April 3, 2019 Working After Age 70½? 401(k) Withdrawals Not Required Are you still working after age 70½ and don’t want to take required minimum distributions from your 401(k) account? You … Read More
March 27, 2019 Stretch Your Spending Money With The Dependent Tax Credit Are you the parent of a child who is age 17 to 23? You may be eligible for a $500 … Read More
March 8, 2019 Vehicle-Expense Deduction Ins And Outs For Individuals Rather than keeping track of your actual vehicle expense deductions, you can use a standard mileage rate to compute related … Read More
February 20, 2019 Public Companies To Disclose Stock Hedging Policies And Practices Some public companies issue stock compensation to help align the financial interests of company insiders and shareholders. But the prevalence … Read More
January 9, 2019 Federal Government Shutdown Creates Tax Filing Uncertainty The government shutdown is nearing its third week, just as the 2018 tax filing season is beginning to gear up. … Read More
December 20, 2018 Check Deductibility Before Making Year-End Charitable Gifts Not as many people will benefit from the charitable deduction on their 2018 income tax returns. Find out why donations … Read More
November 5, 2018 Donate Appreciated Stock For Twice The Tax Benefits For certain charitably inclined taxpayers, donating appreciated stock to charity can be an excellent year-end tax planning strategy. This may … Read More
November 2, 2018 Tax Incentives For Opportunity Zones In Low Income Areas Tax incentives exist for those who invest in Opportunity Zones, and the IRS has just issued proposed regulations. Learn more … Read More
October 15, 2018 529 Plans: Two Tax-Advantaged Education Funding Options When it comes to funding education expenses with a 529 plan, both prepaid tuition plans and savings plans offer attractive … Read More
September 28, 2018 Year-End Tax Planning For Investments Gets Complicated With more tax rate thresholds to keep in mind, year-end tax planning for investments is especially complicated in 2018. Find … Read More
September 21, 2018 Donating Artwork To Charity: Ins and Outs Donating artwork is a great way to share enjoyment of the work with others. But to maximize the tax benefit, … Read More
September 17, 2018 Save Tax If Your Vacation Home Qualifies As A Rental Property For owners of vacation homes, now is a good time to review year-to-date rental vs. personal use of the home. … Read More