Income Tax Tips for Estate Planning Aug 6, 2024Key Points: The current large estate tax exemption allows for greater focus on income... read more
Taxes When You Sell an Appreciated Vacation Home May 7, 2024Vacation homes in upscale areas may be worth way more than owners paid for them. That’s... read more
Have You Inherited Assets? Here are the Rules Jul 17, 2023If you’re planning your estate, or you’ve recently inherited assets, you may be unsure... read more
Tax Reporting for Investors and Cryptocurrency May 2, 2023If you’re a cryptocurrency investor or user, you may have noticed something new on your... read more
When is the 2022 Gift Tax Return Deadline? Mar 16, 2023Did you make large gifts to your children, grandchildren or other heirs last year? If... read more
Your 401(k) as a Retirement Saving Strategy Dec 21, 2022Socking away money in a tax-advantaged retirement plan can help you reduce taxes and... read more
Taxpayers: Do These Two Extra Taxes Affect You? Sep 8, 2022High-income taxpayers face two special taxes — a 3.8% net investment income tax (NIIT)... read more
3 Tax Liability Considerations for Spouses Aug 19, 2022When a married couple files a joint tax return, each spouse is “jointly and severally”... read more
Your Charity Gift May Need an Appraisal May 6, 2022If you donate valuable items to charity, you may be required to get an appraisal. The... read more
Make Sure You Have Substantiation for Your 2021 Charity Donations Feb 9, 2022If you gave charity donations last year, letters from the charities may have appeared in... read more
