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Month: November 2022

Optima Newsletter – November 2022

Expenses You Didn’t Know Were Tax Deductible Tax deductions can help lower your tax bill and even increase your tax refund on your return. Here are seven tax deductions you might not know are deductible.  Read More How to Avoid Tax Scams […]

An Update on Fed Rate Hikes

American households have been feeling the full effects of inflation all year with rates at their highest since early 2008. To support a healthy U.S. economy, the Federal Reserve, also known as the Fed, has raised its federal funds rate. Put simply, […]

Which Income Types Are Taxable?

Generally speaking, most income sources are taxable. However, there are some income types that are exempt from taxes. CEO David King and Lead Tax Attorney Philip Hwang  discuss different kinds of income that may or may not get taxed and provide insight […]

How to Maximize Tax Benefits of Gifts

Whether you’re a frequent or seasonal giver, you should know how giving affects taxes. Giving can affect taxes in several ways, primarily through deductions and credits. Here are some frequently asked questions on how to maximize tax benefits of gifts. What is […]

How to Expense Business Repairs

Certain business owners, including sole proprietors, businesses and rental property owners, can deduct expenses related to maintenance and repairs. The deductions must apply to their property and equipment or vehicles. However, once the repair becomes classified as a betterment, restoration, or adaptation to […]

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