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...