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Year-End Moves for Charitable Donations

November 2, 2020

‘Tis almost the season for charitable giving. Besides helping a worthy cause, your donations may qualify for a festive write-off…

Year-End Tax Planning Moves for Small Businesses

October 20, 2020

If you own a business, consider the following strategies to minimize your tax bill for 2020. Net Operating Losses (NOLs)…

Business Vehicle Purchases: What is deductible for 2020?

October 4, 2020

Purchases of new and used business vehicles may qualify for tax breaks under current tax law. If you need a…

Plan Around the Medicare Tax on Investment Income

September 3, 2019

The 3.8% Medicare tax on net investment income took effect a few years ago. It only affects higher-income individuals, but…

Estate Planning: Retirement Accounts & Your Estate Plan

August 5, 2019

Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve…