Possible Expiration of Key TCJA Provisions Could Affect Individual Taxpayers
The Tax Cuts and Jobs Act (TCJA) made sweeping changes to the federal tax rules for individual...
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Personal Tax
Which TCJA Changes for Individuals Are Permanent under Current Tax Law?
The landmark Tax Cuts and Jobs Act (TCJA)was passed in late 2017, but the law is still in the...
Seniors: You Might Not Want to Sell that Highly Appreciated Home
In recent years, the residential real estate markets in many areas have surged. That means there...
Top 10 Tax Breaks to Consider on Extended Returns
If you requested an extensionfor your 2023 federal income tax return, you have until six months...
Computing Tax Basis Counts when Selling a Highly Appreciated Home
Residential real estate prices in many markets have surged over the last few years. As a homeowner,...
How to Manage Taxes in Retirement
You're planning and saving money for a financially secure retirement. Good for you! But don't...
Beware of the Potential Tax Bill When Selling Your Home
Prices in many residential real estate markets have surged over the last few years. As a result,...
Important Things to Know about 529 College Savings Account Withdrawals
Have you set up Section 529 college savings plans for your children or grandchildren? The major...
7 Midyear Tax Planning Tips for Individuals
Summer is a good time to reflect on tax planning moves that could lower this year's tax bill. It...
Set up a Tax-Favored ABLE Account for a Family Member with a Disability
Today, most states offer programs that allow you to establish a tax-favored account to cover the...