Although planning is needed to help build the biggest possible nest egg in your traditional IRA (including a SEP-IRA and SIMPLE-IRA), it’s even more critical that you plan
Small business owners are very aware of the increasing cost of employee health care benefits. As a result, your business may be interested in providing some of these
Many people have Series EE savings bonds they purchased several years ago. Perhaps they were given to your children as gifts or maybe you bought them yourself and
Owners of closely held corporations are often interested in easily withdrawing money from their businesses at the lowest possible tax cost. The simplest way is to distribute cash
Many Americans receive disability income. You may wonder if, and how, this income is taxed. As is often the case with tax questions, the answer is … it
Unfortunately, the COVID-19 pandemic has forced many businesses to shut down. If this is your situation, we’re here to assist you in any way we can, including taking
If you started a business recently, you may want to set up a tax-favored retirement plan for yourself and your employees. Several types of qualified plans are eligible
If your small business is planning for payroll next year, be aware the “Social Security wage base” is increasing next year. The Social Security Administration recently announced that
If you invest in mutual funds, be aware of some potential pitfalls involved in buying and selling shares. Surprise sales You may already have made taxable “sales” of
If you file a joint tax return with your spouse, you should be aware of your individual liability. And if you’re getting divorced, you should know there may
Are you wondering if the passive activity loss rules affect business ventures you’re engaged in — or might engage in? If the ventures are passive activities, the passive
October 15 is the deadline for individual taxpayers who extended their 2019 tax returns. (The original April 15 filing deadline was extended this year to July 15 due
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