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
What to Know About Charitable Deduction Substantiation Feb 23, 2021If you’re like many Americans, letters from your favorite charities may be appearing in... read more
As the Year Ends, Don’t Forget About Your FSAs! Nov 30, 2020Many employees take advantage of the opportunity to save taxes by placing funds in their... read more
Paying Tax on Your Social Security Benefits Aug 25, 2020If you’re getting close to retirement, you may wonder: Are my Social Security benefits... read more
The 2021 Amounts for Health Savings Accounts from the IRS May 26, 2020The IRS recently released the 2021 inflation-adjusted amounts for Health Savings... read more
Are Charitable Gifts Deductible on Your Tax Return? Jan 23, 2020Many taxpayers make charitable gifts — because they’re generous and they want to save... read more
Medical Expenses – How to Qualify for a Tax Deduction Nov 26, 2019As we all know, medical expenses, such as services and prescription drugs, are... read more
