View Retirement Tax Planning Guide Roth Options A potential downside of tax-deferred saving is that you’ll have to pay taxes when you make withdrawals at retirement. Roth plans, however, allow tax-free distributions;...
View Real Estate Tax Planning Guide Real Estate Activity Rules Income and losses from investment real estate or rental property are passive by definition — unless you’re a real estate professional. Why...
View Investment Tax Planning Guide Small Business Stock By purchasing stock in certain small businesses, you can diversify your portfolio. You also may enjoy preferential tax treatment: Conversion of capital loss to ordinary...
View Family & Education Tax Planning Guide Make tax savings a family tradition Certain tax breaks for parents and others with dependents were temporarily expanded for 2021, and there are also many...
View Business & Exec Comp Tax Planning Guide Depreciation For assets with a useful life of more than one year, you generally must depreciate the cost over a period of years. In...
High demand for homes has created a seller’s market. Those thinking about selling their homes will want to determine whether they qualify for the home sale gain exclusion. This article...
2022-2023 Tax Planning Guide Tax planning may be a real challenge this year. Minimizing taxes is never easy. But in times of legislative and economic uncertainty, it can be a real challenge....
10 red flags for IRS audits Even though the overall IRS audit rate is currently low historically, it’s expected to increase as a result of provisions in the Inflation Reduction Act...