Resources

Saving Tax with Home-Related Deductions and Exclusions

Currently, home ownership comes with many tax-saving opportunities. Consider both deductions and exclusions when you’re tax planning for 2017 and preparing to file your 2017 tax return...

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Individual Tax Calendar: Key Deadlines for the Remainder of 2017

To help you make sure you don’t miss any important 2017 deadlines, here’s a look at when some key tax-related forms, payments and other actions are due.

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Real Estate Investor vs. Professional: Why It Matters

Income and losses from investment real estate or rental property are passive by definition — unless you’re a real estate professional. Why does this matter?

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Tullahoma Businesses: Does Your Sign Need a Makeover?

Have a business in Tullahoma, TN with a sign that needs a facelift? Or, moving to a new location but not so crazy about the previous tenant’s sign? The City of Tullahoma may be able to help with a “Sign Enhancement Grant.

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It May Be Time for Your Company to Create a Strategic IT Plan

Many companies take an ad hoc approach to technology. If you’re among them, it’s understandable; you probably had to automate some tasks before others, your tech needs have likely evolved over time, and technology itself is always...

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Looking for Concentration Risks in Your Supply Chain

Concentration risks are a threat to your supply chain. These occur when a company relies on a customer or supplier for 10% or more of its revenue or materials, or on several customers or suppliers located in the same geographic region. If a key customer or supplier experiences turmoil, the repercussions travel up or down the supply chain and can quickly and negatively impact your...

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A "Back Door" Roth IRA Can Benefit Higher-Income Taxpayers

A potential downside of tax-deferred saving through a traditional retirement plan is that you’ll have to pay taxes when you make withdrawals at retirement. Roth plans, on the other hand, allow tax-free distributions; the tradeoff is...

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Donating a Vehicle Might Not Provide the Tax Deduction You Expect

All charitable donations aren’t created equal — some provide larger deductions than others. And it isn’t necessarily just how much or even what you donate that matters. How the charity uses your donation might also affect your...

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Nonqualified Stock Options Demand Tax Planning Attention

Your compensation may take several forms, including salary, fringe benefits and bonuses. If you work for a corporation, you might also receive stock-based compensation, such as stock options. These come in two varieties: nonqualified (NQSOs) and incentive (ISOs). With both NQSOs and ISOs, if the stock appreciates beyond your exercise price, you can...

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3 Midyear Tax Planning Strategies for Individuals

In the quest to reduce your tax bill, year end planning can only go so far. Tax-saving strategies take time to implement, so review your options now. Here are three strategies that can...

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