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Weekly Tax Tips Archives

Review past weekly tax updates here

November 20, 2018

Catch-up retirement plan contributions can be particularly advantageous post-TCJA

November 13, 2018

Mutual funds: Handle with care at year end

November 6, 2018

Buy business assets before year end to reduce your 2018 tax liability

October 30, 2018

Donate appreciated stock for twice the tax benefits

October 23, 2018

Could “bunching” medical expenses into 2018 save you tax?

October 16, 2018

Consider all the tax consequences before making gifts to loved ones

October 9, 2018

Tax-free fringe benefits help small businesses and their employees

October 2, 2018

Charitable IRA rollovers may be especially beneficial in 2018

September 25, 2018

Tax planning for investments gets more complicated

September 18, 2018

The tax deduction ins and outs of donating artwork to charity

September 11, 2018

2018 Q4 tax calendar: Key deadlines for businesses and other employers

September 4, 2018

Do you need to make an estimated tax payment by September 17?

August 28, 2018

Back-to-school time means a tax break for teachers

August 21, 2018

Play your tax cards right with gambling wins and losses

August 14, 2018

Choosing the right accounting method for tax purposes

August 7, 2018

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

July 31, 2018

Do you still need to worry about the AMT?

July 24, 2018

Why the "kiddie tax" is more dangerous than ever

July 17, 2018

Close-up on the new QBI deduction's wage limit

July 10, 2018

What you can deduct when volunteering

July 3, 2018

Home green home: Save tax by saving energy

June 26, 2018

Do you know the ABCs of HSAs, FSAs and HRAs?

June 19, 2018

2018 Q3 tax calendar: Key deadlines for businesses and other employers

June 12, 2018

The tax impact of the TCJA on estate planning

June 5, 2018

Factor in state and local taxes when deciding where to live in retirement

May 29, 2018

Saving tax on restricted stock awards with the Sec. 83(b) election

May 22, 2018

The TCJA changes some rules for deducting pass-through business losses

May 15, 2018

Be aware of the tax consequences before selling your home

May 8, 2018

Do you need to adjust your withholding?

May 1, 2018

Get started on 2018 tax planning now!

April 24, 2018

Tax document retention guidelines for small businesses

April 17, 2018

Individual tax calendar: Important deadlines for the remainder of 2018

April 10, 2018

Haven’t filed your 2017 income tax return yet? Beware of these pitfalls

March 27, 2018

2018 Q2 tax calendar: Key deadlines for businesses and other employers

March 20, 2018

Home-related tax breaks are valuable on 2017 returns, will be less so for 2018

March 13, 2018

Casualty losses can provide a 2017 deduction, but rules tighten for 2018

March 6, 2018

Size of charitable deductions depends on many factors

February 27, 2018

Sec. 179 expensing provides small businesses tax savings on 2017 returns — and more savings in the future

February 20, 2018

Tax deduction for moving costs: 2017 vs. 2018

February 6, 2018

TCJA temporarily lowers medical expense deduction threshold

January 30, 2018

2 tax credits just for small businesses may reduce your 2017 and 2018 tax bills

January 23, 2018

Can you deduct home office expense?

January 16, 2018

Personal exemptions and standard deductions and tax credits, oh my!

January 9, 2018

Don't be a victim of tax identity theft: File your 2017 return early

January 2, 2018

The TCJA temporarily expands bonus depreciation

December 26, 2017

Tax Cuts and Jobs Act: Key provisions affecting individuals

December 19, 2017

401(k) retirement plan contribution limit increases for 2018; most other limits are stagnant

December 5, 2017

2018 Q1 tax calendar: Key deadlines for businesses and other employers

November 28, 2017

Even if your income is high, your family may be able to benefit from the 0% long-term capital gains rate

November 21, 2017

You may need to add RMDs to your year-end to-do list

November 7, 2017

2017 might be your last chance to hire veterans and claim a tax credit

October 31, 2017

The ins and outs of tax on "income investments"

October 24, 2017

Retirement savings opportunity for the self-employed

October 17, 2017

2 ACA taxes that may apply to your exec comp

October 10, 2017

Accelerate your retirement savings with a cash balance plan

September 26, 2017

Investors: Beware of the wash sale rule

September 19, 2017

Why you should boost your 401(k) contribution rate between now and year end

September 5, 2017

Watch out for potential pitfalls of donating real estate to charity

August 29, 2017

The ABCs of the tax deduction for educator expenses

August 22, 2017

Yes, you can undo a Roth IRA conversion

August 15, 2017

Put your audit in reverse to save sales and use tax

August 8, 2017

Will Congress revive expired tax breaks?

August 1, 2017

A refresher on the ACA’s tax penalty on individuals without health insurance

July 11, 2017

Own a vacation home? Adjusting rental vs. personal use might save taxes

June 27, 2017

Claiming a federal tax deduction for moving costs

June 13, 2017

Pay attention to details when selling investments

June 6, 2017

Coverdell ESAs: The tax-advantaged way to fund elementary and secondary school costs

May 30, 2017

Donating a vehicle might not provide the tax deduction you expect

May 23, 2017

Business owners: When it comes to IRS audits, be prepared

May 16, 2017

Real estate investor vs. professional:  Why it matters

May 9, 2017

Operating across state lines presents tax risks - or possibly rewards

May, 2017

Turning next year’s tax refund into cash in your pocket now

April 25, 2017

Do you know the tax implications of your C corp.'s buy-sell agreement?

April 4, 2017

Saving tax with home-related deductions and exclusions

March 21, 2017

Who can - and who should - take the American Opportunity credit?

March 7, 2017

When an elderly parent might qualify as your dependent

Febraury 28, 2017

Tangible property safe harbors help maximize deductions

February 21, 2017

Deduct all of the mileage you're entitled to - but not more

February 7, 2017

What you need to know about the tax treatment of ISOs

January 31, 2017

The "manufacturers deduction" isn't just for manufacturers

January 24, 2017

The investment interest expense deduction: Less beneficial than you might think

January 17, 2017

Deduction for state and local sales tax benefits some, but not all, taxpayers

January 10, 2017

Help prevent tax identity theft by filing early

December 13, 2016

Why making annual exclusion gifts before year end cam still be a good idea

November 15, 2016

A brief overview of the President-elect's tax plan for individuals

November 1, 2016

It's critical to be aware of the tax rules surrounding your NQDC plan

October 25, 2016

Beware of income-based limits on itemized deductions and personal exemptions

October 18, 2016

What the self-employed need to know about employment taxes

October 11, 2016

Are you timing business income and expenses to your tax advantage?

October 4, 2016

Tax smart options for your old retirement plan when you change jobs