Tax Preparation
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A Guide to Estate Tax Planning
Jan 28, 2025
If you have worked hard to amass wealth during your lifetime, or have been a careful steward of weal...
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The IRS’ 2023 Dirty Dozen
May 10, 2023
Let’s face it: few people really enjoy doing taxes, and even fewer enjoy paying them. That makes m...
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Inherited IRA Distributions Beneficiary Requirements
Nov 22, 2022
Individual retirement accounts, or IRAs, are a tax-advantaged way to save for retirement. If you hav...
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Year-End Tax Planning for 2022
Nov 11, 2022
As of this writing, we are only about six weeks away from the end of 2022. If you have a lot to do b...
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Cost of Living Adjustment Numbers for 2023
Nov 10, 2022
The Internal Revenue Service recently announced the 2023 inflation adjustments for dozens of tax pro...
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What Is the Michigan State Real Estate Transfer Tax (Srett) Refund Rule?
Apr 20, 2022
In Michigan, certain homeowners are eligible for a refund of the state real estate transfer tax (SRE...
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2022 Tax Year Inflation Adjustments
Dec 09, 2021
Inflation has been in the news lately, with impacts on everything from the price of a gallon of milk...
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2021 Year-End Tax Planning Checklist
Nov 24, 2021
If you could travel through time, it probably wouldn’t be to visit your future self next April as ...
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Update: Proposed Changes to Estate Tax Laws
Apr 29, 2021
Benjamin Franklin famously said, “In this world, nothing can be said to be certain except death an...
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Five Ways Small Business Owners Can Lower Taxes
Nov 25, 2019
Most people who become small business owners do so because they have a great idea, service, or produ...
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