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Tax and Other Financial Consequences of Tax-Free Bonds

November 3, 2022

If you’re interested in investing in tax-free municipal bonds, you may wonder if they’re really free of taxes. While the…

Deductible Medical Expenses You Might Have Missed

October 4, 2022

How high can you jump? To claim a deduction for medical expenses on your personal tax return, you have to…

Inflation Reduction Act’s Individual & Small Business Tax Credits

September 6, 2022

The recently enacted Inflation Reduction Act of 2022 contains several new environmental-related tax credits that are of interest to individuals…

Is your income high enough to owe two extra taxes?

November 3, 2022

High-income taxpayers face two special taxes — a 3.8% net investment income tax (NIIT) and a 0.9% additional Medicare tax…

Watch Out for Scam Charities

October 4, 2022

Have you been contacted by a charity that pulls on your heartstrings and persuades you to open your wallet? There…

The Kiddie Tax: Does it affect your family?

September 6, 2022

Many people wonder how they can save taxes by transferring assets into their children’s names. This tax strategy is called…