Tax Reporting for Investors and Cryptocurrency May 2, 2023If you’re a cryptocurrency investor or user, you may have noticed something new on your... read more
When is the 2022 Gift Tax Return Deadline? Mar 16, 2023Did you make large gifts to your children, grandchildren or other heirs last year? If... read more
Your 401(k) as a Retirement Saving Strategy Dec 21, 2022Socking away money in a tax-advantaged retirement plan can help you reduce taxes and... read more
Taxpayers: Do These Two Extra Taxes Affect You? Sep 8, 2022High-income taxpayers face two special taxes — a 3.8% net investment income tax (NIIT)... read more
3 Tax Liability Considerations for Spouses Aug 19, 2022When a married couple files a joint tax return, each spouse is “jointly and severally”... read more
Your Charity Gift May Need an Appraisal May 6, 2022If you donate valuable items to charity, you may be required to get an appraisal. The... read more
Make Sure You Have Substantiation for Your 2021 Charity Donations Feb 9, 2022If you gave charity donations last year, letters from the charities may have appeared in... read more
New Digital Asset Reporting Requirements in IIJA Nov 30, 2021The Infrastructure Investment and Jobs Act (IIJA) was signed into law on November 15,... read more
What You Need to Know About Donating Art to Charity Oct 7, 2021If you own a valuable piece of art, or other property, you may wonder how much of a tax... read more
Can Taxpayers Who Manage Their Own Investment Portfolios Deduct Related Expenses? Jul 14, 2021Do you have significant investment-related expenses, including the cost of subscriptions... read more