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Tax Tips – Individual

Year-end Tax Planning Checklist: Individuals

Posted on November 20, 2018

The following is a checklist of actions based on current tax rules that may help taxpayers […]

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Donate appreciated stock for twice the tax benefits

Posted on November 18, 2018

A tried-and-true year end tax strategy is to make charitable donations. As long as you itemize […]

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2 tax law changes that may affect your business’s 401(k) plan

Posted on September 9, 2018

When you think about recent tax law changes and your business, you’re probably thinking about the […]

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The TCJA prohibits undoing 2018 Roth IRA conversions, but 2017 conversions are still eligible

Posted on September 2, 2018

Converting a traditional IRA to a Roth IRA can provide tax-free growth and tax-free withdrawals in […]

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Do you still need to worry about the AMT?

Posted on August 30, 2018

There was talk of repealing the individual alternative minimum tax (AMT) as part of last year’s […]

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3 traditional midyear tax planning strategies for individuals that hold up post-TCJA

Posted on August 21, 2018

  With its many changes to individual tax rates, brackets and breaks, the Tax Cuts and […]

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Get started on 2018 tax planning now!

Posted on June 10, 2018

  With the April 17 individual income tax filing deadline behind you (or with your 2017 […]

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Sending your kids to day camp may provide a tax break

Posted on June 7, 2018

When school lets out, kids participate in a wide variety of summer activities. If one of […]

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Do you need to adjust your withholding?

Posted on May 29, 2018

If you received a large refund after filing your 2017 income tax return, you’re probably enjoying […]

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