Milliken, Perkins & Brunelle

10/14/2026

Separation and divorce can have tax consequences that are often overlooked. If you’re in the process of a split with your spouse, it’s important to understand how a legal separation or final divorce decree could affect your 2026 filing status and tax liability.

It's important to understand how a legal separation or final divorce decree could affect your 2026 filing status and tax liability.

10/06/2026

Does your teenager have a part-time job or earn income from babysitting, yardwork or other self-employment? An IRA can provide an early start on decades of tax-advantaged saving.

09/30/2026

If the 3.8% net investment income tax (NIIT) could be on your horizon, there are ways to reduce its impact. Learn more here.

09/22/2026

Year-end tax planning strategies may warrant a review with the alternative minimum tax (AMT) in mind — even if you haven’t owed the AMT in recent years. Learn more here.

Year-end tax planning strategies may warrant a review with the alternative minimum tax (AMT) in mind — even if you haven’t owed the AMT in recent years.

09/15/2026

Did you receive a restricted stock award in 2026? Or did your restricted stock shares vest? Or perhaps you sold vested shares? A “yes” answer to any of the questions requires careful tax planning, probably sooner rather than later.

Did you receive a restricted stock award in 2026? Or did your restricted stock shares vest? Or perhaps you sold vested shares? A “yes” answer to any of the questions requires careful tax planning.

09/09/2026

Working remotely may have unexpected state tax consequences if you aren’t careful.

09/03/2026

Taxes can affect the economics of an investment property from the time you buy it through the time you sell it. Find out the potential tax consequences of decisions you make about your involvement in rental activities, improvements to the property, and the timing and structure of a sale.

Taxes can affect the economics of an investment property from the time you buy it through the time you sell it. Find out the potential tax consequences.

08/25/2026

At back-to-school time, many teachers buy classroom supplies to help make the school year a success for their students — and don’t receive reimbursement. If you’re among them, you may have expanded opportunities for tax deductions this year. Learn more here.

Many teachers buy classroom supplies — and don’t receive reimbursement. If you’re among them, you may have expanded opportunities for tax deductions this year.

08/18/2026

Could your traditional 401(k) or IRA balance be too large? Maybe! Sometimes maximizing tax deferral is counterproductive. Learn more here.

Could your traditional 401(k) or IRA balance be too large? Maybe! Sometimes maximizing tax deferral is counterproductive.

08/11/2026

Disability insurance is a valuable benefit provided by many employers. But in some cases, income taxes can take a bite out of disability benefits. We can help you assess how much disability coverage you need depending on the tax consequences and other factors.

When deciding how much disability coverage you need to protect yourself and your family, take the tax treatment into consideration.