You may need to add RMDs to your year-end to-do list

November 22, 2017 | James Purgason

As the end of the year approaches, most of us have a lot of things on our to-do lists, from gift shopping to donating to... Read More

2017 might be your last chance to hire veterans and claim a tax credit

November 20, 2017 | George Wilmoth

With Veterans Day on November 11, it’s an especially good time to think about the sacrifices veterans have made for us... Read More

The ins and outs of tax on “income investments”

November 2, 2017 | Branden Wilson

Many investors, especially more risk-averse ones, hold much of their portfolios in “income investments” — those th... Read More

2 ACA taxes that may apply to your exec comp

October 17, 2017 | Chad Goodman

If you’re an executive or other key employee, you might be rewarded for your contributions to your company’s success... Read More

“Bunching” medical expenses will be a tax-smart strategy for many in 2017

October 3, 2017 | Will Clegg

Various limits apply to most tax deductions, and one type of limit is a “floor,” which means expenses are deductible... Read More

Investors: Beware of the wash sale rule

September 27, 2017 | George Wilmoth

A tried-and-true tax-saving strategy for investors is to sell assets at a loss to offset gains that have been realized d... Read More

Why you should boost your 401(k) contribution rate between now and year end

September 19, 2017 | James Purgason

One important step to both reducing taxes and saving for retirement is to contribute to a tax-advantaged retirement plan... Read More

2017 Q4 tax calendar: Key deadlines for businesses and other employers

September 12, 2017 | Branden Wilson

Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 201... Read More

Watch out for potential tax pitfalls of donating real estate to charity

September 8, 2017 | Chad Goodman

Charitable giving allows you to help an organization you care about and, in most cases, enjoy a valuable income tax dedu... Read More

Put your audit in reverse to save sales and use tax

August 15, 2017 | Alexie McIntyre

It’s a safe bet that state tax authorities will let you know if you haven’t paid enough sales and use taxes, but wha... Read More