Personal Taxes
Tax Considerations For Selling Appreciated Stock
Frames capital gains, holding periods, estimated payments, charitable coordination, and conversations with investment advisors
How To Plan Around Net Investment Income Tax
Explains the concept at a high level, income categories, thresholds, and why projections matter for high-income taxpayers
How To Document Business Purpose For Tax Deductions
Explains contemporaneous notes, receipts, meeting records, mileage logs, and consistent bookkeeping categories
Tax Filing Tips For Households With Multiple Income Sources
Covers W-2s, 1099s, K-1s, rental income, investment forms, estimated payments, and document organization. Guidance from Eric S. Smith, CPA, PLLC for comple.
What To Review When Tax Laws Change Mid-Year
Explains why taxpayers should revisit projections, withholding, deductions, credits, and entity assumptions after new guidance
Tax Season Readiness Checklist For Complex Returns
A pre-filing checklist for taxpayers with business income, investments, rental property, retirement accounts, or multi-state issues
What Documents To Upload Before Tax Season
A client resource checklist for income forms, business records, deductions, notices, prior returns, and advisor documents
The Problem With One-Size-Fits-All Tax Advice
Explains how internet tax advice can miss entity structure, income mix, state issues, documentation, and timing
Why Tax Advice Should Be Specific To Your Facts
Thought leadership on why generic tax tips can be risky for complex clients and why individualized review matters
What High-Income Taxpayers Should Review After A Tax Law Change
A thought leadership article about reviewing withholding, deductions, entity choices, retirement planning, and major decisions after tax law updates