by Admin | Dec 18, 2025 | Individual Taxes
Navigating the tax implications of scams and theft losses can be complex, especially considering legislative changes that generally limit casualty and theft losses to those associated with a disaster. However, if you’ve fallen victim to a scam, there is...
by Admin | Dec 13, 2025 | Individual Taxes
Tax time is just around the corner, and if you are like most taxpayers, you are probably facing the ominous chore of compiling records in preparation for your tax appointment—whether in person, by videoconference or telephone. The difficulty of this task depends upon...
by Admin | Nov 20, 2025 | Individual Taxes, Tax Planning
The American Opportunity Tax Credit (AOTC) is a valuable educational credit designed to help students and their families offset the cost of higher education. Maximizing this credit can lead to significant financial benefits when managed strategically. In this...
by Admin | Nov 19, 2025 | Individual Taxes, Tax Planning
The holiday season is a time of giving, and while the joy of gifting is often its own reward, there are ways to make your generosity even more impactful through strategic tax planning. By understanding the tax implications of certain gifts, you can maximize the...
by Admin | Nov 17, 2025 | Individual Taxes
Year-end is rapidly approaching, as are the holidays. So, before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for your 2025 tax filing. Here are last-minute tax issues you...
by Admin | Nov 10, 2025 | Individual Taxes, Tax Planning
Receiving proceeds from a lawsuit settlement can significantly impact your financial situation, and understanding the tax implications is crucial for effective financial planning. The Internal Revenue Service (IRS) provides comprehensive guidelines on how to determine...
