If you own a highly appreciated vacation home that you’re ready to unload, the sale will generate a significant gain — and a sizable tax READ MORE

Author: Taryn Larkin Many of us dream of winning the lottery. But what would you do if that dream became a reality? If you are READ MORE

With year-end fast approaching, it’s time to consider tax planning moves that may lower taxes for the 2022 tax year — and possibly set you up READ MORE

By: Kathleen Bowlby Qualified Charitable Distributions (QCDs) are distributions made directly to a charity from your IRA account. The primary tax benefit is that the READ MORE

By: Tony Wimperis, CPA CONGRATULATIONS! Employer stock options are an excellent reward for hard work and loyal service. A significant benefit to employees is that READ MORE

By Ryan Wisniewski   For many, social security retirement benefits are a significant source of income in retirement, although it is not typically the only READ MORE