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Is your company’s sales staff too big, too small or just right? Answering this question is a matter of careful calculations and considerations.

Most of us are ready to turn the page on 2020. If you’re a business owner, after the confetti clears in 2021, make sure everyone at your company is thinking about ways to build the bottom line.

Medical and dental costs are expensive and it’s hard to get a tax deduction for them. But you may qualify by including every eligible expense allowed. Here’s what it takes to get a deduction and how you might be able to benefit by moving certain expenses into 2020.

The fourth 2020 estimated tax payment deadline for individuals is Friday, January 15, 2021

The IRS and the Treasury Department began issuing a second round of Economic Impact Payments

Few business owners look forward to creating an annual budget. Nonetheless, this is an important process that can be made better by attending to some key details.

It’s that time of year again: time to spend your unused dollars if you have an FSA

One way to help family members hit hard by job loss or increased debt is through an intrafamily loan or even by establishing a full-fledged family bank

Businesses have long been required to properly track payroll records. The urgency and complexity of this task has grown because of the pandemic.

State tax treatment of unemployment benefits will be a bigger deal than usual

When it comes to retirement planning, many people tend to focus on two things: opening a retirement savings account and then eventually drawing funds from it.

Planning to buy or sell mutual fund shares? Here are some tax hazards to avoid.

COVID-19 and ACA SCOTUS arguments may impact healthcare selections

Here are four tax issues to consider if you’re in the midst of getting a divorce

What we should be doing now

A qualified life annuity contract helps retirees with guaranteed payments to last their entire lives

Are you an investor or a trader? While trader status is difficult to achieve, if a taxpayer qualifies, he or she can deduct investment-related expenses.

Have you lost your job and collecting unemployment? Or are you fortunate to be working from home because of the pandemic? Both of these situations could have tax implications.

Companies looking to grow in the near future may need working capital to do so. A mezzanine loan might be a viable source of such funds but be sure to read the fine print.

Do your employees travel for business within the continental United States? If so, be advised that the IRS recently released new per diem rates that will apply beginning on October 1st.