Consider the Tax Advantages of Investing in Qualified Small Business Stock
While the Tax Cuts and Jobs Act (TCJA) reduced most ordinary-income tax rates for individuals, it didn’t change long-term capital […]
Investment, Taxes
Taxes
Taxes
The Tax Impact of the TCJA on Estate Planning
The massive changes the Tax Cuts and Jobs Act (TCJA) made to income taxes have garnered the most attention. But
Retirement, Taxes
Factor in State and Local Taxes When Deciding Where to Live in Retirement
Many Americans relocate to another state when they retire. If you’re thinking about such a move, state and local taxes
Investment, Taxes
Saving Tax on Restricted Stock Awards with the Sec. 83(b) Election
Today many employees receive stock-based compensation from their employer as part of their compensation and benefits package. The tax consequences
Taxes
Sending Your Kids to Day Camp May Provide a Tax Break
When school lets out, kids participate in a wide variety of summer activities. If one of the activities your child
Taxes
Be Aware of the Tax Consequences Before Selling Your Home
In many parts of the country, summer is peak season for selling a home. If you’re planning to put your
Taxes
Do You Need to Adjust Your Withholding?
If you received a large refund after filing your 2017 income tax return, you’re probably enjoying the influx of cash.
Taxes
Get Started on 2018 Tax Planning Now!
With the April 17 individual income tax filing deadline behind you (or with your 2017 tax return on the back
Taxes
Tax Record Retention Guidelines for Individuals
What 2017 tax records can you toss once you’ve filed your 2017 return? The answer is simple: none. You need
Taxes
Individual Tax Calendar: Important Deadlines for the Remainder of 2018
While April 15 (April 17 this year) is the main tax deadline on most individual taxpayers’ minds, there are others