Ready, Set, Retire
Have you given any thought to your retirement? Even if you don't expect to retire anytime soon, the...
Posts about
Personal Tax
Making a Loan to a Family Member to Help with a Home Purchase
Interest rates on residential mortgage loans have increased significantly over the last few years....
Two Important Breaks for Mature Taxpayers to Consider
If you're an "experienced" taxpayer, you're probably entitled to some age-based federal income tax...
Should Married Couples File Jointly or Separately?
Once you're married,you have two options when it comes to filing your annual federal income tax...
Key Rules for Home Office Deductions
Do you work from home all or part of the time? If you're self-employed and meet certain...
Do You Qualify for the Favorable HOH Status?
The head of household (HOH) federal tax filing status is often misunderstood by taxpayers who might...
New Twists and Turns Taken by EV Credits
Did you buy an electric vehicle (EV) in 2023? Under the Inflation Reduction Act (IRA), passed late...
Bask in Tax Breaks for Vacation Home Rentals
Do you own a vacation home in the mountains or near the water where you can enjoy some much-needed...
Can You Claim Your Parent as a Dependent?
If you payover half the cost of supporting a parent, your parent is considered your dependent for...
How Employer-Issued incentive stock options May Affect Your Taxes
Employer stock options are a potentially valuable asset for recipient employees, especially those...