July 17, 2024 Six Tax Issues to Consider If You’re Getting Divorced Getting a divorce can be an agonizing process. You don’t want to make it worse by making decisions that will … Read More
July 17, 2024 Planning Your Estate? Don’t Overlook Income Taxes The federal estate tax exemption is currently $13.61 million, so you may want to think more about saving income taxes … Read More
July 9, 2024 Qualified Charitable Distributions Can Benefit You Here’s a strategy for older taxpayers who are charitably minded and also must take required minimum distributions from their traditional … Read More
June 25, 2024 TCJA: Tax Provisions Are Scheduled to Expire What’s on the tax horizon as many Tax Cuts and Jobs Act provisions get closer to their scheduled expiration date? … Read More
June 25, 2024 How High Can The Social Security Tax Go? The Social Security tax paid by many individuals will continue to go up in future years. Here’s a look at … Read More
June 13, 2024 The Tax Consequences of Selling Mutual Funds Investing in mutual funds is popular, but selling shares may result in complicated tax matters. Here are the rules. Read More
June 6, 2024 Foreign Assets in Your Estate Plan: Key Considerations Owning foreign assets can pose specific problems in an estate plan without proper attention. Read More
June 5, 2024 Understanding Reverse Mortgages: A Tax-Saving Solution for Older Homeowners If you’re 62 or older and own a highly appreciated house, a reverse mortgage may provide a way to stay … Read More
June 5, 2024 Caring for an Elderly Relative? You May Be Entitled to Tax Breaks If you’re caring for an elderly relative, you may be entitled to some tax breaks. Here are four of them. Read More
June 3, 2024 A Three-Step Strategy To Save Tax When Selling Appreciated Vacant Land If you’re fortunate enough to own vacant land that has appreciated greatly, you may want to sell it. But how … Read More
May 15, 2024 When Do Valuable Gifts To Charity Require An Appraisal? If you donate valuable assets to charity and don’t follow certain requirements, the charitable tax deduction may be denied. Here … Read More
May 15, 2024 Pay Attention To Tax Rules If You Turn A Hobby Into A Business There are a number of different hobbies that some taxpayers turn into businesses. Here’s how they can protect tax breaks … Read More
