Reasonable IRS Appraisal Triggers Conservation Easement Settlement

Tax planning offices often don’t look like a franchise. If you want CPAs or EAs doing your work, look off the beaten bath.

Tax filing season is looming again, with the IRS saying they will begin accepting returns between January 24th and 30th.

Donor-Advised Funds or “DAFs” can normally be established with a one-page simple account form, requiring minimal information.

There is one very useful tool that many senior citizens are not aware of that can help with charitable giving and tax planning: QCD

Many investors have had success this year, which might mean that capital gains tax reporting is on it’s way to their 2021 tax returns.

Usually when this information is released each year it is a “done deal.” However, this year the IRS has cautioned that thought.

In the past 18 months, COVID-19 has financially affected many people, and our financial future as a country is tenuous. As Fall takes...

Today we’re going to talk about the most used tax planning concept in the month of November and December, charitable planning.

f you’re still out on a tax extension, heads up — you have less than a week, so it’s time to finish whatever you have been putting off.

Every new president makes changes to the tax code, so why is this time so different? The short answer is because our “books” as a...

Don’t let your stockbroker off the hook when it comes to tax planning. Many people work with brokers when they buy and sell stocks. ...

It’s hard to be logical all the time about everything. The most financially successful tax clients we serve at least attempt to force...

S Corp and Partnership returns must be filed by September 15th - that's just a few weeks away!

Have you worked toward losing weight in the past because you want to look more attractive, or fit into an expensive wardrobe you already...

On March 17th, the Urban Institute, Brookings Institution and their individual authors, reported that because of the small share of the...