How to make the tax code work for you
When you take the time to learn more about how it works, you may be able to put the tax…
Tax Rules When Selling Your Home
The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here’s why.
Does Your Child Need to File an Income Tax Return?
The IRS does not exempt children who have income from the obligation to file a tax return because of age….
What If You Get Audited?
“Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue…
Important Birthdays Over 50
Most children stop being “and-a-half” somewhere around the age of 12. Kids add “and-a-half” to make sure everyone knows they’re…
The Economics of Borrowing from Your 401(k)
When times are tough, that pool of dollars sitting in your 401(k) plan account may start to look attractive. But…
Sudden Wealth
What would you do with an extra $10,000? Maybe you’d pay off some debt, get rid of some college loans,…
Retirement Destination: Things to Consider
Retirement brings about a lot of freedom for retirees. One of those freedoms that many people quickly take advantage of…
2013 Tax Changes
As 2013 wanes, I’m reminded that this year there are a number of tax changes slated to take effect that…
How changes in Bypass Trusts and Portability Rules could affect your Federal Estate Tax and Planning
While something of a ‘wait and see’ game, the portability rules governing a spouse’s unused estate tax exemption signed into…
The Tax Man Cometh: Ever Wonder How He Spends Your Money?
Every year you repeat the same tired task. You collect all your receipts forms, and related tax information and either…