|
Titles Available
|
View
|
M/S
Word
|
PDF
|
|
Tax season cleanup: Which records can you toss?
|
|
|
|
|
Payroll fraud threats inside and outside your company
|
|
|
|
|
The tax side of gambling
|
|
|
|
|
Stuck in the Middle: Life in the Sandwich Generation
|
|
|
|
|
Tax Calendar
|
|
|
|
|
Could you be hit with the Trust Fund Recovery Penalty?
|
|
|
|
|
Next-level growth: Unlocking your business's full potential
|
|
|
|
|
It may Not be too late to reduce your 2024 taxes
|
|
|
|
|
File your FBAR on Time to avoid penalties
|
|
|
|
|
Updated guide to robust depreciation write-offs for your business
|
|
|
|
|
Who can take home office deductions?
|
|
|
|
|
Don’t move … until you’ve considered the tax implications
|
|
|
|
|
Navigate the tax season with greater ease
|
|
|
|
|
Unlocking the potential benefits of ESOPs
|
|
|
|
|
Prepare for resilience with a business continuity plan
|
|
|
|
|
Answers to five key tax questions about 2025 taxes
|
|
|
|
|
Married filing separately: When it makes financial sense
|
|
|
|
|
Tax Calendar
|
|
|
|
|
A valuation may lead to a better business future
|
|
|
|
|
Unlocking tax savings: The benefits of a cost segregation study
|
|
|
|
|
Feeling charitable? Be sure you can substantiate your gifts
|
|
|
|
|
Not every disaster allows for a casualty loss tax deduction
|
|
|
|
|
Year-end tax planning strategies for businesses
|
|
|
|
|
Year-end tax planning moves for individuals
|
|
|
|
|
Want to find out what IRS auditors know about your industry?
|
|
|
|
|
Want to find out what IRS auditors know about your industry?
|
|
|
|
|
Boost morale and save taxes with achievement awards
|
|
|
|
|
The rise of check kiting and other check fraud
|
|
|
|
|
When is employer-provided life insurance taxable?
|
|
|
|
|
An IRA withdrawal strategy with tax-reducing power
|
|
|
|
|
Tax Calendar
|
|
|
|
|
Are you aware of the business credits available?
|
|
|
|
|
Business succession and estate planning should be inseparable
|
|
|
|
|
Home sale: Failure to plan may raise your tax bill
|
|
|
|
|
Medicare premiums may lead to tax savings
|
|
|
|
|
Which business entity should you choose?
|
|
|
|
|
Keep control over inventory at your business
|
|
|
|
|
A tax break for educators
|
|
|
|
|
Using an IRA withdrawal for a qualified home purchase
|
|
|
|
|
Independent contractors: handle with care
|
|
|
|
|
6 strategies for improving collections
|
|
|
|
|
Renting to family members
|
|
|
|
|
HSAs can be powerful retirement saving tools
|
|
|
|
|
Tax Calendar
|
|
|
|
|
What expenses can't be written off by your business?
|
|
|
|
|
Getting a new business off the ground
|
|
|
|
|
Sending the kids to day camp may bring a tax break
|
|
|
|
|
Help prevent financial scams ained at older people
|
|
|
|
|
The advantages of hiring your minor children for summer jobs
|
|
|
|
|
3 ways your business can uncover cost cuts
|
|
|
|
|
To get an “early” refund, adjust your withholding
|
|
|
|
|
The “nanny tax” must be paid for nannies and other household workers
|
|
|
|
|
Tax records: What can you toss and what should you keep?
|
|
|
|
|
Is your business closing? Here are your final tax responsibilities
|
|
|
|
|
4 ways corporate business owners can help ensure compensation is “reasonable”
|
|
|
|
|
Payable-on-death accounts: Beneficial tools if used correctly
|
|
|
|
|
Tax Calendar
|
|
|
|
|
Retirement saving options for your small business
|
|
|
|
|
Hiring? How to benefit from the Work Opportunity Tax Credit
|
|
|
|
|
Have you recently reviewed your life insurance needs?
|
|
|
|
|
The Child Tax Credit is still available
|
|
|
|
|
Traveling for business in 2024? What’s deductible?
|
|
|
|
|
How to secure a tax benefit with the QBI deduction
|
|
|
|
|
Tracking down donation substantiation
|
|
|
|
|
There may still be time to lower your 2023 tax bill
|
|
|
|
|
The advantages of using an LLC for your small business
|
|
|
|
|
First-year bonus depreciation and Sec. 179 expensing: Beware of pitfalls
|
|
|
|
|
Appraisals aren’t just for businesses anymore
|
|
|
|
|
One reason to file your 2023 tax return early
|
|
|
|
|
Tax Calendar
|
|
|
|
|
Use the tax code to make business losses less painful
|
|
|
|
|
Education benefits help attract, retain and motivate your employees
|
|
|
|
|
Consider the flexibility of a self-directed IRA
|
|
|
|
|
3 strategies for handling estimated tax payments
|
|
|
|
|
Is disability income taxable?
|
|
|
|
|
How to secure a business bad debt deduction
|
|
|
|
|
One-time thing: IRA to HSA transfers
|
|
|
|
|
Follow IRS Rules to Nail Down a Charitable Tax Deduction
|
|
|
|
|
Do you run a business from home?
|
|
|
|
|
The deductibility of medical expenses
|
|
|
|
|
Don’t get carried away by a windfall
|
|
|
|
|
State taxes affect business sales, too
|
|
|
|
|
Tax Calendar
|
|
|
|
|
An “innocent spouse” may be able to escape tax liability
|
|
|
|
|
Which business website costs are deductible?
|
|
|
|
|
Plan ahead for Health Savings Accounts in 2024
|
|
|
|
|
Safeguarding your critical documents
|
|
|
|
|
Your estate plan: Don't forget about income tax planning
|
|
|
|
|
Weighing the pros and cons of LTC insurance
|
|
|
|
|
A possible tax quirk of being a business partner
|
|
|
|
|
Compiling a marital balance sheet in divorce
|
|
|
|
|
Lost your job? Here are the tax aspects of an employee termination
|
|
|
|
|
Family businesses must beware of fraud
|
|
|
|
|
Are scholarships taxable?
|
|
|
|
|
Estimated tax payments: Who owes them and when?
|
|
|
|
|
Tax Calendar
|
|
|
|
|
Is it a good time for a Roth conversion?
|
|
|
|
|
The tax obligations if your business closes its doors
|
|
|
|
|
Adopting a child? Bring home a tax break too
|
|
|
|
|
Appreciating the helpful balance of bonds
|
|
|
|
|
Bolster wealth management with trusts
|
|
|
|
|
3 things to know after filing your tax return
|
|
|
|
|
Business bartering is taxable
|
|
|
|
|
Can individual taxpayers deduct vehicle expenses?
|
|
|
|
|
Thinking about converting your home into a rental property?
|
|
|
|
|
Offering summer job opportunities? Double-check child labor laws
|
|
|
|
|
Be prepared for taxes on Social Security benefits
|
|
|
|
|
Is your withholding adequate?
|
|
|
|
|
Tax Calendar
|
|
|
|
|
SECURE 2.0 law may make you more secure in retirement
|
|
|
|
|
Can you deduct the costs of a spouse on a business trip?
|
|
|
|
|
Have a foreign account? File an FBAR
|
|
|
|
|
Reconsidering your personal emergency fund
|
|
|
|
|
Protect your business with meticulous records
|
|
|
|
|
Qualifying for the home office deduction
|
|
|
|
|
Moving out of state? Learn all the tax implications first
|
|
|
|
|
Throwing snowballs at a mountain of debt
|
|
|
|
|
6 key tax Q&As for 2023
|
|
|
|
|
Are you at risk for investment fraud?
|
|
|
|
|
Are you at risk of retirement plan leakage?
|
|
|
|
|
Smooth sailing: Tips for easier navigation through tax season
|
|
|
|
|
Tax Calendar
|
|
|
|
|
What's your taxpayer filing status?
|
|
|
|
|
The pros and cons of NQDC plans
|
|
|
|
|
Have you considered a cost segregation study?
|
|
|
|
|
Two essential documents to protect your estate
|
|
|
|
|
Year-end gifts and the gift tax annual exclusion
|
|
|
|
|
Selling trade or business property? Know the tax effects
|
|
|
|
|
As travel returns, so do travel scams
|
|
|
|
|
Discover the “hidden” advantage of HSAs
|
|
|
|
|
Renting out your vacation home? Know the tax implications
|
|
|
|
|
Check kiting is no small matter
|
|
|
|
|
Beware of “wash sales” when selling securities
|
|
|
|
|
Talking about the “sandwich generation”
|
|
|
|
|
Tax Calendar
|
|
|
|
|
Offset nursing home costs with possible tax breaks
|
|
|
|
|
Large cash business transactions must be reported to the IRS
|
|
|
|
|
Business owners, divorce and the potential for fraud
|
|
|
|
|
Large unpaid tax bills could endanger your passport
|
|
|
|
|
When is employer-provided life insurance taxable?
|
|
|
|
|
Should you digitize your tax and financial records?
|
|
|
|
|
Too much inventory at your business? Trim the fat!
|
|
|
|
|
A family budget for your needs — today and tomorrow
|
|
|
|
|
Using alternative energy for business can bring tax benefits
|
|
|
|
|
Selling your business? An installment sale may yield tax benefits
|
|
|
|
|
A tax break for educators gets an update
|
|
|
|
|
Medicare premiums may lower your taxes
|
|
|
|
|
Tax Calendar
|
|
|
|
|
Can you deduct the costs of a self-managed portfolio?
|
|
|
|
|
How start-up costs of a new business affect your tax return
|
|
|
|
|
Nonworking spouses may still contribute to an IRA
|
|
|
|
|
Help prevent financial scams aimed at older people
|
|
|
|
|
Hiring your minor children for summer jobs
|
|
|
|
|
After filing your taxes, what records can you toss?
|
|
|
|
|
To get an “early” refund, adjust your withholding
|
|
|
|
|
Sending the kids to day camp may bring a tax break
|
|
|
|
|
Could you be hit with the Trust Fund Recovery Penalty?
|
|
|
|
|
Taking casualty loss tax deductions is now harder
|
|
|
|
|
Shield your life insurance from federal estate tax
|
|
|
|
|
What do IRS auditors know about your business industry?
|
|
|
|
|
Tax Calendar
|
|
|
|
|
Slim your 2021 tax bill by fattening your IRA
|
|
|
|
|
Hiring? You may be eligible for a valuable credit
|
|
|
|
|
What to do about fraudulent credit or debit card charges
|
|
|
|
|
Act fast and you may avoid forfeiting FSA funds
|
|
|
|
|
Get more worms by filing your taxes early
|
|
|
|
|
3 financial lessons of the pandemic
|
|
|
|
|
Could you have to pay a parent’s nursing home costs?
|
|
|
|
|
Businesses can still deduct 100% of restaurant meals
|
|
|
|
|
Handle retirement plan rollovers with care
|
|
|
|
|
Could your company use a heavy SUV?
|
|
|
|
|
Tracking down donation substantiation
|
|
|
|
|
Imposter fraud targets military members and vets
|
|
|
|
|
Tax Calendar
|
|
|
|
|
Budgeting for baby
|
|
|
|
|
Gig workers: Here comes an estimated tax deadline
|
|
|
|
|
Appraisals aren’t just for businesses anymore
|
|
|
|
|
Is your business eligible for the QBI deduction?
|
|
|
|
|
Is disability income taxable?
|
|
|
|
|
4 ways to withdraw cash from a corporation
|
|
|
|
|
One-time thing: IRA to HSA transfers
|
|
|
|
|
Giving bad debts the business
|
|
|
|
|
Being prepared for an IRS audit
|
|
|
|
|
The deductibility of medical expenses
|
|
|
|
|
Don’t get blown away by a windfall
|
|
|
|
|
State taxes impact business sales, too
|
|
|
|
|
Tax Calendar
|
|
|
|
|
The current state of estate planning
|
|
|
|
|
Which business website costs are deductible?
|
|
|
|
|
Energize tax savings with an EV credit
|
|
|
|
|
Safeguarding your critical documents
|
|
|
|
|
Know the nuances of the nanny tax
|
|
|
|
|
5 key points about bonus depreciation
|
|
|
|
|
Stress testing your investment portfolio
|
|
|
|
|
Compiling a marital balance sheet in divorce
|
|
|
|
|
Curtailing tax surprises with cryptocurrency
|
|
|
|
|
Family businesses must beware of fraud
|
|
|
|
|
Are scholarships taxable?
|
|
|
|
|
A tax quirk of being a business partner
|
|
|
|
|
Tax Calendar
|
|
|
|
|
Individual taxpayers, remember the rescue!
|
|
|
|
|
Weighing the pros and cons of LTC insurance
|
|
|
|
|
Should an LLC hold your vacation home?
|
|
|
|
|
New rules for COVID-related paid sick time and leave
|
|
|
|
|
Bolster wealth management with trusts
|
|
|
|
|
3 things to know after filing your tax return
|
|
|
|
|
The tax treatment of start-up expenses
|
|
|
|
|
Appreciating the helpful balance of bonds
|
|
|
|
|
Considering a Roth IRA conversion
|
|
|
|
|
Worker classification is still important
|
|
|
|
|
Be prepared for taxes on Social Security benefits
|
|
|
|
|
How the CAA affects education funding
|
|
|
|
|
Tax Calendar
|
|
|
|
|
PPP loans: One year later
|
|
|
|
|
Home’s where a tax break might be
|
|
|
|
|
Have a foreign account? File an FBAR
|
|
|
|
|
Reconsidering your personal emergency fund
|
|
|
|
|
Why the child tax credit is so valuable
|
|
|
|
|
Claiming the home office deduction
|
|
|
|
|
Consider taxes before moving out of state
|
|
|
|
|
What’s your financial personality?
|
|
|
|
|
6 key tax Q&As for 2021
|
|
|
|
|
Business bartering is taxable
|
|
|
|
|
Are you at risk for investment fraud?
|
|
|
|
|
Twice as nice: The temporary gift tax break
|
|
|
|
|
Tax Calendar
|
|
|
|
|
What’s your taxpayer filing status?
|
|
|
|
|
Intrafamily loans and a family bank
|
|
|
|
|
Handle mutual funds carefully at year end
|
|
|
|
|
Businesses should review sales tax laws
|
|
|
|
|
ABLE accounts help those with disabilities
|
|
|
|
|
The tax impact of business property remediation
|
|
|
|
|
Catching up on catch-up contributions
|
|
|
|
|
Do you know the "hidden" advantage of HSAs?
|
|
|
|
|
The pros and cons of NQDC plans
|
|
|
|
|
Beware of "wash sales" when selling securities
|
|
|
|
|
Is it time for a cost segregation study?
|
|
|
|
|
Tax calendar
|
|
|
|
|
Talking about the sandwich generation
|
|
|
|
|
AMT less "toothy" but may still take a bite
|
|
|
|
|
Review your estate plan following a major shock
|
|
|
|
|
College savings showdown: 529s vs. Roth IRAs
|
|
|
|
|
Reporting a disaster's effects on your financial
statements
|
|
|
|
|
Risks vs. benefits of life insurance loans
|
|
|
|
|
Is your portfolio ready for a REIT?
|
|
|
|
|
Taking distributions from your traditional IRA
|
|
|
|
|
With glitch fixed, consider business property
upgrades
|
|
|
|
|
Protecting yourself from opportunistic fraud
|
|
|
|
|
Don’t forget about the payroll tax credit
|
|
|
|
|
Charitable giving in a time of crisis
|
|
|
|
|
Tax calendar
|
|
|
|
|
Installment sales may attract property buyers
|
|
|
|
|
Don't forget about your 2019 tax return
|
|
|
|
|
Keeping up with the net operating loss rules
|
|
|
|
|
Should you digitize your tax and financial
records?
|
|
|
|
|
The marriage penalty still exists under the TCJA
|
|
|
|
|
Rolling over capital gains into a qualified
opportunity fund
|
|
|
|
|
Heed the lessons of your tax return and check
your withholding
|
|
|
|
|
Benefit with a twist: The Roth 401(k)
|
|
|
|
|
A large unpaid tax bill could put your passport
at risk
|
|
|
|
|
Executive compensation requires informed
decision-making
|
|
|
|
|
Reviewing business meal expenses under today's
tax rules
|
|
|
|
|
Seniors: Medicare premiums could lower your tax
bill
|
|
|
|
|
Federal financial and tax relief addresses the
coronavirus crisis
|
|
|
|
|
Protect your estate with these two essential
documents
|
|
|
|
|
Gig workers, know your tax responsibilities
|
|
|
|
|
Is the Family and Medical Leave Act credit right
for your business?
|
|
|
|
|
The 2019 gift tax return deadline is almost here,
too
|
|
|
|
|
Raising financially responsible kids
|
|
|
|
|
The TCJA effect : Qualified residence interest
|
|
|
|
|
Careful tax planning required for incentive stock
options
|
|
|
|
|
Own a pass-through entity? Beware the Ides of
March
|
|
|
|
|
Accounting for the near and the long term in a
family budget
|
|
|
|
|
Determining an employee's "home" for
reimbursement purposes
|
|
|
|
|
What to do about fraudulent credit or debit card
charges
|
|
|
|
|
Every business owner needs an exit strategy
|
|
|
|
|
Tax calendar
|
|
|
|
|
Do you know your tax bracket?
|
|
|
|
|
Asset protection is just as important as tax
planning
|
|
|
|
|
Year-end tax and financial to-do list for
individuals
|
|
|
|
|
5 last-minute tax moves for your business
|
|
|
|
|
Pump the brakes before donating that vehicle to
charity
|
|
|
|
|
Business owners, your bad debts may be deductible
|
|
|
|
|
Making gifts to loved ones? Don't forget tax
planning
|
|
|
|
|
Act now to save 2019 taxes on your investments
|
|
|
|
|
Living the dream of early retirement
|
|
|
|
|
Step carefully with loans betwixt a business and
its owner
|
|
|
|
|
Is "bunching" medical expenses still feasible in
2019?
|
|
|
|
|
Tax calendar
|
|
|
|
|
Cost segregation studies can benefit business
owners
|
|
|
|
|
Mortgage matters: To pay down or not to pay down
|
|
|
|
|
The tax cost of divorce has risen for many
|
|
|
|
|
Double up on tax benefits by donating appreciated
artwork
|
|
|
|
|
How businesses can assess risk of worker
misclassification
|
|
|
|
|
4 types of information you need to prepare for
disaster
|
|
|
|
|
Consider the flexibility of a self-directed IRA
|
|
|
|
|
Tax document retention guidelines for small
businesses
|
|
|
|
|
Know a teacher? Tell'em about this tax break!
|
|
|
|
|
Planning for the net investment income tax
|
|
|
|
|
Estate planning portability lives on under the
TCJA
|
|
|
|
|
Be ready for anything with regular business
valuations
|
|
|
|
|
Could an FLP help your business succession plan?
|
|
|
|
|
Tax calendar
|
|
|
|
|
No surprises: Why you should check your tax
bracket
|
|
|
|
|
TCJA inspires many business owners to reconsider
entity choice
|
|
|
|
|
Consider the tax advantages of qualified small
business stock
|
|
|
|
|
Vacation homes: Do you understand the tax
nuances?
|
|
|
|
|
Ensuring your long-term care policy is
tax-qualified
|
|
|
|
|
Innocent spouse rules offer protection under some
circumstances
|
|
|
|
|
Deducting business losses for pass-through
entities
|
|
|
|
|
Send your kids to day camp and you may get a tax
break
|
|
|
|
|
Should you be worried about an IRS audit?
|
|
|
|
|
Running your personal finances like a business
|
|
|
|
|
Business vs. hobby: The tax rules have changed
|
|
|
|
|
Are income taxes taking a bite out of your
trusts?
|
|
|
|
|
Small business owners should double-check their
tax returns
|
|
|
|
|
Tax calendar
|
|
|
|
|
Weigh the tax impact of income vs. growth when
investing
|
|
|
|
|
Deducting charitable gifts depends on a variety
of factors
|
|
|
|
|
Did you repair your business property or improve
it?
|
|
|
|
|
There may be unclaimed property with your name on
it
|
|
|
|
|
Multistate resident? Watch out for double
taxation
|
|
|
|
|
You've got time: Small businesses can still set
up a 2018 SEP plan
|
|
|
|
|
Fewer taxpayers to qualify for home office
deduction
|
|
|
|
|
Throwing snowballs at your mountain of debt
|
|
|
|
|
Installment sales: A viable option for
transferring assets
|
|
|
|
|
How to trim the fat from your inventory
|
|
|
|
|
Laying the groundwork for your 2018 tax return
|
|
|
|
|
7 ways to prevent elder financial abuse
|
|
|
|
|
Tax calendar
|
|
|
|
|
An intrafamily loan is worth careful
consideration
|
|
|
|
|
Use capital losses to offset capital gains
|
|
|
|
|
Accelerating your property tax deduction to
reduce your tax bill
|
|
|
|
|
Is a PTO contribution arrangement right for your
business?
|
|
|
|
|
Taxable vs. tax-advantaged: Where to hold
investments
|
|
|
|
|
Is now the time for some life insurance?
|
|
|
|
|
Getting caught up with the latest catch-up
contributions
|
|
|
|
|
Year-end tax strategies for accrual-basis
businesses
|
|
|
|
|
Are you a member of the Sandwich Generation?
|
|
|
|
|
Avoid penalties by abiding by the NQDC tax rules
|
|
|
|
|
DOL has increased scrutiny of defined benefit
plans
|
|
|
|
|
Catching up with the home mortgage interest
deduction
|
|
|
|
|
Tax calendar
|
|
|
|
|
TCJA draws a silver lining around the individual
AMT
|
|
|
|
|
How spouse-owned businesses can reduce
self-employment taxes
|
|
|
|
|
Study up on the tax advantages of a 529 savings
plan
|
|
|
|
|
When is bartering taxable?
|
|
|
|
|
Take note of the distinctive features of Roth
IRAs
|
|
|
|
|
Assessing your exposure to the estate tax and
gift tax
|
|
|
|
|
LLC and LLP owners should befriend the PAL rules
|
|
|
|
|
Is your company overpaying on sales and use
taxes?
|
|
|
|
|
Don't let the kiddie tax play costly games with
you
|
|
|
|
|
4 questions to ask before hiring household help
|
|
|
|
|
ESOPs offer businesses tax and other benefits
|
|
|
|
|
Retirement plan options for business owners
|
|
|
|
|
Tax calendar
|
|
|
|
|
How to be tax-smart when it comes to mutual funds
|
|
|
|
|
Deducting home equity interest under the Tax Cuts
and Jobs Act
|
|
|
|
|
3 common types of IRS tax penalties
|
|
|
|
|
Beware of tax traps when making an employee a
partner
|
|
|
|
|
Do you have your own wealth management plan?
|
|
|
|
|
Choosing between a calendar tax year and a fiscal
tax year
|
|
|
|
|
Get an early tax "refund" by adjusting your
withholding
|
|
|
|
|
Foreign accounts call for specific reporting
requirements
|
|
|
|
|
Getting to know your credit and debit cards a bit
better
|
|
|
|
|
No kidding: Child credit to get even more
valuable
|
|
|
|
|
What is "reasonable compensation," anyway?
|
|
|
|
|
The new deal on employee meals (and
entertainment)
|
|
|
|
|
Tax calendar
|
|
|
|
|
Dynasty trusts are more valuable than ever
|
|
|
|
|
Heed the warning signs of W-2 phishing scams
|
|
|
|
|
Business owners: Brush up on bonus depreciation
|
|
|
|
|
The changing face of personal exemptions and the
standard deduction
|
|
|
|
|
Take a look at the domestic production activities
deduction
|
|
|
|
|
Making 2017 retirement plan contributions in 2018
|
|
|
|
|
Do you know the tax impact of your collectibles?
|
|
|
|
|
When an elderly parent might qualify as your
dependent
|
|
|
|
|
Still important: The tax impact of business
travel
|
|
|
|
|
Help prevent tax identity theft by filing early
|
|
|
|
|
Owner-employees need to stay up to speed on
employment taxes
|
|
|
|
|
4 financial planning tips for second marriages
|
|
|
|
|
Tax calendar
|
|
|
|
|
|
|
|
|
