Individual

Blog Category

Understanding Nanny Taxes: Part 1

Is the nanny tax on your radar?  Here’s what you should know. When most people think of payroll taxes, they...
Read More about Understanding Nanny Taxes: Part 1

Tax Relief for Disaster Victims

Disasters are making headlines more frequently these days. Severe events such as wildfires, floods, tornadoes, hurricanes, and earthquakes can cause...
Read More about Tax Relief for Disaster Victims

Missing an Estimated Tax Payment – Now What?

Missing an estimated tax payment can result in non-deductible penalties. Make timely payments via IRS Direct Pay or EFTPS—secure and...
Read More about Missing an Estimated Tax Payment – Now What?

Higher Retirement Plan Contribution Limits in 2025!

Retirement savers, take note—2025 is bringing significant changes to contribution limits, especially for those nearing retirement. These updates, made possible...
Read More about Higher Retirement Plan Contribution Limits in 2025!

Tax Deductions for Real Estate Investing You Should Know

Real estate investing can include purchasing raw (unimproved) land and is ordinarily cheaper than land with buildings and other improvements....
Read More about Tax Deductions for Real Estate Investing You Should Know

Understanding SWEEP Accounts: A Valuable Tool for Small Business Owners

As a small business owner, managing your cash flow effectively is crucial to the success of your business. One financial...
Read More about Understanding SWEEP Accounts: A Valuable Tool for Small Business Owners

W-9 Forms & Best Practices For Collecting Them

In the realm of business operations and financial compliance, collecting W-9 forms is a critical task that should be approached...
Read More about W-9 Forms & Best Practices For Collecting Them

Are You a Gambler? Find Out If Tax Law Considers You Professional or Recreational

When it comes to taxes, the tax code treats professional gamblers better than recreational gamblers. Professional Gamblers Unlike recreational gamblers,...
Read More about Are You a Gambler? Find Out If Tax Law Considers You Professional or Recreational

Beware of the Dreaded Wash Sale Rule When Harvesting Tax Losses

Below are some important insights regarding tax-loss harvesting, a strategy that can be beneficial for managing your investments and tax...
Read More about Beware of the Dreaded Wash Sale Rule When Harvesting Tax Losses

Sign Up For Our Newsletter