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Text Content

TAX & ESTATE
PLANNING
GUIDES


 * Tax Guide
 * Estate Planning Guide


Tax Guide Home Tax Basics Investing Real Estate Business
Family & Education Charitable Giving Retirement Estate Planning
test intro text for tax guide home




ANSWERS TO YOUR TAX QUESTIONS


INDIVIDUALS

 * What are the 2024 income tax brackets and other tax figures?
 * What tax credits are currently available for electric and other clean
   vehicles?
 * How will the SECURE 2.0 law affect my retirement planning?
 * I've hired household help. What are my tax obligations?
 * I’m thinking about moving to a warmer climate after retirement. What should I
   consider regarding state and local taxes?
 * I am a victim of a natural disaster. Do I qualify for the casualty loss
   deduction?
 * How do I know if I am required to make estimated tax payments?
 * If I provide monetary support to relatives, should I give a gift or a loan?
 * Do I need professional appraisals of my noncash gifts?


BUSINESSES

 * How has the Section 179D deduction for energy-efficient building improvements
   been enhanced?
 * How does the CHIPS Act affect taxes?
 * What is the best business entity structure after the Tax Cuts and Jobs Act?
 * What documents does my business have to keep in what type of recordkeeping
   system?
 * What types of property are eligible for the Section 1031 exchange?
 * What are the 2024 deductible mileage rates for business driving and other
   purposes?
 * What are the current IRS interest rates for tax underpayments and
   overpayments?


NOT-FOR-PROFIT ORGANIZATIONS

 * How can our organization arrange corporate sponsorships and avoid paying
   UBIT?


MORE INFORMATION

Tax calendar


This calendar contains upcoming federal tax due dates for individuals,
employers, businesses, employees who work for tips and not-for-profit
organizations.
More



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The information in this Tax Guide is for general guidance only, and does not
constitute legal advice, tax advice, accounting services, investment advice, or
professional consulting. The information should not and may not be used as a
substitute for consultation with professional tax, accounting, legal, or other
competent advisers. Before making decisions or taking actions, consult a
professional adviser who has been provided with all pertinent facts relevant in
your particular situation. Tax articles in this Guide are not intended to be
used, and cannot be used, for the purpose of avoiding accuracy-related penalties
that may be imposed on a taxpayer.



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