SKP Perspectives for Individuals

SKP Perspectives for Individuals is our monthly enewsletter. Articles focus on a variety of tax-saving ideas, tax planning and compliance tips. When warranted, you will also receive special alerts that require your immediate attention. We promise not to overload your inbox! Subscribe below.

How Social Security Benefits are Taxed

Need to File a Gift Tax Return?

Penalty Tax for Early IRA Withdrawals

Reduce Your 2023 Tax Bill

Tax Effects of Renting Vacation Home

What is the gift tax annual exclusion?

IRA for Nonworking Spouse

Creating a Living Trust

Tax Consequences of Retirement

Estate Planning: How Tax Basis Works

Claim Losses on Devalued Stock

Current Child Tax Credit Rules

Tax-Preferred Ways to Save for College

Notice of Unclaimed Tax Refunds

Individuals: Year-End Ideas to Save Taxes

Taxes for High Income Earners

Avoid Early Withdrawal Tax Penalty

Connecticut Child Tax Rebate

Is a stock market downturn a good time for Roth conversion?

Revised Tax Limits for Your 2022 Return

Do you need to file a gift tax return?

Help Avoid Tax Identity Theft and File Early

Can I deduct medical expenses on my tax return?

Year-end Tax Strategies for Stock Market Investors

Participating in Your Employer 401(k) Plan

Am I eligible for a health savings account?

Tax Planning for Year-End Gifts of Cash or Stock

How much tax will I pay from inheriting property?

How to Build a Tax-Favored College Fund

How to Reduce the Net Investment Income Tax

Two New Tax Changes Affecting Individuals

2020 IRA Contribution: There Still May Be Time

There is Still Time to Validate 2020 Donations

Four Tax Issues for Divorcing Couples to Understand

Maximum Tax Breaks for Your Children’s Education

COVID-19: IRS Announces More Relief and Details

Married Couples: File Jointly or Separately?

Tax Rules Involved in Selling Mutual Fund Shares can be Complex

Are You Qualified to Reduce Your Tax Bill with IRAs?

Help Avoid Tax Identity Theft by Filing Your Tax Return Early

Saving for Retirement? Four New Law Changes That May Affect You

Can I Get a Tax Break for Medical Expenses?

Three Tax-Saving Strategies Before Year-End

A Tax-Advantaged Way to Save for Disabled Family Members

Qualified Charitable Distributions Can Be a Smart Tax Move

Selling Securities by Year End? Beware of Wash Sale Rule

Make the Most of Gift Tax Exclusion Rules

Be Alert for Tax Scams

Do You Need to Make an Estimated Tax Payment on September 16?

Carefully Plan Withdrawals from Your Traditional IRA

The “Kiddie Tax” Hurts Families More Than Ever

Review Your Investments for Tax-Saving Strategies

Will There Be a Tax on My Social Security Benefits?

Health Savings Accounts: A Smart Tax-Saving Opportunity for You?

Retiring to Another State? Don’t Forget about Taxes

Do You Need to Adjust Your Withholding?

Where is My 2018 Tax Refund?

Electric Vehicles May Quality for Tax Credit

Casualty Loss Deductions May Be More Difficult to Take

Seniors: Medicare Premiums May Lower Your Tax Bill

Dependent Tax Credit: Are You Eligible?

Are You Required to File a 2018 Gift Tax Return?

Incentive Stock Options Call for Careful Tax Planning

Have Dependents? Here Are Three Big Tax Changes That May Affect You

5 Tax Deductions That May Disappear from Your 2018 Return

Don’t Wait to File Your 2018 Income Tax Return

Get Proof for 2018 Charitable Donations

Medical Expense Deduction Threshold Hard to Meet in 2019

Is It Too Late to Take 2018 Deductions for Bonuses Paid in 2019?

Opportunities to Increase Your Retirement Savings in 2019

TCJA: Items Impacting Individual Taxpayers

Year-end Charitable Gifts: Check Deductibility in Advance
Action Items for Year-end Tax and Financial Planning



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