News and Updates

The ABCS of Scholarship Tax Rules

Good news: You just found out that your high school senior son or daughter will be receiving a sizeable scholarship at a prestigious university next fall. But what are the tax consequences?

Let’s Review the Tax Implications of Investing in Mutual Funds

Mutual funds are an attractive investment option, especially for people who are looking for a...

Feast on Bigger Tax Deductions for Business Meals

Uncle Sam is helping to pick up the tab for certain business meals in 2021 and 2022. Under a...

2021 Fraud Review: Watch Out for These Financial Scams

Today, many people and small businesses are operating in survival mode. In addition to managing...

8 New Year’s Resolutions for Small Business Owners

Have you compiled a list of New Year's resolutions for your small business in 2022? Resolutions...

Close-Up on the Individual AMT

The individual alternative minimum tax (AMT) rules were made more taxpayer-friendly for 2018...

Navigating the Tax Angles for ETFs

Exchange traded funds (ETFs) are hot. Last year, $507.4 billion flowed into ETFs listed in the...

New Benefits Study: How to Fill Risky Gaps in Coverage, Knowledge

Employers and employees may not see eye to eye on many topics, including the adequacy of their...

7 Personal Financial Resolutions for 2022

It's almost time to ring in the New Year—and many people are looking forward to putting 2021 in...

How to Make the Most of the Annual Gift Tax Exclusion

The holidays often inspire a spirit of generosity. So, at year end, many people decide to give...