It’s always a good time to start saving for your child’s college tuition. No matter how old your child is,...
Finance Tips
Key Tax Considerations for Owners of Vacation Homes
Apr 25,2022April 25, 2022
If you have purchased a vacation home for personal use or to generate rental income, your taxes are more complex...
Taxation of COVID-Related Business Loans, Including EIDL and PPP Forgiveness
Mar 22,2022March 22, 2022
The U.S. Small Business Administration recently reported that in 2021, the SBA oversaw “the distribution of nearly $416.3 billion in...
Tax Considerations for Real Estate Investors in 2022
Feb 16,2022February 16, 2022
When determining whether you should purchase or sell real estate investments in 2022, it is crucial to consider tax-related...
Key Tax Calendar Dates in 2022
Jan 27,2022January 27, 2022
Now that the 2021 tax season is underway, it is important to keep key dates in mind to efficiently...
Looking Ahead to the 2022 Tax Year
Dec 15,2021December 15, 2021
Certain proactive approaches to your 2022 taxes may impact your 2021 tax strategies. Therefore, even before you complete your...
Business Tax Strategies to Consider Before the End of 2021
Nov 23,2021November 23, 2021
As 2021 winds down, it is time to start planning for your company’s 2021 tax season in earnest. There...
Strategies for Protecting Estate Assets from Future Changes in the Tax Code
Oct 26,2021October 26, 2021
Ben Franklin once mused that, “In this world nothing can be said to be certain, except death and taxes.” Taxes...
Should You Convert Your Traditional IRA into a Roth IRA?
Sep 24,2021September 24, 2021
Saving for retirement takes planning and discipline. Protecting long-term savings from unnecessary taxes is a key component of any good...
Is Charitable Giving Part of Your 2021 Tax Plan?
Aug 16,2021August 16, 2021
Whether you’re interested in charitable giving as an individual or as a small business owner, your efforts can serve a...
Does Your Business Owe Taxes in Other States?
Jul 15,2021July 27, 2021
State taxes often aren’t at the forefront of a business owner’s grand strategy. Instead, federal taxes take center stage, and...
Tax Effects of Selling a Home in California in 2021
Jun 08,2021June 16, 2021
With the California home market going gangbusters this year, many families are hoping to cash in. In such a strong...