Stock market investors: Year-end tax strategies to consider
Busy this holiday season. Don't forget to review your portfolio to see if you have any stock you want to sell by Dec. 31 to save on taxes.
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Outlook
News, views, and ideas shaping the future.
Mike Hawkins
Dec 13, 20212 min read
Providing a company car? Here's how taxes are handled
Providing a company car to executives at your business is a prized perk. Here are the basic tax rules involved in this fringe benefit.
Janie Evans
Dec 8, 20212 min read
Could an FLP fit into your succession plan?
Are you a business owner? If so, consider whether and how a family limited partnership might play a central role in your succession plan.
Linda Brogan
Dec 7, 20212 min read
How are court awards and out-of-court settlements taxed?
Receiving a personal injury or discrimination settlement or award? Here are the basic rules of when amounts are tax free or taxable.
Avleen Marwah
Dec 1, 20212 min read
With year-end approaching, 3 ideas that may help cut your tax bill
Before you know it, we’ll be ringing in 2022. You may still have time to reduce your 2021 federal tax liability by taking these steps.
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Nov 29, 20213 min read
Small businesses: There still may be time to cut your 2021 taxes
There may be ways your small business can save on 2021 taxes. But you must act before Dec. 31.
Betsy Chickering
Nov 29, 20212 min read
IRS announces adjustments to key retirement plan limits
Business owners: If your company offers a qualified retirement plan, you need to know the adjusted dollar limits and thresholds.
Wally Khoury
Nov 23, 20213 min read
New digital asset reporting requirements will be imposed in coming years
Buried in the infrastructure law that was just enacted is a change in the way cryptocurrency transactions are reported to the IRS.
Janie Evans
Nov 22, 20213 min read
U.S. House passes the Build Back Better Act
The Build Back Better Act is one step closer to becoming law as it passes the U.S. House.
Chris Luckhaupt
Nov 22, 20212 min read
Infrastructure law sunsets Employee Retention Credit early
The sun has set on the valuable Employee Retention Credit. Here’s what happened.
Kim Laws
Nov 16, 20212 min read
Remember to use up your flexible spending account money
If you have a flexible spending account, you may want to schedule a trip to the dentist or buy new eyeglasses. Here's why.
Troy Skeens
Nov 15, 20212 min read
Businesses can show appreciation - and gain tax breaks - with holiday gifts and parties
Is your business giving holiday gifts to employees or customers this year? Or are you throwing a holiday party? Here are the tax rules.
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Nov 15, 20215 min read
Don't forget to factor 2022 cost-of-living adjustments into your year-end tax planning
Take these 2022 cost-of-living amounts into consideration as you work on your year-end tax planning.
Gwen DiMeo
Nov 11, 20214 min read
Businesses must navigate year-end tax planning with new tax laws potentially on the horizon
Allocating year-end tax planning time now can prove beneficial come tax filing time next year.
Tricia Austing
Nov 10, 20212 min read
The Infrastructure Investment and Jobs Act includes tax-related provisions you'll want to know about
Congress has passed the Infrastructure Investment and Jobs Act. Find out what tax-related provisions have been built into the new law.
Brian Stautberg
Nov 10, 20214 min read
Potential tax law changes hang over year-end tax planning for individuals
If you’re concerned about your 2021 tax liability, consider these year-end tax planning strategies.
Jamie Applegate
Nov 10, 20212 min read
Feeling generous at year end? Strategies for donating to charity or gifting to loved ones
Feeling generous this year? Here are the basic rules for charitable contributions and gifts to loved ones.
Willie Craig
Nov 3, 20212 min read
Protect your business with a cybersecurity assessment
Business owners: Cybercriminals are on the prowl for your sensitive data. You should seriously consider a cybersecurity assessment.
Sarah Dmytryk
Nov 3, 20213 min read
Factor in taxes if you're relocating to another state in retirement
Taking advantage of warmer weather is one reason why many people retire to another state. But don’t forget to consider tax implications.
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Oct 28, 20213 min read
What business owners should know about stop-loss insurance
Does your business need stop-loss insurance for its self-insured health care plan? Or does it already have such coverage in place?
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