Estate Planning and Benefits Opportunities for Same-Sex Couples
September 2015
Tax Strategies For Selling Your Business - A Family Affair?
July 2015
Things to Consider Before Using Your Roth IRA to Pay for College
June 2015
Eight Things to Consider When Filing an Amended Tax Return
May 2015
The Obamacare Tax: What Happens When You Don't Pay?
April 2015
Lesser Known Trusts Can Create Big Tax Savings
March 2015
Mortgage Interest Deduction - Not as Simple as it Seems
February 2015
2015 Tax Deduction, Exemption and Credit Update
January 2015
Year End Tax Planning: What Can You Still Do?
December 2014
8 Things that Could Trigger a Business Audit
September 2014
Consider Tax Implications When Choosing a Retirement Plan
August 2014
In the Market for a Vacation Home? First Consider the Tax Implications
June 2014
Key Provisions of the President's Fiscal Year 2015 Budget
May 2014
Careful Treatment of Property Sales Can Yield Tax Savings
February 2014
IRS Introduces New Regulations Related to Partnership Terminations
January 2014
2013 Individual Year-End Tax Planning Guide
December 2013
Avoiding Unreasonable Compensation Penalties
October 2013
Tax Breaks Provide Savings for Investors Part 2
August 2013
Tax Breaks Provide Savings for Investors
July 2013
Tax Breaks Benefit Investors When They Know Where to Look
June 2013
Canceled Debt Does Not Excuse Taxpayers from IRS Liabilities
March 2013
Commonly Overlooked Tax Deductions and Credits
January 2013
Innocent Spouse Relief and Filing a Joint Tax Return
November 2012
Penalties for Noncompliance with the Affordable Care Act’s Individual Mandate
October 2012
Business or Hobby? It Matters to the IRS
September 2012
Time Running Out on Rare Estate Planning Opportunity
July 2012
Going, Going, Gone?
Tax Provisions Set to Expire In 2012
Tax Provisions Set to Expire In 2012
May 2012
The Truth About Taxes - Who Pays Taxes and Where Do they Go?
April 2012
Sticking to Tax Deadlines Means the World to Uncle Sam
March 2012
Finding Deductions In the Oddest of Places
January 2012
Businesses must avoid going overboard on holiday gifting
December 2011
Some Unexpected ‘Gifts’ Come With a High Price
November 2011
Minimizing Taxes on Your Investment Income – Part II
September 2011
Minimizing Taxes on Your Investment Income - Part 1
August 2011
Preparer Registration Protects the Taxpayer
July, 2011
States Eye Online Sales Taxes to Help Close Budget Gaps
June, 2011
Repeal Of Tax Reporting Mandate Is Good News For Small Businesses
May, 2011
Medical Expenses – What Can You Deduct?
March, 2011
The Return of Estate Taxes – Should You Elect Out?
February, 2011
Renewable Energy Systems Fuel Tax Incentives
December, 2010
Tax Benefits Change for College Funding Programs
October, 2010
New 1099 Requirement Presents Potential Challenges for Small Businesses
September, 2010
Is Help on the Way for Private Company Accounting Standards?
August, 2010
Charitable Giving Through Life Insurance
June, 2010
Is a checkbook enough? - Documenting losses on a part-time business
May, 2010
Health Care Reform: How will it affect your pocketbook?
April, 2010
Uncover Tax Advantages of Running a Home-Based Business
March, 2010
The Tax Top 10 List - Mistakes that Cost You Money
February, 2010
Refund Anticipation Loans - Do They Make Sense?
January, 2010
Year-End Reminders: April 2010 Can Hurt Less
November, 2009
Charitable Contributions: Intention Does Not Equal Deduction
August, 2009
7216 – A Number That Will Live in Infamy
June, 2009
The High Cost of Taxes – How Does Your State Compare?
May 2009
Ponzi Scheme Losses – The IRS Comes Through
April 2009
To Catch a Thief – Uncle Sam Requires Your Help
January 2009
New Year, New Rates
Standard Mileage and Other Rates for 2009
Standard Mileage and Other Rates for 2009
December, 2008
Utilizing AMT and Research Credit Carry-Forwards
November 2008
The Financial Statement Audit -
Is It Worth the Expense and Hassle?
Is It Worth the Expense and Hassle?
October 2008
New Housing Bill Has Something for Everyone
August 2008
The Minimum Wage – Are You in Compliance?
June 2008
Stimulating the Economy – One Taxpayer at a Time
March 2008
The U.S. Federal Income Tax – An Historical Perspective
December 2007
Your Tax Return "Whose Responsibility Is It?"
November 2007
It’s That Time of Year - Year End Tax Planning
October 2007
Research and Development-
Not Just a White Coat Affair
Not Just a White Coat Affair
May 2007
Finally, You Get the Credit You Deserve
February 2007
Let's Get Organized
Tax Preparation Made Less Difficult
Tax Preparation Made Less Difficult
January 2007
Business Gifts
Showing Your Appreciation
Showing Your Appreciation
December 2006
Travel and Entertainment - What's an Employer to Do?
September 2006
Congress Giveth and Taketh
What the new tax law means to you
What the new tax law means to you
August 2006
Just a Gentle Reminder -
Your Uncle Sam Wants to Hear from You!
Your Uncle Sam Wants to Hear from You!
April 2006
Energy Conservation Incentives
Reducing the Electric Company's Bite Out of Your Paycheck
Reducing the Electric Company's Bite Out of Your Paycheck
December 2005
Relief for Katrina Disaster Victims and Benefactors
(a tax perspective)
(a tax perspective)
November 2005
An Expense is an Expense,
But it Takes Planning to Make a Deduction
But it Takes Planning to Make a Deduction
September 2005
It's Never Too Early to Plan,
But Sometimes It Is Too Late
But Sometimes It Is Too Late
August 2005
Energy Expenditures - Taking the Credit You Deserve
May 2005
Abusive Tax Shelters
This Dog's Bite is Worse than its Bark
This Dog's Bite is Worse than its Bark
February 2005
Help Me Please
Getting Value from Your Tax Preparer
Getting Value from Your Tax Preparer
January 2005
December 2004 - A Time to Catch Your Breath - Or Brace for More Change?
December 2004
The Third Time is a Charm
(Washington’s October Surprise Part 1)
(Washington’s October Surprise Part 1)
November 2004
You Say You Have No Employees?
Don't be so sure
Don't be so sure
October 2004
Passive Aggression - The Tax Code's Secret Weapon
July 2004
Interest & Dividend Income?
(I think I am going to have a headache!)
(I think I am going to have a headache!)
March 2004
Deduction
(The Most Beautiful Word in the English Language)
(The Most Beautiful Word in the English Language)
February 2004
Guided Tour of TaxLand
(The Journey Begins)
(The Journey Begins)
January 2004
Travel Expenses - Keeping The IRS and
Your Employees Happy
Your Employees Happy
August 2003
Breaking Up Is Hard To Do, But Sometimes Very Profitable
March 2003
Big Deductions for Year-End Purchases.. Don’t Let Them Slip Away
November 2002
Tax Tips for Transferring the Family Business
October 2002
Steps to Avoid Year End Tax Penalties
September 2002
Job Creation and Worker Assistance Act of 2002
May 2002
Alternative Minimum Tax: The Silent Threat
April 2002
Congress Offers Relief for Terrorism Victims
October 2001
The New IRA Distribution Rules – This is Simple?
August 2001
Audits Don't Really Have to Be Bad or Do They?
July 2001
In This Deal, Everybody's a Winner (Except the IRS)
July 2000
Documenting Your Charitable Contribution
March 2000
Investing with Pre-tax Dollars in a 401(k)
January 2000
Family Tax Opportunities and Traps to Look For
August 1999
Common Deductions for the Small - or any - Business
May 1999
Failure To File and Substantial Understatement
March 1999