Skip to main content Skip to search

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.

Learn more
IRA’s

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.

Learn more
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.

Learn more
Like-kind-exchanges

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

Learn more
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.

Learn more