Individual Tax
We take your individual taxes personally.
The saying goes that all politics are local—well, we can make a similar analogy that all individual tax is personal. People want to know that they’re paying the lowest amount of tax that is possible because paying those tax dollars impacts their personal cash flow. We call that “after-tax dollars”—the money you must spend after paying all your taxes. The tax code has gotten exponentially more complex for individuals with law changes, new credits, rate changes, and the list goes on. Let CRI’s team of informed and qualified tax professionals help you make the most of your personal wealth by maximizing your after-tax dollars.
Individual Tax Insights
Federal Tax Credits and Deductions for Family Caregivers
S4:E5 – SECURE 2.0 & The Impact of Changes for Business...
S4:E3 SECURE 2.0 & The Impact on Individual Taxpayers
Gig Workers: What’s Up with Form 1099-K?
S4:E1 – Adding Value To Your Internal Audit
What Does the Consolidated Appropriations Act of 2022 Mean for Me?
2023 Cost of Living Adjustments Chart
Do You Qualify for the Home Gain Sale Exclusion?
Bonus Depreciation or Section 179: What’s The Right Choice for You?
Everyday Tax Return Items That Can Trigger an Audit
Roth IRAs and the Dreaded Five-Year Rule
ABLE Accounts: A valuable financial solution for people with disabilities
2022 Year-End Tax Planning for Individuals & Families
The 411 on Student Loan Forgiveness
Key Takeaways From the Inflation Reduction Act of 2022
How Can Home Sellers Exclude Capital Gains Tax?
Easy Estate Planning Tips for Everyone
Retirement on the Horizon? Make Tax Planning a Priority
Is Your Rental Real Estate a Business?
Knowing When to Claim Social Security
A Comparison of Education Tax Credits for 2022
Does Working Remotely During the Pandemic Mean You Owe More Income...
You Could Owe “Nanny Taxes” Even If You Don’t Have Kids
You Overfunded a 529 Plan. Now What?
Safeguard Your Assets During a Divorce — Before You Get Married
S3:E3 – Panic! At the IRS Disco
Health Savings Accounts Offer Big Tax Benefits Now and in Retirement
Estate Planning FAQ
Transfer Your Wealth Using a Dynasty Trust
Two Types of Charitable Trusts You Should Know About
Have You Completed These 5 Year-End Financial Planning Tasks?
2021 Year-End Tax Planning for Individuals & Families: Strategize, Optimize, Maximize
IRS Employee Tax Forms: A Checklist for Small Businesses
IRS Income Tax Forms: A Checklist for Small Businesses
Taking a Fresh Look at Bankruptcy
Tax Strategies for Special Needs Families
Now or Later? Weighing 15-year Depreciation vs. 100% Bonus Depreciation for...
Considering a Conversion from Traditional IRA to Roth? Think Twice.
Not-So-Safe Harbor? Navigating the QBI Rules for Rental Real Estate Businesses
5 Things to Remember About Substantiating Charitable Donations
Does Your Home Office Qualify for a Tax Deduction?
Lending Money to Family? Be Sure to Stay on the Right...
Tax Concerns for Self-Employed Individuals
Record Retention Schedule
When Does a Hobby Become a Business?
Make Digital Assets Part of Your Estate Plan
What You Need to Know About the Home Office Deduction
Don’t Let These 7 Tax Terms Scare You
Charitable Donation Documentation: 6 Answers to Know
Love, Marriage, and Uncle Sam: How Getting Married Affects Your Taxes
Tax Planning Reasons to Potentially Establish a Private Foundation
5 Exercises to Rehabilitate Retirement Funds
How to Protect Yourself from Tax Identity Theft
“Yours, Mine, or Ours?”: Identifying and Valuing Marital Property
IRS Correspondence Letter: Your New Pen Pal the IRS
8 Steps for Cleaning Up a Tax Return Identity Theft Train...
Life Insurance Tax Strategies: Maximizing this Multi-Use Tool
