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Scholarships – Usually Tax-Free, But May Result in Taxable Income

September 2, 2021

If your child is fortunate enough to be awarded a scholarship, you may wonder about the tax implications. Fortunately, scholarships…

Tax-Favored Ways to Build Up a College Fund

August 3, 2021

If you’re a parent with a college-bound child, you may be concerned about being able to fund future tuition and…

Eligible Businesses: Claim the Employee Retention Tax Credit

July 2, 2021

The Employee Retention Tax Credit (ERTC) is a valuable tax break that was extended and modified by the American Rescue…

Educate Yourself About the Revised Tax Benefits for Higher Education

March 2, 2021

Attending college is one of the biggest investments that parents and students ever make. If you or your child (or…

When It Comes to Trusts, Silence May Be Golden

February 2, 2021

The idea of leaving a significant inheritance to your children or grandchildren may give you pause. Could the promise of…

Tax Implications of Holding Precious Metal Assets in Your IRA

January 6, 2021

Given today’s stock market valuations and historically low-interest rates on fixed-income investments, some IRA owners may be interested in moving…