News

Tax Advice: Boost Your Savings By Donating Appreciated Stock Instead

October 27, 2025

Are you charitably inclined and looking for a powerful year-end tax-saving strategy? Read on.

Tax Advice: Making the Most of the New Deduction for Seniors

October 27, 2025

The new “senior” deduction can be a valuable tax saver for eligible taxpayers. But if your income might exceed the applicable phaseout threshold, you may need to take steps before year end to maximize your deduction.

Tax Advice: Understanding the Most Common IRS Notices

September 29, 2025

Receiving an IRS notice doesn’t always mean bad news, and it doesn’t mean you’ve done something wrong. Many notices are informational or involve minor corrections. Here are five common notices and what they mean.

Tax Advice: The Power of Catch-Up Retirement Account Contributions

September 18, 2025

Over age 50? Catch-up retirement contributions could make a huge difference in your future wealth. Here’s how.

Tax Advice: New Tax Breaks, Tips & Overtime

September 18, 2025

The One Big Beautiful Bill Act creates new limited deductions for tips and overtime income through 2028. Find out if you qualify and what it means for your tax bill.

Tax Advice: Updates on Deducting Educator Expenses

September 3, 2025

Are you an educator spending money out of your pocket on classroom supplies? You may be eligible for a tax break.

Tax Advice: Invest in Qualified Small Business Stock for Expanded Tax Benefits

September 2, 2025

The OBBBA enhances the tax benefits of qualified small business stock. Here’s how.

Tax Advice: Next Estimated Tax Payment Deadline Is Soon

August 21, 2025

Do you make estimated tax payments? When is the next one due and did the One Big Beautiful Bill Act affect the amount you owe? Here are some answers.

Tax Advice: No Tax on Car Loan Interest Under the New Law?

August 16, 2025

Buying a new car? You may have heard there’s “no tax on car loan interest” anymore. That’s not exactly accurate. Here are the rules.

Tax Advice: Act Soon, As OBBBA Ends Clean Energy Tax Breaks

August 11, 2025

Thinking about buying an electric vehicle, installing solar panels or replacing some windows or doors? Act now if you want to claim tax breaks because they’re expiring soon.

Tax Advice: What Families Need to Know About the New Tax Law

August 7, 2025

The sooner you start planning for the changes in the One, Big, Beautiful Bill Act, the better positioned you’ll be. Here are some of the new provisions affecting families.

Tax Advice: Understanding Spousal IRAs & Retirement Planning

July 30, 2025

If you’re married and don’t work outside the home, can you contribute to a retirement plan? You may be eligible for a spousal IRA. Here are the rules for 2025.

Tax Advice: What the New Tax Law Could Mean for You

July 30, 2025

In case you haven't yet heard about how the One, Big, Beautiful Bill Act will affect you, read on.

Tax Advice: What to Know About Digital Assets & Taxes

July 15, 2025

Curious how your crypto, NFTs or stablecoins could impact your taxes? We break down what the IRS expects and how to stay compliant when reporting digital asset transactions.

Tax Advice: How Age Affects Certain Tax Provisions

July 7, 2025

Some birthdays come with tax consequences. Take a look at these age-related tax milestones.

Tax Advice: Is College Financial Aid Taxable?

July 7, 2025

Can college financial aid trigger a tax bill? Here are the tax rules for scholarships, fellowships, tuition discounts, work-study programs and other types of financial aid.

Tax Advice: How The One, Big, Beautiful Bill Could Change '25 Tax Breaks

June 29, 2025

Curious how The One, Big, Beautiful Bill could affect taxes for you and your family? Here are seven key tax breaks in the bill and what they could mean for you.

Tax Advice: Are You Missing a Valuable Tax Deduction for Medicare Premiums?

June 23, 2025

Are you 65 or older and paying Medicare premiums? You may qualify for a valuable tax break. Find out if it makes sense to itemize deductions and include medical expenses on your 2025 return.

Tax Advice: Rules for Recipients of Legal Awards & Settlements

June 9, 2025

If you receive a court award or out-of-court settlement, do you have to pay tax on it? The answer is … it depends.

Tax Advice: The Advantages of a Living Trust for Your Estate Plan

June 9, 2025

Discover how a living trust can help you avoid probate, protect your privacy and simplify the transfer of your assets.

Tax Advice: How Working in the Gig Economy Affects Your Taxes

June 1, 2025

The gig economy offers many benefits. It also comes with tax responsibilities that workers need to manage proactively to avoid penalties.

Tax Advice: Tax Rules for Recipients of Legal Awards & Settlements

May 26, 2025

If you receive a court award or out-of-court settlement, do you have to pay tax on it? The answer is … it depends.

Tax Advice: Still Have Tax Questions? You're Not Alone

May 12, 2025

Just because you filed your 2024 tax return doesn’t mean the questions about it stop. Here are some answers.

Tax Advice: The "Wash Sale" Rule — Don't Less Losses Circle the Drain

May 12, 2025

Harvesting capital losses is a viable tax-saving strategy as long as you avoid the wash sale rule. Here’s how it works.

Tax Advice: What Tax Docs Can You Safely Shred?

April 19, 2025

After filing, you may want to do some spring cleaning and discard tax documents. But don’t throw away records you might need in the case of an IRS audit. Here are the rules.

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