by admin | Jul 17, 2026 | Planning
Information is key when using this tax planning strategy You own some stock that has increased in value. To avoid a possible taxable gain by selling the stock, you wish to give it directly to a child or grandchild. This simple idea has some interesting tax...
by admin | Jul 10, 2026 | Miscellaneous
What everyone should know Small business owners have a number of options on how to organize their business for tax purposes. And if you sell items on eBay or Esty, drive for Uber, or offer your services as a writer or programmer, you are probably considered a...
by admin | Jul 3, 2026 | The Audit
Your guide to post tax-filing record retention Tax season is over and your focus is on enjoying the summer. But before you close that tax file, make a final review to ensure you records are accessible should you ever need them. This is especially important. If the IRS...
by admin | Jun 26, 2026 | The Audit
Is it always a good idea to amend your tax return if you find an error? Here’s a tip that is worth reviewing each year as adjustments to your income tax return may become apparent. This is often common with the advent of changing tax rules and as the IRS...
by admin | Jun 12, 2026 | Retirement
Plus: Trump Account ALERT! Although you won’t become eligible for Social Security until your 60s, there’s a lot you can do to prepare before then. Here’s a rundown of steps you can take during each decade of your life: In your 20s: If you’re like a lot of people,...
