{title} icon

Individual Tax Articles

 

Claiming Your Parent as a Dependent

Claiming Your Parent as a Dependent

Posted by D’Marie Murray on September 13, 2019

If you pay over half the cost of supporting a parent, he or she is considered your dependent for federal income tax purposes — which may qualify you to some significant tax breaks.

> Read More
Taxes and Long Term Care Insurance – What Your Need to Know

Taxes and Long Term Care Insurance – What Your Need to Know

Posted by Bryan Staniszewski on September 12, 2019

If you or a loved one needs long-term care, consider purchasing a long-term care (LTC) insurance policy. As a bonus, qualified LTC policies may deliver some tax breaks.

> Read More
Tax Strategies for Seniors

Tax Strategies for Seniors

Posted by Robert Ingrasci on September 04, 2019

Good things come to those who wait. Older taxpayers may be entitled to some age-based tax breaks.

> Read More
Common Questions About Kids and Taxes

Common Questions About Kids and Taxes

Posted by Kevin Smeader on August 22, 2019

Does your son or daughter work during the summer or school year? Here are answers to some common questions about the tax rules that may apply to kids.

> Read More
Summer Loving? Financial Considerations to Think About Before You Tie the Knot

Summer Loving? Financial Considerations to Think About Before You Tie the Knot

Posted by Kelsey Weigel on August 20, 2019

For many couples, summer is the quintessential time to tie the knot, but there's more than the ceremony to consider when a couple merges their lives, including taxes and other financial issues.

> Read More
Five Mid-Year Tax Planning Strategies for Individuals

Five Mid-Year Tax Planning Strategies for Individuals

Posted by Cheryl A. Jankowski on August 05, 2019

Whether you are looking for ideas to help cut your tax bill for the current year, or you are hoping to minimize future taxes, now is a good time to start thinking about your tax planning strategies.

> Read More
IRS Approves Spousal IRA Rollover Despite Existence of Trust

IRS Approves Spousal IRA Rollover Despite Existence of Trust

Posted by Robert Ingrasci on July 02, 2019

The IRS has privately ruled that a surviving spouse can roll over her deceased spouse's IRA — payable to a trust of which she is sole trustee and beneficiary — into her own IRA. Generally, where an IRA beneficiary is a trust, a surviving spouse is barred from treating a decedent's IRA as her own account.

> Read More
IRS and Treasury Release Second Set of Opportunity Zone Guidance

IRS and Treasury Release Second Set of Opportunity Zone Guidance

Posted by Cory Van Deusen V on June 14, 2019

On April 17, 2019, the IRS and Treasury issued its much anticipated second set of proposed regulations under Internal Revenue Code, Section 1400Z-2, Special rules for capital gains invested in opportunity zones. 

> Read More
New York State Updates the STAR Program For 2019

New York State Updates the STAR Program For 2019

Posted by Sara Dayton on June 07, 2019

Beginning this year, the NYS Department of Taxation and Finance released two updates to the STAR (School Tax Relief) program.

> Read More
Personal Property Tax Compliance: Eight Frequently Missed Issues That Can Lead to Overpayments

Personal Property Tax Compliance: Eight Frequently Missed Issues That Can Lead to Overpayments

Posted by Mark Stack on May 13, 2019

Understanding and adhering to the multitude of personal property tax compliance obligations throughout the thousands of jurisdictions that assess personal property taxes can be administratively burdensome. A company’s personal property tax liabilities can be impacted if a company is not equipped to navigate the differing rules and opportunities in the jurisdictions in which its personal property is located. The following summarizes the most often overlooked items that result in overpayments of personal property taxes by any organization.

> Read More
Page 1 of 9 pages  1 2 3 >  Last ›
SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

Comprehensive. Proactive. Accessible.
How Can We Help?