The American Taxpayer Relief Act of 2012
The American Taxpayer Relief Act of 2012 (ATRA 2012), signed into law by the President on January 2, 2013, makes permanent many of the income and estate tax changes contained…
Tax on Net Investment Income
A 3.8% tax on "Net Investment Income" applies to certain individual taxpayers, estates, and trusts. This tax is in addition to any other federal income tax, including the Alternative Minimum…
COVID-19 – The Coronavirus Aid, Relief, and Economic Security (CARES) Act
The single largest piece of legislation ever passed in the U.S. was signed into law by President Donald Trump on March 27, 2020. Learn more about the Coronavirus Aid, Relief,…
Taxation of Social Security
Did you know a portion of your Social Security benefits may be subject to income taxation? Download the worksheet below to determine the taxation amount of your specific benefits.
Income Tax
Did you know there are three kinds of income? Learn more about personal service income, portfolio income, and passive income, and how they affect you come tax season.
Health Insurance Issues To Be Aware Of
An affordable, well-designed health insurance program is essential for the security of you and your family. Here are some things take note of when reviewing your health insurance coverage.
5 Tax-Smart Planning Ideas for 2021
After a chaotic 2020 and a year ripe with unpredictability, 2021 offers new hope as we move beyond the pandemic and return to life as we once knew it. In…
Year-End Tax Planning Tips
You may be able to reduce your tax liability if you consider adopting these tax strategies before year’s end. Few words can dampen the cheer and optimism of a New…