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Your estate plan: Don’t forget about income tax planning

Your estate plan: Don’t forget about income tax planning

by Richard Hall | Jun 14, 2022 | Individual

As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to be concerned with federal estate tax. Before 2011, a much smaller amount resulted in estate plans attempting to avoid it. Now, because many estates won’t be...
Social Security benefits: Do you have to pay tax on them?

Social Security benefits: Do you have to pay tax on them?

by Richard Hall | Jun 7, 2022 | Individual

Some people who begin claiming Social Security benefits are surprised to find out they’re taxed by the federal government on the amounts they receive. If you’re wondering whether you’ll be taxed on your Social Security benefits, the answer is: It depends. The taxation...
The ins and outs of Series EE savings bond taxation

The ins and outs of Series EE savings bond taxation

by Richard Hall | May 24, 2022 | Individual

Many people own Series E and Series EE bonds that were bought many years ago. They may rarely look at them or think about them except on occasional trips to a file cabinet or safe deposit box. One of the main reasons for buying U.S. savings bonds (such as Series EE...
Businesses: Prepare for the lower 1099-K filing threshold

Businesses: Prepare for the lower 1099-K filing threshold

by Richard Hall | May 18, 2022 | Small Business

Businesses should be aware that they may be responsible for issuing more information reporting forms for 2022 because more workers may fall into the required range of income to be reported. Beginning this year, the threshold has dropped significantly for the filing of...
The tax mechanics involved in the sale of trade or business property

The tax mechanics involved in the sale of trade or business property

by Richard Hall | Apr 25, 2022 | Small Business

What are the tax consequences of selling property used in your trade or business? There are many rules that can potentially apply to the sale of business property. Thus, to simplify discussion, let’s assume that the property you want to sell is land or depreciable...
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