Learning Center : Articles

Year-End Investment Moves

Article Highlights: Zero Capital Gains Rate Offset Gains With Losses Wash Sales If you invest in publicly traded securities, here are a couple of tax-saving possibilities you shouldn’t forget to consider before year-end. Zero Capital Gains Rate - If you [...Read More]

Published: November 17th, 2016

Having a Low Taxable Income Year? Ways to Take Advantage of It

Article Highlights: Taxable Income Graduated Individual Tax Rates Take IRA Distributions Defer Deductions Convert Traditional IRA Funds into a Roth IRA Zero Capital Gains Rate Business Expenses Being unemployed, having had an accident that’s kept you from earning income, incurring [...Read More]

Published: November 17th, 2016

Habits That Threaten Your Identity and Pocketbook

Habits That Threaten Your Identity and Pocketbook Article Highlights What’s In Your Wallet Or Purse Your Fear Of The IRS Using Public Internet Connections Not Screening Your E-Mails E-Mailing And Texting Sensitive Information Being Free and Easy With Passwords Using [...Read More]

Published: November 17th, 2016

Are You Caring for a Disabled Family Member? Read This.

Article Highlights: Caring for Disabled Family Members Qualified Medicaid Waiver Payments 2014 IRS Announcement Exclusion Qualifications Mandatory Exclusion Earned Income Tax Credit Many taxpayers prefer to care for ill or disabled family members in their homes as opposed to placing [...Read More]

Published: April 22nd, 2016

Big Business Write-Offs Available

Article Highlights: PATH Act Section 179 Deductions Leasehold Property Restaurant Property Retail Improvements Bonus Depreciation Auto and Small Truck First-Year Write-Offs With the enactment of the Protecting Americans from Tax Hikes (PATH) Act, Congress made two significant business-friendly changes in [...Read More]

Published: April 22nd, 2016

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