

Over the years, you’ve invested blood, sweat and tears into building a successful small business. Now it’s time to sell and move on to the…

Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual…

Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s take a look at a…

Many modern businesses rely on intangible assets, such as goodwill, trademarks and customer lists. But the IRS doesn’t treat all intangibles the same way. Questions…

Whether you’re selling your business or acquiring another company, the tax consequences can have a major impact on the transaction’s success or failure. So if…

Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so, consider giving appreciated…
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