INVESTMENT

Understanding the Taxation of Series EE Savings Bonds

INDIVIDUAL TAX | 09/02/2024 Series EE savings bonds have been a popular choice for Americans looking to save for college or support national initiatives. Initially issued in 1980 to replace Series E bonds, they were branded as “Patriot Bonds” from 2001 to 2011 to symbolize support for the nation’s anti-terrorism efforts. If you own Series …

Read more

Navigating Challenges in Section 1031 Exchanges

PROPERTIES | 06/09/2024 When operating or selling rental real estate, it’s essential to understand the tax implications associated with intangible assets. These can include lease acquisition fees, lease cancellation fees, and loan origination fees. Properly classifying and handling these assets for tax purposes can help property owners manage liabilities, optimize deductions, and make informed decisions. …

Read more

HAVE A QUESTION? ASK CHARTERED
Please enable JavaScript in your browser to complete this form.

STAY IN TOUCH.

SIGN UP FOR CHARTERED’S NEWSLETTERS.

About Chartered Consulting LLP

Chartered Consulting LLP is a tax and advisory services firm dedicated to helping entrepreneurial, middle-market companies and high net worth individuals achieve their goals. Since 2016, clients have chosen Chartered for our insightful guidance in helping them forge pathways to success, whatever challenges they’re facing.

Contact Chartered

Office Location
13601 Preston Rd, Dallas, TX 75240
Email Us
[email protected]

CONTACT US

©2024 Charteredcpas.All Rights Reserved.
BACK TO TOP