3 min read
Consider an installment sale to optimize taxes when selling your business
Over the years, you’ve invested blood, sweat and tears into building a successful small business. Now it’s time to sell and move on to the next...
3 min read
Over the years, you’ve invested blood, sweat and tears into building a successful small business. Now it’s time to sell and move on to the next...
2 min read
Whether your small business is new or you’ve run it for decades, you may not fully understand which expenses are potentially tax-deductible and which...
4 min read
Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your...
4 min read
Ordinary repair and maintenance costs are generally deductible in the year they’re paid or incurred, depending on your accounting method. Costs that...
3 min read
Many individuals invest in real estate to help diversify their portfolio, create an income stream for themselves from rental income and build net...
4 min read
A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected...
2 min read
Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. But if you bought an...
2 min read
Personal interest expense generally can’t be deducted for federal tax purposes. There are, however, exceptions. Here are four, one of which is a new...
2 min read
Debt is inevitable for most small and midsize businesses. Loans are commonly used to help fund a company’s launch, expansion, equipment purchases and...
3 min read
Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their charitable deductions. And in some cases,...
2 min read
Beginning in 2026, taxpayers in the top federal income tax bracket will see their itemized deductions reduced. If you’re at risk, there are steps you...
1 min read
Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so, consider giving appreciated...
3 min read
As 2025 began, individual taxpayers faced uncertainty with several key provisions of the tax law that were set to expire at the end of the year. That...