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September 2026
Financial Planning Checklist
Good financial planning is mostly a matter of covering the basics consistently. Use this checklist to see where you stand, and review it at least once a year or after any major life change.
Read moreSelling Your Home: How To Minimize the Tax On the Gain
Many homeowners can sell their main home and owe little or no federal tax on the profit, but only if they plan ahead and keep good records. The rules reward people who understand how the gain is calculated.
Read moreEmployee Benefits: Frequently Asked Questions
Benefits can help you attract and keep good people, but they come with rules and costs. These are some common questions from small-business owners.
Read moreTurn your Vacation Into a Tax Deduction
Many owners dream of making a vacation partly or fully tax deductible. It can be done in limited situations, but the IRS looks closely at travel deductions, and a trip that is mostly pleasure cannot simply be relabeled as business. Here is how the rules gen…
Read moreCharitable Contributions of Property: Maximizing the Deduction
Donating property instead of cash can multiply the benefit of a gift, but the deduction depends on what you give, how long you owned it and how the charity will use it. The rules are technical, so it pays to plan before you donate.
Read moreGetting a Loan: Frequently Asked Questions
Whether you are buying a home, a car or financing an education, understanding how loans work will help you borrow wisely. Here are answers to common questions.
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