by admin | May 15, 2026 | Planning
Excess gift giving could cause a tax surprise In an effort to keep taxpayers from transferring wealth from one generation to the next tax-free, there are specific limits to the amount of gifts one may give to any one person each year. Amounts in excess of this limit...
by admin | May 8, 2026 | Your Income
One of the best places for parents to look for tax savings If you’re a parent, your dependent children can be a source of tax savings. There are the well-known provisions in the tax code such as the Dependent Child Care Credit and the Child Tax Credit, but...
by admin | May 1, 2026 | The Audit
What to do about your need for documentation Prior to finalizing the filing of your tax return is a good time to ensure you have proper documentation to substantiate your tax deductions. This is important as many banks start deleting online documentation that is more...
by admin | Apr 24, 2026 | Miscellaneous
Four tips to ensure your security Pretending to be an IRS agent is one of the favorite tactics of scam artists, according to the Better Business Bureau. And with the advent of sophisticated AI tools, it can be harder than ever to tell real from fake. The con artists...
by admin | Apr 17, 2026 | Planning
Plus a couple of great tips The tax-advantaged options to help pay for education are vast…and a bit confusing. A great place to start is understanding one of the most popular – the 529 college savings plan. The basics With a 529 plan, anyone can open a college savings...
