4 Tax Breaks for Home Improvements
Are you contemplating some significant improvements to your home? Whether it's adding a pool to...
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Personal Tax (7)
Can You Swap Life Insurance for Long-Term Care Insurance?
Do you own a life insurance policy that's no longer essential to your financial goals? You may have...
Double Your Tax Savings with Home Sale Gain Exclusion Plus Like-Kind Exchange
Although the residential real estate market has cooled off in many areas, the values in some...
The IRS Has Announced Various Tax Benefit Increases for 2023
The IRS recently announced many inflation adjustments for the 2023 tax year. IRS Revenue Procedure...
Year-End Tax Planning Tips for Individuals
With year end fast approaching, it's time to consider tax planning moves that may lower taxes for...
Is a Lease with an Option to Buy a Home Right for You?
As interest rates rise and economic uncertainty abounds, many people have decided to lease their...
Are You Taking Advantage of Tax-Free Income Opportunities?
Two things in life are certain: death and taxes. While you can't live forever, there are still some...
New Rules for EV Tax Credits under the IRA
You've probably heard that the newly enacted Inflation Reduction Act of 2022 (IRA) includes a...
FAQs about Disclaiming a Gift or Bequest
For federal gift and estate tax purposes, an individual who's entitled to receive a gift or bequest...
Avoid IRA Rollover Tax Traps
An IRA rollover is usually a tax-smart move, because it allows you to continue to defer taxes on...