Affordable Tax

Reminder: 3Q estimated taxes are due Tuesday, September 15th. Here are some things to consider.

Reminder: Third Quarter Estimated Taxes are Due - Now is the time to make your estimated tax payment If you have not already done so, please plan to make your third quarter estimated tax payment. The due date is Tuesday, September 15th.

Small financial moves can pay off for years. Discover tax breaks for education, simple tax-planning strategies, ways to make banks compete for you, and how to avoid the technology upgrade tax.

Tax & Business Newsletter: September 2026 College and trade schools are investments that can pay dividends for years. The same can be true of a few smart tax habits repeated year after year. In this month’s newsletter, we take a closer look at tax breaks for post-secondary education along with practical tax planning moves that can del...

Charitable deductions are frequently challenged or denied during an IRS review. Protect your deduction by understanding the documentation and requirements before making a donation.

Donating to Charities? Do it RIGHT! - Donation basics to ensure a proper tax deduction Too often a charitable tax deduction is disallowed upon review by the IRS. Don't let this happen to you. Here is what you need to know.

When an interest rate matters. This is what you need to know.

Understanding Tax Terms: AFRs The IRS often sees the transfer of funds as a loan, whether there is a loan agreement or not. This also means there is an implied term and interest payment. When the IRS says a transaction is a loan, what interest rate do they use? Enter AFRs. Here is what you need to know.

Time to plan for new contribution levels for your health savings account. Find the 2026 limits here.

2026 Health Savings Account Limits - Reminder to review your contributions Contribution limits for the ever-popular health savings account (HSA) are outlined for 2026. Now is a great time to review your situation and make adjustments as appropriate.

Tax savings come in all shapes and sizes. Here are some life events that require your attention if you do not wish to have a tax surprise latter on during the year.

Tax & Business Newsletter: August 2026 Sometimes the biggest financial opportunities come from paying attention to the details. In this issue, we highlight the details of several tax rules that can impact many of your life's important milestones. You'll also find an overview of the increased business mileage rates for the second half of....

Before school gets going this fall, check out these school expenses that might help you decrease your tax bill.

Hidden Back to School Tax Deductions - Plus NEW mileage rates! Time to buy school supplies? Pay for field trips? Is any of this tax deductible? Here are some ideas to find a tax break in the back-to-school rush.

If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your IRA to a qualified charitable organization without paying any tax.

Great Charitable Deduction Ideas Even though the higher standard deduction limits make charitable deductions harder to find, there are still great options to find tax breaks within your charitable giving. Here are some great tips.

Providing a gift of stock can make sense if handled properly. Read more.

A Gift of Stock - Information is key when using this tax planning strategy Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning tool. However, it is not without its complications.