Every four years, America holds a Presidential election…and early the following year, many American taxpayers make an unwelcome discovery—the political…
Hoorah! You received a year-end bonus from your employer. But the bonus check you receive likely is less than you…
A married couple helps their adult child make a downpayment on his first home. A woman pays her aging mother's…
Owning a second home can create unexpected tax traps as well as tax-saving opportunities, says attorney Timothy B. Borchers, coauthor…
Year-end tax planning presents a particular challenge in 2024 because there’s so much uncertainty about what taxes will look like…
So where do you keep all those tax documents? There are several potential solutions—but only one truly makes sense. You…
How long do you keep tax returns and related paperwork? If you look for guidance about recordkeeping from the IRS…
Nothing is certain except death and taxes—and even some taxes aren’t certain if you choose the right state. Examples: Alaska,…
Savers reveling in 5% yields on cash in money-market funds got a rude surprise this past April—they owe ordinary income…
Heads up! Higher taxes are coming, and the clock is ticking if you want to take steps to protect yourself.…
Every year, hundreds of taxpayers battle the federal government in regional district courts and US Tax Court, an independent judicial…
A separate tax advisor can provide tax advice, preparation, and filing services that other financial advisors may not be the best available for.
New rules postpone the start of required minimum distributions (RMDs) until age 73—but not withdrawing money from traditional IRAs and…
Property tax assessments are generated by computers without a human ever looking at the property—and they often are wrong. What…
You married your spouse for better or worse—not to file your taxes jointly. According to the most recent IRS statistics,…
