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Tax Planning: Some Steps to Consider Now

June 1, 2022

The April tax filing deadline has passed, but that doesn’t mean you should push your taxes out of your mind…

Thinking about converting your home into a rental property?

May 3, 2022

In some cases, homeowners decide to move to new residences, but keep their present homes and rent them out. If…

Beware: Remote Work May Complicate Your Income Taxes

April 6, 2022

Remote work has become more common in recent years, and the COVID-19 pandemic has resulted in employers realizing that many…

Proposed Regs for Inherited IRAs Bring Unwelcome Surprises

June 1, 2022

Back in late 2019, the first significant legislation addressing retirement savings since 2006 became law. The Setting Every Community Up…

Selling mutual fund shares: What are the tax implications?

May 3, 2022

If you’re an investor in mutual funds or you’re interested in putting some money into them, you’re not alone. According…

When inheriting money, be aware of “income in respect of a decedent” issues.

April 6, 2022

Once a relatively obscure concept, “income in respect of a decedent” (IRD) may create a surprising tax bill for those…