Taxes

Tax Tip with flooded house icon

Not Every Disaster Allows for a Casualty Loss Tax Deduction

Many Americans have become victims of natural disasters in 2024. Wherever you live, unexpected disasters may cause damage to your home or personal property, creating a “personal casualty loss.” This is defined as damage from a sudden, unexpected, or unusual event, such as a hurricane, tornado, flood, earthquake, fire, act of vandalism, or terrorist attack.

Read more

White porcelain piggy bank with the letters RMD

RMD Deadline and Penalties

If you’re subject to required minimum distributions (RMDs), you must take your 2024 RMD by December 31 to avoid penalties.

Read more

Hands cupping a circle of person cut-outs arranged around a pile of $100 buills.

Important Information About Charitable Giving This Year

As the end of the year approaches, many people give more thought to supporting charities they favor. To avoid losing valuable charitable deductions if you itemize, you’ll need specific documentation, depending on the type and size of your gift. Here’s a breakdown of the rules:

Read more

3 upward steps coin towers on turquoise background

2025 Brings Slight Increase to Retirement Savings

How much can you and your employees contribute to your 401(k)s or other retirement plans next year? In Notice 2024-80, the IRS recently announced cost-of-living adjustments that apply to the dollar limitations for retirement plans, as well as other qualified plans, for 2025. With inflation easing, the amounts aren’t increasing as much as in recent years.

Read more

Hand with watch and the the words Tax Due Dates on Russo robins egg blue background.

December 2024 Tax Due Dates

December 16 Calendar-year corporations: Pay the fourth installment of 2024 estimated income taxes, completing Form 1120-W for the corporation’s records. Employers: If the monthly deposit rule applies, deposit Social Security, Medicare, and the withheld income taxes for November. Employers: Deposit …

Read more

Woman sitting at desk holding a large old-fashioned metal alarm clock in front of her face with both hands

7 Year-End Tax Planning Tips for Individuals

As the holidays approach, it’s time to consider tax planning moves that will help lower your 2024 taxes, as well as set you up for tax savings in future years. Here are seven year-end tax planning ideas to consider.

Read more