Tax Tips

In this area you will find various documents related to tax tips that we will update from time-to-time.

If you have any suggestions, please contact us.

Individual

• Buying and Selling Mutual Fund Shares
• Exclusion of gain on sale or exchange of principle residence
• Cost of smoking-cessation program as medical expense

Business

• Local Transportation
• Cafeteria Plans
• SIMPLE IRA retirement plans

Personal Planning

• Inherited Property
• Asset Protection Planning