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If you’re looking for a retirement plan for yourself and your employees, but you’re worried about the financial commitment and administrative burdens involved, there are some options to consider.

Did you make large gifts to children, grandchildren or others last year?

If you’re a business owner or manager who is seeking to hire, you should be aware of the details of a valuable tax credit for hiring individuals from one or more targeted groups.

You may still have time to cut your 2023 federal tax liability by taking certain steps. For example, contribute the maximum to your retirement plans, including traditional IRAs and SEP plans. 

Did you make a charitable gift last year and are hoping for a tax break when you file your return? Here are the donation rules to secure a deduction.

Most businesses can’t operate safely without the right insurance policies. Unfortunately, criminals can abuse those very same policies to commit fraud. Here are three schemes to watch out for.

The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.

Starting next year, employers with certain retirement plans can allow staff members to contribute to pension-linked emergency savings accounts. Here’s how they work and who can contribute.

Have you heard there’s an enhanced tax credit for making energy-efficient home improvements, beginning this year? Here are the rules.

The estate and gift tax exemption amount is scheduled to be cut drastically in 2026 when the related Tax Cuts and Jobs Act provisions expire (unless Congress acts to extend them). Making tax-free gifts before then can cut the size of your taxable estate and may be one way to address this potential threat.

At most companies, employees use smartphones for work one way or another. Business owners may wish to address this usage under a fringe benefits policy, but there are tax rules to consider.

If you’re selling your principal residence, or you already sold your home in 2023, some or all of the profit may be tax-free. It depends on the amount of profit and your income. Take a look at the basic rules.

If you are resuming student loan payments soon, be aware that interest is deductible for some borrowers subject to certain limits. Here are the rules.

Business owners: Pay equity is an issue that’s not going away. Fortunately, there are real, actionable ways you can address it at your company.

You’ve probably heard that you should avoid probate in estate planning. But what does that mean and how is it done?

Your Social Security income and RMDs will most likely combine to deliver a tax torpedo, but there are ways to reduce your income in retirement to pay less tax.

Bonus depreciation is an accelerated business tax deduction that allows businesses to deduct a large percentage of the purchase price of eligible assets upfront. This reduces a company's income tax which, which, in turn, reduces its tax liability.

Want to save more for retirement? You might be able to with the many changes in a new law signed on Dec. 29, 2022.

The end of the year is a good time to examine your portfolio for tax purposes. Here are some strategies that may save you taxes.

Many people are feeling the squeeze of inflation. What does this mean for your federal tax bill? Here’s what the inflation-adjusted amounts will be for several provisions in 2023, as compared with 2022.