Changes to expect from the new postcard-sized 1040s

July 18, 2018 | Jeremy B. Harbor

By Jeremy B. Harbor, CPA One of the proposals under the Trump administration’s reform package last year was the idea o... Read More

401(k) retirement plan contribution limit increases for 2018; most other limits are stagnant

December 20, 2017 | Branden Wilson

Retirement plan contribution limits are indexed for inflation, but with inflation remaining low, most of the limits rema... Read More

What you need to know about year-end charitable giving in 2017

December 12, 2017 | Chad Goodman

Charitable giving can be a powerful tax-saving strategy: Donations to qualified charities are generally fully deductible... Read More

Even if your income is high, your family may be able to benefit from the 0% long-term capital gains rate

December 6, 2017 | Will Clegg

We’re entering the giving season, and if making financial gifts to your loved ones is part of your plans — or if you... Read More

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

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

Own a vacation home? Adjusting rental vs. personal use might save taxes

July 14, 2017 | James Purgason

Now that we’ve hit midsummer, if you own a vacation home that you both rent out and use personally, it’s a good time... Read More

Saving tax with home-related deductions and exclusions

April 6, 2017 | Will Clegg

Currently, home ownership comes with many tax-saving opportunities. Consider both deductions and exclusions when you’r... Read More

IRS Announces Mileage Decrease

December 10, 2013 | Ronelle Sellers

Standard milage rates for business, medical & moving decrease 0.5¢ per mile for 2014.  IRS has announced that the ... Read More

Important Tax Information You Should Know

November 26, 2013 | Ronelle Sellers

  2014 Inflation-Adjusted Amounts: The IRS released its list of inflation-adjusted tax amounts for 2014, including the ... Read More