Did you know that you may be responsible for taxes on monetary gifts to others? While it pays to be generous, it’s important to understand the federal gift tax and avoid triggering it if possible.
Gift Tax: What Is It and Who Pays It?
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Preparing for the 2025 Tax Sunset
The 2018 Tax Cuts and Jobs Act (TCJA) created many tax changes for both corporations and individuals. However, only the corporate changes were signed into law. Many of the biggest individual changes were written to expire after the 2025 tax year. Here are two big items we can plan for before the 2025 sunset.
5 Taxes to Be Aware of in Retirement
If you think retiring from the workforce means a break from paying income taxes, think again! It’s important to be aware of the following five taxes and how their treatment can affect your overall federal and state tax brackets in your retirement years.
The Triple Tax Benefits of HSAs
Health savings accounts (HSAs) offer a flexible way to save for healthcare expenses, both while you’re working and during retirement.
6 Little-Known Tax Deductions for Working From Home
How to Make the Most of Your Home Office Deductions The IRS allows self-employed individuals who work primarily from home to deduct multiple expenses come tax time. This can be a valuable benefit as more of us set up remote offices. However, just because you work from...
4 Things You Need to Know Before Filing Your Taxes
Tips to Simplify the Filing Process Welcome to tax season – everyone’s favorite time of year! Well, perhaps not, but filing your taxes can be a little less painful if you are prepared. Following are four things you should know as you get ready to file your taxes. #1 –...
Browse Insights
Gift Tax: What Is It and Who Pays It?
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Preparing for the 2025 Tax Sunset
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5 Taxes to Be Aware of in Retirement
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The Triple Tax Benefits of HSAs
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6 Little-Known Tax Deductions for Working From Home
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4 Things You Need to Know Before Filing Your Taxes
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5 Things to Do Before Tax Day
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The What’s, Why’s and When’s of Withholdings
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How to Use the Net Unrealized Appreciation (NUA) Strategy in Your 401(k)
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Five New Year’s Tax Resolutions
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