You may think you don’t need to make any estate planning moves because of the generous federal estate tax exemption of $12.92 million for...

With the rising cost of college, many families are in search of scholarships to help pay the bills. If your child is awarded a...

Many Americans own a vacation home or aspire to purchase one. If you own a second home in a waterfront community, in the mountains or in...

This year, many Americans have been victimized by wildfires, severe storms, flooding, tornadoes and other disasters. No matter where you...

If you gamble or buy lottery tickets and you’re lucky enough to win, congratulations! After you celebrate, be aware that there are tax...

With the escalating cost of health care, many people are looking for a more cost-effective way to pay for it. For eligible individuals, a...

If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is...

Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts of cash or stock to their...

Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax...

If you’ve successfully filed your 2022 tax return with the IRS, you may think you’re done with taxes for another year. But some questions...

If you itemize deductions on your tax return, you may wonder: What medical expenses can I include? The IRS recently issued some...

If you’re a crypto investor or user, you may have noticed something new on your tax return this year. And you may soon notice a new form...

A common question for people planning their estates or inheriting property is: For tax purposes, what’s the “cost” (or “basis”) an...

Once you file your 2022 tax return, you may wonder what personal tax papers you can throw away and how long you should retain certain...

If you’re an art collector, you may wonder about the tax breaks available for donating a work of art to charity. Several different tax...

When preparing your tax return, we’ll check one of the following statuses: Single, married filing jointly, married filing separately,...

April 18 is the deadline for filing your 2022 tax return. But a couple of other tax deadlines are coming up in April and they’re...

Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine whether you’re...

Have you bought stock in a company that later dropped in value? While you may prefer to forget such an ill-fated investment, at least you...

You generally must pay federal tax on all income you receive but there are some exceptions when you can exclude it. For example,...