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Most homeowners tuck renovation receipts into a drawer and never think about them again. But those records can determine how much of your home sale profit is taxable years, or even decades, down the road. Here’s what you need to know before it’s too late to do anything about it.

This issue of Insights & Updates has something for everyone: tips on what volunteers can actually deduct at tax time, a reminder about your secure client portal, a big congratulations to a valued team member, and a heads-up on Ohio’s Back-to-School Sales Tax Holiday coming up August 7-9. There’s a lot inside! Keep reading to make life a little #LessTaxing.

Hiring family members can create real tax advantages for small business owners, but the rules depend on entity type, relationship, age, reasonable compensation, and payroll compliance. Here’s what to know before putting relatives on payroll.

Most people use their HSA like a medical debit card, but the account is capable of much more. With a rare triple tax advantage and flexible reimbursement rules, the HSA can serve as a powerful long-term healthcare reserve. Read on to learn how to make the most of it.

Getting married triggers significant tax changes that catch many couples off guard, from a new filing status that takes effect the moment you say “I do,” to withholding gaps that can result in an unexpected tax bill in April. Beyond filing and withholding, newlyweds also need to address name and address updates, healthcare coverage decisions, HSA eligibility changes, and dependent-related credits before year-end. Tackling these adjustments proactively, rather than waiting until tax season, helps couples avoid penalties, protect their refunds, and start their financial life together on solid footing.

Ohio’s Sales Tax Holiday is August 7-9 — and if you’ve got kids heading back to school, it’s worth planning your shopping around it. Clothing, school supplies, and instructional materials all qualify for a tax exemption, but the rules might surprise you. Here’s what you need to know before you head to the store.

Your spring graduate may qualify for a tax credit worth up to $2,500 — and most families don’t realize it. This issue covers what you need to know about the American Opportunity Tax Credit, plus how to spot an IRS scam before it costs you.