IRA Beneficiary

Naming Your IRA Beneficiary - More Complicated Than You Might Expect

The decision concerning whom you wish to become your IRA beneficiary is critically important. Click to learn more about what this decision affects.
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Retirement Planning

Embracing Your Next Chapter: A Guide for Retirees Returning to Work

We aim to help you navigate the tax implications, understand changes to retirement accounts, and make informed decisions about your social security income.
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Pet Tax

Purr-fect Savings: The Secrets of Pet Tax Deductions

Did you know there are certain circumstances in which pet owners can claim tax deductions for their furry friends? Find out if you qualify!
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medical expenses

Maximizing Tax Deductions for Medical Expenses of Disabled Children

Here is a rundown for families who have disabled children who may benefit from tax-deductible expenses; in addition to normal medical expenses.
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deduction

Maximize the QBI Deduction Before It’s Gone

The QBI deduction is scheduled to disappear after 2025. Here’s what you need to know to make the most of it while you can.
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Dividend Treatment

Tax-Wise Ways to Take Cash From Your Corporation While Avoiding Dividend Treatment

As you may know, dividends paid out by a corporation are taxable to shareholders and can’t be deducted by the business. But there may be ways to get cash out of your closely held corporation without dividend treatment.
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vehicle credit

Clean Vehicle Credit Can Be Transferred to Car Dealer to Offset the Purchase Price

A special election allows a tax credit to be applied to reduce the cost of a vehicle purchased. This makes it easier for taxpayers to make down payments.
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withholding

Navigating Taxation and Withholding Requirements for Non-Resident Aliens

As businesses expand their operations, understanding nonresidents' taxation and withholding requirements is crucial for both the nonresident and employer.
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