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Tax Articles

 

Income Tax Planning in Light of Increased Federal Estate Tax Exemption

Income Tax Planning in Light of Increased Federal Estate Tax Exemption

Posted by Cheryl A. Jankowski on September 22, 2022

In light of the changes to the federal estate tax thresholds, income tax planning is now even more important.  Also, consider that state tax laws including New York can impact your short and long term goals.

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Q4 Tax Calendar: Deadlines for Employers

Q4 Tax Calendar: Deadlines for Employers

Posted by Kristin Re’ on September 22, 2022

Follow these 4th Quarter deadlines to stay compliant with federal tax deadlines and possible deadline changes based on prior activity.

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Seller Paid Mortgage Points - Are they Deductible?

Seller Paid Mortgage Points - Are they Deductible?

Posted by John Anderson on September 13, 2022

There are plenty of rules surrounding seller paid mortgage points; learn the basics of the points, limits, and the tax aspects.

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Financial Protections for Family Members with Disabilities

Financial Protections for Family Members with Disabilities

Posted by Amanda Ornowski on September 09, 2022

Estate and financial planning can be tricky if you have a disabled family member.  ABLE accounts and special needs trusts (SNT’s) can help provide for their needs without jeopardizing federal government benefits. Learn how they work here:

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CHIPS Act Offers 25% Credit for Production of Semiconductors

CHIPS Act Offers 25% Credit for Production of Semiconductors

Posted by Jonathan Roller on September 06, 2022

The CHIPS Act aims to bolster semiconductor production and economic competitiveness. Among its provisions are funding initiatives and an investment tax credit for manufacturing facilities and equipment.

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Energy Tax Credits from the Inflation Reduction Act

Energy Tax Credits from the Inflation Reduction Act

Posted by Angela Miles on September 01, 2022

If you’re interested in purchasing energy-saving property for your home or an electric vehicle, you may qualify for a tax break under the new Inflation Reduction Act. Here are the basic rules.

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What Small Businesses Need to Know About the Inflation Reduction Act

What Small Businesses Need to Know About the Inflation Reduction Act

Posted by Kerry Roets on September 01, 2022

The new Inflation Reduction Act provides small businesses with an incentive to increase their investments in research.

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Rules for Deducting Home Office Expenses

Rules for Deducting Home Office Expenses

Posted by Hayden Coll on September 01, 2022

Many people started working from home during the pandemic and have continued working out of home offices. Some of them qualify for home office deductions, but unfortunately, not all of them do. Here are the rules.

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A Solo 401(K) Retirement Plan is a Favorable Option for the Self-Employed

A Solo 401(K) Retirement Plan is a Favorable Option for the Self-Employed

Posted by Kelsey Weigel on August 31, 2022

If you run a one-person small business, you might be able to build a bigger retirement nest egg with a solo 401(k) plan. Here are the basic rules.

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Create a Legacy with a Family Education Trust

Create a Legacy with a Family Education Trust

Posted by Cheryl A. Jankowski on August 30, 2022

If the upcoming back-to-school season has got you thinking about providing for your grandchildren’s educational needs, consider a family education trust.

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