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Archive for the ‘Individual Tax’ Category

July 31, 2023

Your Summer Tax To-Do List

How can you improve next year’s tax situation? By taking steps this summer! Whether you received a big refund or paid your taxes on tax day, taking action now can ensure next year’s tax bill…

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June 07, 2023

Understanding the Gift Tax

The IRS Gift-Giving Rule You may give up to $17,000 to any indi­vidual (donee) within the calendar year 2023 without filing a gift tax return. If married, you and your spouse may trans­fer up to…

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June 02, 2023

Summer 2023 Tax Deadlines and IRS News

Upcoming Tax Deadlines June 15 – Second quarter 2023 individual estimated tax payments are due. August 1 – Due date for filing 2022 retirement or employee benefit plan returns (5500 series) for calendar year plans….

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