Restricted stock deserves attention before year end
October 13, 2026
Did you receive a restricted stock award in 2026? Or did your restricted stock shares vest? Or perhaps you sold vested shares? A “yes” answer to any of the questions requires careful tax planning, probably sooner rather than later.
Remote work can complicate your state taxes
October 8, 2026
Working remotely may have unexpected state tax consequences if you aren’t careful.
Tax planning for real estate investors
October 1, 2026
Taxes can affect the economics of an investment property from the time you buy it through the time you sell it. Find out the potential tax consequences of decisions you make about your involvement in rental activities, improvements to the property, and the timing and structure of a sale.
Educators may be able to claim 2 deductions for 2026 classroom expenses
September 17, 2026
At back-to-school time, many teachers buy classroom supplies to help make the school year a success for their students — and don’t receive reimbursement. If you’re among them, you may have expanded opportunities for tax deductions this year.
Sometimes how much is in tax-deferred retirement accounts may be too much
September 4, 2026
Could your traditional 401(k) or IRA balance be too large? Maybe!
Disability benefits may have income tax consequences you don’t expect
September 2, 2026
When deciding how much disability coverage you need to protect yourself and your family, take the tax treatment into consideration.
