Socking away money in a tax-advantaged retirement plan can help you reduce taxes and...
Your 401(k) as a Retirement Saving Strategy
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Renee Kroesch
Taxpayers: Do These Two Extra Taxes Affect You?
High-income taxpayers face two special taxes — a 3.8% net investment income tax (NIIT)...
3 Tax Liability Considerations for Spouses
When a married couple files a joint tax return, each spouse is “jointly and severally”...
Your Charity Gift May Need an Appraisal
If you donate valuable items to charity, you may be required to get an appraisal. The...
Make Sure You Have Substantiation for Your 2021 Charity Donations
If you gave charity donations last year, letters from the charities may have appeared in...
New Digital Asset Reporting Requirements in IIJA
The Infrastructure Investment and Jobs Act (IIJA) was signed into law on November 15,...
What You Need to Know About Donating Art to Charity
If you own a valuable piece of art, or other property, you may wonder how much of a tax...
Can Taxpayers Who Manage Their Own Investment Portfolios Deduct Related Expenses?
Do you have significant investment-related expenses, including the cost of subscriptions...
What to Know About Charitable Deduction Substantiation
If you’re like many Americans, letters from your favorite charities may be appearing in...
As the Year Ends, Don’t Forget About Your FSAs!
Many employees take advantage of the opportunity to save taxes by placing funds in their...