March 21, 2024 President Biden’s Proposed Budget Highlights His Tax Agenda President Biden has laid out his proposals for tax law changes in the fiscal year 2025 budget. Turn to us … Read More
March 21, 2024 How Renting Out A Vacation Property Will Affect Your Taxes Many people who own vacation homes rent them out to earn extra income. Even better, renting them out may provide … Read More
March 17, 2024 Beware Of A Stealth Tax On Social Security Benefits Many retirees are surprised to find out that some of their Social Security benefits are hit with federal income tax. … Read More
March 8, 2024 Unemployment Is Bad But The Tax Implications Could Be Worse Losing your job doesn’t mean putting tax issues in the rear-view mirror. There can be tax implications to a layoff … Read More
March 4, 2024 April 15 Is The Deadline To File A Gift Tax Return Whether you need to file a gift tax return depends largely on the circumstances surrounding the gift. Read More
February 27, 2024 New Option For Unused Funds In A 529 College Savings Plan It’s not unusual for parents to end up with unused funds in their children’s 529 college savings plans. There’s a … Read More
February 22, 2024 If You Didn’t Contribute To An IRA Last Year, There’s Still Time Saving now for retirement is one of the smartest moves you can make to help ensure financial security. If you’re … Read More
February 7, 2024 Married and Filing Jointly Or Separately: What’s The Difference? Is it better for a married couple to file a joint tax return or file separately? It depends. Here’s a … Read More
February 7, 2024 If You Gave To Charity, Check For Substantiation Did you make a charitable gift last year and are hoping for a tax break when you file your return? … Read More
January 25, 2024 2024 Tax Calendar Reference this tax calendar to learn the 2024 deadlines for various tax-related forms and payments. Read More
January 25, 2024 IRAs: Build A Tax-Favored Retirement Nest Egg How much can you save in an IRA this year and when do you have to start making withdrawals? Here … Read More
January 19, 2024 There’s A New Threshold For Electronically Filing Information Returns Businesses that file 10 or more information returns must now file them electronically. Read More