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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…

Tax Court: Trusts can Qualify for the Beneficial Real Estate Pro Rule

October 2, 2019

Many rental real estate owners incur tax losses, often due to depreciation write-offs. However, your ability to actually deduct those…

Plan Around the Medicare Tax on Investment Income

September 3, 2019

The 3.8% Medicare tax on net investment income took effect a few years ago. It only affects higher-income individuals, but…

Estate Planning: Retirement Accounts & Your Estate Plan

August 5, 2019

Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve…