Reap the Tax Benefits of Education Planning
On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]
Borrowing Money to Finance an Education?
On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]
Major Tax Developments for 2013
Thomson Reuters released their list of major tax developments for 2013. We’ve placed it on our website for your convenience but you may also check it out at their website – Thomson Reuters. Taxable & Exempt Income IRS concludes that an incentive to health care professionals and hospitals for using electronic records is income to […]
Checklist of 36 Tax Filing Errors to Avoid
Thomson Reuters released their list of major tax developments for 2013. We’ve placed it on our website for your convenience but you may also check it out at their website – Thomson Reuters. Taxable & Exempt Income IRS concludes that an incentive to health care professionals and hospitals for using electronic records is income to […]
Child Care Credit Available to Student-Parents
On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]
Home Equity Can Provide Funds for Children’s Education
On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]
Explore Education Tax Incentives
On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]
Take Advantage of Education Tax Benefits
On December 22, 2017, The Tax Cuts and Jobs Act was signed into law. The information in this article predates the tax reform legislation and may not apply to tax returns starting in the 2018 tax year. You may wish to speak to your tax advisor about the latest tax law. This publication is provided […]
Did You Take Your 2020 RMD Too Soon?
Article Highlights: 2020 RMD Waiver What Are RMDs? Distributions Subject to the Waiver RMD Rollover Who Qualifies for a Rollover? As part of the CARES Act, the requirement for older taxpayers to take required minimum distributions (RMDs) from their retirement plans has been waived for 2020. This is primarily due to the drop in value […]
Retirees that Don’t File a Tax Return and Have Dependent Children May Need to Take Action Before Noon April 22
Article Highlights: Social Security or Railroad Retirees Children Under Age 17 IRS Non-filer Tool Before Noon EST April 22 SSI and VA Beneficiaries If you receive Social Security Retirement or Railroad Retirement benefits and are not required to file a tax return and have one or more dependents under the age of 17, you need […]