Case Study Tag

Year-end tax planning is on the agenda for many taxpayers, with good reason. That said, you do not have to wait for November or December to make astute moves. Planning in June or July can lead to tax savings that might be reduced or lost...

Generally, profits from selling assets such as securities and real estate held in taxable accounts are classed as long-term if the holding period was longer than one year. Tax rates on long-term capital gains are zero, 15, or 20 percent, depending on the seller’s income. To...

From coast to coast, hurricanes and wildfires and other natural disasters have created headlines while destroying homes. Your principal residence is a valuable asset, so you should be confident your homeowner’s insurance can protect you against multiple perils. Chances are, your first experience with homeowner’s coverage...

The Tax Cuts and Jobs Act (TCJA) created a new deduction for small business owners who operate pass-through entities. That includes domestic companies operated as sole proprietorships or through S corporations, partnerships, certain LLCs, trusts, and estates. Income from such entities may allow business owners...