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Tax & Accounting Articles

Social Security Benefits

Social Security benefits are taxable for most recipients. The amount of benefits subject to an income tax is dependent on overall income.

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Traditional and Roth IRA’s offer tax deferred or tax-free savings for retirement. Distribution rules vary depending on the type of IRA. Penalty exemptions may apply to early distributions.

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Gift and estate taxes

The lift-time exemptions for gift and estate taxes are doubled through 2025. Now may be the time to consider making gifts to minimize estate taxes.

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Exchanging investment or business real estate for other real estate better suited for your busines can be accomplished tax free.

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Gifts and inheritences

The receipt of a gift or inheritence is free of income taxes. If you sell the gift or inheritence you may incur income taxes.

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