Individual Tax Topics

Insights on individual income tax issues, reporting, and planning considerations.

Keep Calm and Carry On [UPDATED]

Keep Calm and Carry On UPDATE 3/23/20: Filing due date postponed to July 15, 2020. See IRS Notice 2020-18. Somewhere over the rainbow, skies are blue. It may not seem…

Standard Deduction Impacts Office in Home

Standard Deduction Impacts Office in Home Tom talks through some important distinctions about deductions involved with office in the home. Give it a watch or if you prefer to read,…

2019 Year-End Tax Planning

2019 Year-End Tax Planning Tom O’Saben, EA, talks us through some year-end considerations as we zoom closer to 2020. Join us for the next 10 minutes as he touches on…

Noncash Charitable Contributions: What You Need to Know

Noncash Charitable Contributions: What You Need to Know It’s the Most Wonderful Time of the Year Part 2 of a Year-end Series While the holiday season can be a source…

Cash Charitable Contributions: What You Need to Know

Cash Charitable Contributions: What You Need to Know It’s the Most Wonderful Time of the Year Part I of a Year-end Series While the holiday season can be a source…

Backdoor Roth IRA: Have you heard of it?

Backdoor Roth IRA: Have you heard of it? Ever heard of a backdoor Roth IRA? Or for that matter, have you ever heard of a MEGA backdoor Roth IRA? How…