Category Archives: Tax Tips

Law Change Affects Moving, Mileage and Travel Expenses

Changes to the deduction for move-related vehicle expenses The passing of the Tax Cuts and [...]

Three Ways to Maximize Charitable Giving Under the New Tax Code

As many of you are aware by now, the Tax Cuts and Jobs Act (TCJA) [...]

Year-End Business Checklist: 5 Steps To Get You Ready For Tax Season

As the year winds down, now is the best time to get your financials in [...]

Why You Should Consider Moving your Traditional IRA Into Your Current Employer’s 401(k)

Over the weekend I had a friend call for some tax advice – he was [...]

Ten Year-End Tax Moves To Minimize Your Tax Exposure

*Updated 12/28/17 With major tax reform looming, we compiled a list of year-end planning moves [...]

3 Tips For Making 1099-MISC and 1099-NEC Filing A Breeze This January

Updated for 2020: As the 2020 tax filing season approaches, it’s important to get organized [...]

Year-End Planning: Tax Strategies for Employee Stock Options

Stock options can be complex and costly if you don’t properly plan for taxes. Two [...]

The Smartest Way to Minimize Tax on a ROTH IRA Conversion

Considering converting your Traditional IRA into a Roth IRA? You’re not alone. Many of my [...]

3 Myths About Real Estate Taxation

As an active CPA, I often stumble across forums and blogs on the internet with [...]

Worried About Owing Taxes at Year-End?

Individuals should review their withholding and avoid having too little (or too much!) federal income [...]