Social Networks
Individuals
Educate yourself about the revised tax benefits for higher education
Attending college is one of the biggest investments that parents and students ever make.
The COVID-19 relief law: What’s in it for you?
The new COVID-19 relief law that was signed on December 27, 2020, contains a multitude of provisions that may affect you.
President Trump (finally!) signs Consolidated Appropriations Act, 2021
Just before midnight on December 21, 2020, the Senate passed the Consolidated Appropriations Act of 2021 and sent it to President Trump for signature on December 22.
The next estimated tax deadline is January 15 if you have to make a payment
If you’re self-employed and don’t have withholding from paychecks, you probably have to make estimated tax payments.
Can you qualify for a medical expense tax deduction?
You may be able to deduct some of your medical expenses, including prescription drugs, on your federal tax return.
2020 Year-End Tax Planning Moves for Individuals
2020 Year-End Webinar
The videos below are from the 2020 Year-End Webinar held on December 3, 2020 covering the following topics: Individual Tax Update, Business Tax Update, PPP Loan Financ
Steer clear of the wash sale rule if you’re selling stock by year end
Are you thinking about selling stock shares at a loss to offset gains that you’ve realized during 2020?
Employees: Don’t forget about your FSA funds
Many employees take advantage of the opportunity to save taxes by placing funds in their employer’s health or dependent care flexible spending arrangements (FSAs).
Taking distributions from a traditional IRA
Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and SIMPLE-IRA), it’s even more critical that you
Pages
