The “kiddie tax” can increase a family’s overall tax liability if investment income is generated in a child’s name — even if the child is a young adult. But you may be able to minimize its impact. https://t.co/5iJLGOIMqW
Tax Planning After the Loss of a Spouse: The death of a spouse is, first and foremost, a profound personal loss with intense emotional and psychological impact. But it can also bring about major financial changes at a difficult time. https://t.co/5iJLGOIMqW
Should you make after-tax, non-Roth 401(k) contributions? If you’ve been maxing out your 401(k) elective deferrals, you may be able to add to your retirement nest egg with another type of 401(k) contribution. https://t.co/5iJLGOIMqW
Certain small businesses may qualify for various federal tax breaks. But different tax provisions use different size tests. Read on to learn more about big tax breaks for small businesses that meet one such test. https://t.co/5iJLGOIMqW
Does your business own commercial real property? A closer look at your building costs could change how quickly you can deduct those expenses. A cost segregation study can uncover tax savings hidden in plain sight. https://t.co/5iJLGOIMqW
Rebalancing your investment portfolio periodically is necessary to maintain your desired asset allocation, which can help manage risk and achieve your goals. Here are some tips for tax-smart rebalancing. https://t.co/5iJLGOIMqW
Individual tax calendar: Key deadlines for the remainder of 2026. To minimize potential interest and penalties and maximize tax-saving opportunities, look beyond April 15 to the tax-related deadlines you may face for the rest of 2026. https://t.co/5iJLGOIMqW
FAQs about the research credit. The research credit isn’t just for labs or tech companies. Many businesses are missing out because they mistakenly assume they don’t qualify — or aren’t sure where to start. Learn how the credit works and what to consider. https://t.co/5iJLGOIMqW