CategoryIndividual Tax Alerts

Once you file your 2022 tax return, you may wonder what personal tax papers you can throw away and how long you should retain certain

Have you bought stock in a company that later dropped in value? While you may prefer to forget such an ill-fated investment, at least you

Socking away money in a tax-advantaged retirement plan can help you reduce taxes and help secure a comfortable retirement. If your employer offers a 401(k)

If you’re thinking about selling stock shares at a loss to offset gains that you’ve realized during 2022, it’s important to watch out for the

As you may know, you can’t keep funds in your traditional IRA indefinitely. You have to start taking withdrawals from a traditional IRA (including a

The holiday season is here and many people plan to donate to their favorite charities or give money or assets to their loved ones before

The overall stock market has been down during 2022 but there have been some bright spots. As year-end approaches, consider making some moves to make

Many people have savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts or maybe you bought them

Are you feeling generous at year end? Taxpayers can transfer substantial amounts free of gift taxes to their children or other recipients each year through

You may have heard that the Inflation Reduction Act (IRA) was signed into law recently. While experts have varying opinions about whether it will reduce

The IRS announced it is opening the 2021 individual income tax return filing season on January 24. (Business returns are already being accepted.) Even if