May.1, 2025
Understanding the “step-up in basis” when inheriting assets
If you inherit assets after a loved one passes away, they often arrive with a valuable — but frequently misunderstood — ...
Apr.18, 2025
What tax documents can you safely shred? And which ones should you keep?
Once your 2024 tax return is in the hands of the IRS, you may be tempted to clear out file cabinets and delete digital f...
Mar.31, 2025
Discover if you qualify for “head of household” tax filing status
When we prepare your tax return, we’ll check one of the following filing statuses: single, married filing jointly, marri...
Feb.15, 2025
Many business tax limits have increased in 2025
A variety of tax-related limits that affect businesses are indexed annually based on inflation. Many have increased for ...
Feb.12, 2025
Taming the tax tangle if you’re retiring soon
Retirement is often viewed as an opportunity to travel, spend time with family or simply enjoy the fruits of a long care...
Feb.10, 2025
Sales Tax From A Contractor’s Perspective
As a construction contractor, understanding the rules associated with consumer sales tax on real property in West Virgin...