05.15.23Blogs

Make your child’s summer break a tax break

As a busy working parent, you are probably concerned about what activities are available for your kids this summer. However,...

05.10.23Blogs

The home gain exclusion: make sure you qualify

The home gain exclusion is one of the most generous tax breaks available to taxpayers, providing the ability to exclude...

05.08.23Blogs

Safeguarding your business’s cash with separation of duties

The best way for small businesses to battle fraud is to create a separation of duties framework. With the separation...

05.03.23Blogs

Replacing lost tax breaks for your growing children

Your children are getting older. They'll soon be dating, driving, and starting college, if they haven't already begun. Unfortunately, as...

05.01.23Blogs

Calling all taxpayers: Plan now or pay later

Procrastination is easy, especially when it comes to summertime tax planning. But waiting to implement these planning strategies to reduce...

04.27.23Blogs

Put your tax refund to good use

Every year, three-fourths of tax filers receive a refund, with the typical check so far this filing season coming in...

04.24.23Blogs

How to reduce your property taxes

Home values are increasing, which may result in additional property tax bills. So get ready to reduce your property taxes...

04.19.23Blogs

IRS guidance coming regarding the IRA’s Clean Vehicle Credit – part two

The IRS will be releasing new rules to make it more straightforward how "clean vehicles," which include EVs, plug-in hybrids,...

04.17.23Blogs

IRS guidance coming regarding the IRA’s Clean Vehicle Credit – part one

The Section 30D Clean Vehicle (CV) Credit, formerly known as the Electric Vehicle (EV) Credit, was extended and enhanced by...

04.12.23Blogs

Plan carefully to avoid GST tax surprises

It's crucial to consider and plan for the generation-skipping transfer (GST) tax if you wish to pass along some of...

04.10.23Blogs

Now is the time to file your taxes and make your estimated tax payment

You have until Tuesday, April 18, to file your individual tax return and pay your first quarter estimated taxes. This...

04.05.23Blogs

Should you move your trust to another state?

You may desire to transfer a trust to a more advantageous location for several reasons. For example, to prevent or...