Turning stock downturns into tax advantages
Have you ever invested in a company only to see its stock value plummet? (This may become relevant in light […]
Investment, Taxes
Taxes
Riding the tax break train: Maximizing employee transportation fringe benefits
There are some nice tax breaks for transportation-related employee fringe benefits. If your employer offers these tax-favored fringes, you should
Taxes
The 2024 gift tax return deadline is coming up soon
If you made significant gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re
Taxes
Can I itemize deductions on my tax return?
You may wonder if you can claim itemized deductions on your tax return. Perhaps you made charitable contributions and were
Estate Planning, Taxes
You may be able to make a deductible IRA contribution for last year this year
You may be able to make a deductible IRA contribution for last year this year If you’re getting ready to
Taxes
Financial relief for families: The benefits of the Child Tax Credit
The Child Tax Credit (CTC) has long been a valuable tax break for families with qualifying children. Whether you’re new
Estate Planning, Retirement, Taxes
Taming the tax tangle if you’re retiring soon
Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a
Taxes
Looking ahead to 2025 tax limits as you prepare to file your 2024 return
Chances are, you’re more concerned about your 2024 tax return right now than you are about your 2025 tax situation.
Taxes
Early bird tips: Answering your tax season questions
The IRS announced it will start the 2025 filing season for individual income tax returns on January 27. That’s when
Estate Planning, Retirement, Taxes
Do you have questions about taking IRA withdrawals?
We’ve got answers Once you reach age 73, tax law requires you to begin taking withdrawals — called Required Minimum