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Understanding the Gift Tax: What You Need to Know

Giving money or property to a loved one can be a generous act—but did you know that certain gifts may...
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Vacation Homeowner’s $20,000 Tax Mistake You Can Avoid

Are you a vacation homeowner? Do you rent out a second property? If so, there’s a real-life tax case you...
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How to Qualify Your Convention, Conference or Seminar Attendance for Tax Deduction

When it comes to getting the tax deduction, not all events are created equal. Attending conventions, conferences, and seminars can...
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Time is Running Out: Take Advantage of Clean Energy Credits Before They Disappear

As the push for renewable energy accelerates, so does the urgency to act. Two major federal incentives—the electric vehicle tax...
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A New Tax Law Just Landed – And It’s a Big One

If you’re a small business owner, there’s a major shift in the tax landscape you should know about. On July...
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Qualified Charitable Distribution (QCD) with IRA Checking Account – Easy, but Beware

If you are required to take minimum distributions from your traditional IRA and are charitably inclined, you might benefit from...
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June Estimated Tax and Pass-Through Entity Tax Deadlines Are Here: What You Need to Know

As we approach mid-June, we want to give our business owners a friendly reminder about two important tax deadlines: Estimated...
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Protect Yourself: Digital Receipts

When it comes to IRS audits, one of the most common reasons taxpayers lose deductions is the lack of proper...
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Understanding Nanny Taxes: Part 2

Have a Nanny or Other Household Employee? Here’s What You Can Do Next. Last week we covered how hiring a...
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