Individuals

Tax tips

Jun 6th 2019

IRS Regulations on Lost Tax Records

stock options tax

Jun 4th 2019

How are Stock Options Taxed?

tips on charitable tax deductions

Talking Taxes with Clients

May 30th 2019

How to Make the Most of Charitable Deductions

pay back premium

May 22nd 2019

Taxpayer Ordered to Pay Back Premium Tax Credit

medically necessary home improvements

May 15th 2019

Can Clients Deduct Home Improvements?

pre-tax retirement

May 15th 2019

Tax Benefits of Retirement Plans: Part 1

when clients keep information from you

May 9th 2019

Guidance on Delaware Statutory Trusts in 1031's

related-party sales

May 3rd 2019

What to Tell Clients About Related-Party Sales

family meeting

May 1st 2019

Why Estate Planning May be Right for Tax Pros

Travel expenses

Apr 17th 2019

Where is Your Tax Home?

nondeductible losses

Apr 11th 2019

What Are the Tax Rules for Home Sales?

tax planning from an investment perspective

Apr 10th 2019

Income Tax Planning from an Investment Perspective

Nanny playing with kids

Apr 9th 2019

8 Questions for Clients Hiring Their First Nanny

home rental

Apr 8th 2019

Does a Home Count as a Rental Property?

house for sale

Apr 2nd 2019

What are the Tax Consequences of House Flipping?

family moving boxes

Mar 27th 2019

What to Tell Clients About Low-Tax States

state of residence

Mar 27th 2019

Why Your State of Residence Matters

court ruling

Mar 22nd 2019

Why There’s Not Always Tax Relief for Joint Filers

medical deductions

Mar 21st 2019

Handling Complex Medical Deductions

short term rental taxes

Mar 15th 2019

Income vs. Short-Term Rental Lodging Taxes

broker offering investment advice

Mar 15th 2019

What to Know About the Net Investment Income Tax

Tax Strategy

Mar 1st 2019

What is the Purchase-to-Donate Tax Strategy?