Individuals

Even after your 2024 federal return is submitted, a few nagging questions often remain. Below…

Stock, mutual fund and ETF prices have bounced around lately. If you make what turns…

If you inherit assets after a loved one passes away, they often arrive with a…

Once your 2024 tax return is in the hands of the IRS, you may be…

When we prepare your tax return, we’ll check one of the following filing statuses: single,…

Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a…

Have you ever invested in a company only to see its stock value plummet? (This…

There are some nice tax breaks for transportation-related employee fringe benefits. If your employer offers…

If you made significant gifts to your children, grandchildren or other heirs last year, it’s…

You may wonder if you can claim itemized deductions on your tax return. Perhaps you…