Individual Taxes

Understanding personal income tax, tax deadlines, tax filing and more. Learn how to preserve wealth through insightful and creative tax planning.

Individual Estimated Tax Payment Due April 18

Individual Taxpayer – U.S. Individual Income Tax Return Due April 18 2023

The 2022 tax deadline for filing your Individual Income Tax Return is April 18th, 2023. Following are additional tax deadline extensions to this same date: Contributions to IRAs and health savings accountsPeople now automatically have until April 18, 2023, to make 2022 contributions to their: Individual retirement arrangements Health savings accounts Archer medical savings accounts …

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Individual Estimated Tax Payment Due April 18

Individual Taxpayer – U.S. Individual Income Tax Return Due April 18 2022

The 2021 tax deadline for filing your Individual Income Tax Return is April 18th, 2022. Following are additional tax deadline extensions to this same date: Contributions to IRAs and health savings accounts People now automatically have until April 18, 2022, to make 2021 contributions to their: Individual retirement arrangements Health savings accounts Archer medical savings …

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1099-K Form Reporting Requirements

What You Need To Know About The 1099-K Reporting Threshold

The American Rescue Plan Act of 2021 significantly changes the reporting threshold associated with Form 1099-K. This change will substantially increase the number of Forms 1099-K required to be filed with the IRS and furnished to recipients by third-party settlement organizations (TPSOs) and their electronic payment facilitators (EPFs). Modified Reporting Threshold Prior to the update, …

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