Milliken, Perkins & Brunelle

09/03/2026

Taxes can affect the economics of an investment property from the time you buy it through the time you sell it. Find out the potential tax consequences of decisions you make about your involvement in rental activities, improvements to the property, and the timing and structure of a sale.

Taxes can affect the economics of an investment property from the time you buy it through the time you sell it. Find out the potential tax consequences.

08/25/2026

At back-to-school time, many teachers buy classroom supplies to help make the school year a success for their students — and don’t receive reimbursement. If you’re among them, you may have expanded opportunities for tax deductions this year. Learn more here.

Many teachers buy classroom supplies — and don’t receive reimbursement. If you’re among them, you may have expanded opportunities for tax deductions this year.

08/18/2026

Could your traditional 401(k) or IRA balance be too large? Maybe! Sometimes maximizing tax deferral is counterproductive. Learn more here.

Could your traditional 401(k) or IRA balance be too large? Maybe! Sometimes maximizing tax deferral is counterproductive.

08/11/2026

Disability insurance is a valuable benefit provided by many employers. But in some cases, income taxes can take a bite out of disability benefits. We can help you assess how much disability coverage you need depending on the tax consequences and other factors.

When deciding how much disability coverage you need to protect yourself and your family, take the tax treatment into consideration.

08/06/2026

When a child goes to college, there are both tax-saving opportunities and potential tax pitfalls. Learn how to make the most of the former and minimize the latter.

07/29/2026

Do you invest in mutual funds? If you hold such funds in a taxable account (in other words, outside of a retirement plan), it’s important to understand the tax consequences of holding and selling them.

If you hold mutual funds in a taxable account (in other words, outside of a retirement plan), it’s important to understand the tax consequences of holding and selling them.

07/21/2026

Charitable donations can be a powerful tax-saving tool. But there’s much to consider as you plan your giving for the rest of 2026. Learn more here.

Charitable donations can be a powerful tax-saving tool. But there’s much to consider as you plan your giving for the rest of 2026.

07/14/2026

Won the lottery lately? Is gambling paying off?

A winning scratch-off ticket or a slot-machine payout is worth celebrating, especially if it’s big. But there are also income tax consequences to be aware of.

A winning scratch-off ticket or a slot-machine payout is worth celebrating, especially if it’s big. But there are also income tax consequences to be aware of.

07/08/2026

Planning opportunities often become more limited as the end of the year approaches. Reviewing your tax picture midyear gives you more time to take steps to reduce or defer taxes.

Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s […]

06/30/2026

If you’re a retiree receiving Social Security benefits — or you’re planning to begin claiming them soon — it’s important to be aware of the potential income tax consequences. A variety of factors affect how much (if any) of your benefits may be taxable.

If you’re a retiree receiving Social Security benefits, it’s important to be aware of the potential income tax consequences.