About Topel Forman
ALERTS AND ARTICLES
Stay up to date with the most recent industry news and what’s happening at Topel Forman

Home is where the tax breaks might be (March 4, 2020)
Buying a home and want to know how much of a tax break you’ll get for paying mortgage interest? Here are the rules.

Give your 401(k) plan a checkup at least once a year (March 3, 2020)
The health and well-being of your 401(k) plan calls for regular attention and care. Here are some important issues to examine.

Tax credits may help with the high cost of raising children (February 27, 2020)
The child tax credit is more valuable than it was a few years ago. In addition, more taxpayers are able to benefit from it. Here are the rules.

4 steps to a stronger balance sheet (February 26, 2020)
Market bulls and bears might disagree about when the next recession is coming. But everyone agrees that it’s smart to recession-proof your balance sheet … just in case.

Do you run your business from home? You might be eligible for home office deductions (February 25, 2020)
Do you operate your business from home or perform certain functions at home that are related to your business? You might be able to claim home office deductions on your tax return.

Reasons why married couples might want to file separate tax returns (February 20, 2020)
In most cases, married couples who file jointly save more money on taxes than those who file separate returns. However, there are cases when filing separately is a better option.

Determining whether you need to file a gift tax return can be tricky (February 18, 2020)
A solid gifting strategy often is the backbone of an estate plan. Knowing when a gift tax return must be filed can keep you on the right side of the IRS.

There still might be time to cut your tax bill with IRAs (February 12, 2020)
Saving for retirement is essential for financial security and the government provides tax incentives. If you’re eligible, you still have time to contribute to an IRA, Roth IRA or SEP and benefit on your 2019 tax return.

The SECURE Act likely to affect your retirement and estate plans (February 11, 2020)
How will the SECURE Act affect your retirement and estate plans?

Time passages: Estate planning through the years (February 4, 2020)
Life can move fast. Is your estate plan keeping up? Learn about how it should evolve over time.

Answers to your questions about 2020 individual tax limits (January 31, 2020)
Not all tax figures are annually adjusted for inflation or change due to legislation. But many do. Here are some Q&As about tax-related figures for 2020.

Numerous tax limits affecting businesses have increased for 2020 (January 30, 2020)
How much can your employees contribute to 401(k) plans this year? How much do employees have to earn in 2020 before they can stop paying Social Security tax? Here are the answers to these and other questions about annual tax-related inflation adjustments affecting businesses.
No results found.

Home is where the tax breaks might be (March 4, 2020)
Buying a home and want to know how much of a tax break you’ll get for paying mortgage interest? Here are the rules.

Give your 401(k) plan a checkup at least once a year (March 3, 2020)
The health and well-being of your 401(k) plan calls for regular attention and care. Here are some important issues to examine.

Tax credits may help with the high cost of raising children (February 27, 2020)
The child tax credit is more valuable than it was a few years ago. In addition, more taxpayers are able to benefit from it. Here are the rules.

4 steps to a stronger balance sheet (February 26, 2020)
Market bulls and bears might disagree about when the next recession is coming. But everyone agrees that it’s smart to recession-proof your balance sheet … just in case.

Do you run your business from home? You might be eligible for home office deductions (February 25, 2020)
Do you operate your business from home or perform certain functions at home that are related to your business? You might be able to claim home office deductions on your tax return.

Reasons why married couples might want to file separate tax returns (February 20, 2020)
In most cases, married couples who file jointly save more money on taxes than those who file separate returns. However, there are cases when filing separately is a better option.

Determining whether you need to file a gift tax return can be tricky (February 18, 2020)
A solid gifting strategy often is the backbone of an estate plan. Knowing when a gift tax return must be filed can keep you on the right side of the IRS.

There still might be time to cut your tax bill with IRAs (February 12, 2020)
Saving for retirement is essential for financial security and the government provides tax incentives. If you’re eligible, you still have time to contribute to an IRA, Roth IRA or SEP and benefit on your 2019 tax return.

The SECURE Act likely to affect your retirement and estate plans (February 11, 2020)
How will the SECURE Act affect your retirement and estate plans?

Time passages: Estate planning through the years (February 4, 2020)
Life can move fast. Is your estate plan keeping up? Learn about how it should evolve over time.

Answers to your questions about 2020 individual tax limits (January 31, 2020)
Not all tax figures are annually adjusted for inflation or change due to legislation. But many do. Here are some Q&As about tax-related figures for 2020.

Numerous tax limits affecting businesses have increased for 2020 (January 30, 2020)
How much can your employees contribute to 401(k) plans this year? How much do employees have to earn in 2020 before they can stop paying Social Security tax? Here are the answers to these and other questions about annual tax-related inflation adjustments affecting businesses.
No results found.
Subscribe
Stay in the know. Sign up to get our monthly newsletter for insights, updates, and helpful resources.
Subscribe
Stay in the know. Sign up to get our monthly newsletter for insights, updates, and helpful resources.
