CELEBRATING OVER SIXTY FIVE YEARS

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News & Helpful Tips

Now is a good time to review your business’s expenses for deductibility. Accelerating deductible expenses into this year generally will

Planning for the end of life is never easy, but including your funeral and memorial wishes in your estate plan

Special tax benefits for military members. The IRS reminds service members that they may qualify for special tax benefits. These

What’s your status? An accurate tax return depends partly on using the right filing status. When one taxpayer’s living situation

  Saving for retirement can be tough if you’re putting most of your money and time into operating a small

U.S. multinationals optimistic for another repatriation holiday. President-elect Trump’s election win moves large U.S. corporations closer than they’ve been in

Could on-site childcare become more attractive for businesses under President-elect Trump? On his website, Trump proposed during the campaign to

Will you owe the 3.8% net investment income tax (NIIT) on unearned income? Try to reduce your exposure. It’s a

Many tax breaks are reduced or eliminated for higher-income taxpayers. Two of particular note are the itemized deduction reduction and

In addition to income tax, you must pay Social Security and Medicare taxes on earned income, such as salary and

Typically, it’s better to defer tax. One way is through controlling when your business recognizes income and incurs deductible expenses.

There’s a lot to think about when you change jobs, and it’s easy for a 401(k) or other employer-sponsored retirement

If you’re charitably inclined, making donations is probably one of your key year-end tax planning strategies. But if you typically

Section 529 plans provide a tax-advantaged way to help pay for college expenses. Here are just a few of the

If you have incomplete or missing records and get audited by the IRS, your business will likely lose out on

If you invest, whether you’re considered an investor or a trader can have a significant impact on your tax bill.

If you recently redeemed frequent flyer miles to treat the family to a fun summer vacation or to take your

Many expenses that may qualify as miscellaneous itemized deductions are deductible only to the extent they exceed, in aggregate, 2%

If you go on a business trip within the United States and tack on some vacation days, you can deduct

For anyone who takes a spin at roulette, cries out “Bingo!” or engages in other wagering activities, it’s important to

Giving away assets during your life will help reduce the size of your taxable estate, which is beneficial if you

Last year a break valued by many charitably inclined retirees was made permanent: the charitable IRA rollover. If you’re age

The income tax credit for certain energy-efficient home improvements and equipment purchases was extended through 2016 by the Protecting Americans

Investing in mutual funds is an easy way to diversify a portfolio, which is one reason why they’re commonly found

Executives and other key employees are often compensated with more than just salary, fringe benefits and bonuses: They may also

As the school year draws to a close and the days lengthen, you may be one of the many homeowners