Individuals Archives - Maillie LLP

Individuals

Understanding the “step-up in basis” when inheriting assets

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

DianaApril 24, 2025

Individuals

What tax documents can you safely shred? And which ones should you keep?

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

DianaApril 15, 2025

Individuals

Discover if you qualify for “head of household” tax filing status

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

DianaApril 9, 2025

Individuals

Deduct a loss from making a personal loan to a relative or friend

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

DianaApril 4, 2025

Individuals

Turning stock downturns into tax advantages

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

DianaMarch 19, 2025

Individuals

Riding the tax break train: Maximizing employee transportation fringe benefits

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

DianaMarch 19, 2025

Individuals

The 2024 gift tax return deadline is coming up soon

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

DianaMarch 11, 2025

Individuals

Can I itemize deductions on my tax return?

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

DianaFebruary 26, 2025

Individuals

You may be able to make a deductible IRA contribution for last year this year

If you’re getting ready to file your 2024 tax return and your tax bill is…

DianaFebruary 20, 2025

Individuals

Financial relief for families: The benefits of the Child Tax Credit

The Child Tax Credit (CTC) has long been a valuable tax break for families with…

DianaFebruary 13, 2025

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Individuals

Understanding the “step-up in basis” when inheriting assets

What tax documents can you safely shred? And which ones should you keep?

Discover if you qualify for “head of household” tax filing status

Deduct a loss from making a personal loan to a relative or friend

Turning stock downturns into tax advantages

Riding the tax break train: Maximizing employee transportation fringe benefits

The 2024 gift tax return deadline is coming up soon

Can I itemize deductions on my tax return?

You may be able to make a deductible IRA contribution for last year this year

Financial relief for families: The benefits of the Child Tax Credit

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