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Are You Separating From Or Divorcing Your Spouse (Or Thinking About It)?

There are special considerations for people who are in this unfortunate situation.  Not only is their relationship changed, but the [...]

IRS Update on Processing of Income Tax Returns

The IRS provided an update last week on the status of the processing of income tax returns as follows:  All [...]

So You Can’t Live At Home Anymore…

Planning for contingencies is typically one of our least favorite things to do.  The onset of the pandemic changed that [...]

A Few Highlights of the Recently Signed Reconciliation Bill

The news has been filled with talk about the Reconciliation Bill known as the Inflation Reduction Act of 2022 that [...]

Scheduled 2025 Tax Changes

The 2017 Tax Cuts and Jobs Act are set to expire in 2025 and it is not too early to [...]

Retirement Accounts and Second Marriages

Are you on spouse number 2 or 3 and you have a retirement account?  If so, there are certain things [...]

Are You Challenged To Unwind?

As we enter August, have you taken time away from your profession this summer – or I will give you [...]

Income Tax Return for a Deceased Taxpayer

Are you aware that a final Form 1040 should be filed for a deceased taxpayer?  Usually, the surviving spouse or [...]

Year-Round Tax Planning

Tax season is pretty much history unless your returns are on extension.  For most people, once our tax returns are [...]

An Overview of the IRS’s 2022 Dirty Dozen Tax Scams

(Straight from the IRS) Compiled annually, the Dirty Dozen lists a variety of common scams that taxpayers can encounter anytime. [...]

Your Child Reaches the Age of 18 – They Are an Adult Now

The Fourth of July is behind us and the start of a new school year will be here before we [...]

Owe Money to the IRS?  Reduce Your Debt for Pennies on the Dollar

Who hasn’t seen these ads on television claiming that if you owe taxes, the advertiser can settle your debt for [...]

Individual Income Tax Return Processing To Be Completed

Are you one of those taxpayers who is waiting for a refund on your 2020 income tax return?  Well, if [...]

Were You The Beneficiary Of An IRA Owned By A Decedent?

If you are/were the beneficiary of an IRA or a qualified defined contribution plan participant that was owned by someone [...]

“Where’s My Refund?” Online Tool Has Been Enhanced

Still looking for a refund to your returns filed?  Unlike in previous years, you can now track refunds for the [...]