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Individual Tax Articles

 

Tax-Free Treatment of Academic Scholarships

Tax-Free Treatment of Academic Scholarships

Posted by Angela Miles on October 17, 2023

Scholarships are tax-free, but you need to comply with certain conditions and understand what can be paid with the scholarship funds.

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The Basic Tax Rules of Rental Properties

The Basic Tax Rules of Rental Properties

Posted by Alexander Intihar on October 10, 2023

From short term rentals to rental income deductions, we cover the basic rules of vacation property rentals.

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Including Special Assets in Your Estate Plan

Including Special Assets in Your Estate Plan

Posted by Christine Proulx Grzyb on September 21, 2023

Special assets such as artwork needs to be paid attention to as you plan your asset.

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Health Savings Account: Eligibility, Deduction Limits, and Distributions

Health Savings Account: Eligibility, Deduction Limits, and Distributions

Posted by Isabella Newman on September 19, 2023

Is a health saving account beneficial to your tax status?  We detail eligibility, deduction limits, and distributions and how an HAS can be a flexible option for tax savings.

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Pros and Cons of Custodial Accounts

Pros and Cons of Custodial Accounts

Posted by on September 14, 2023

A custodial account is owned by the child but managed by the party or guardian, read to see if this is an option for you.

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The Tax Impact of Investment Gains and Losses

The Tax Impact of Investment Gains and Losses

Posted by Brian Kern on September 12, 2023

With the fluctuations of the market this past year, you’ll want to pay close attention to your gains and losses at tax time.

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Income Tax Consequences of Employer Provided Life-Insurance

Income Tax Consequences of Employer Provided Life-Insurance

Posted by Kelsey Weigel on August 22, 2023

Up to $50,000 of life insurance provided by your employer is excluded from taxable income, any additional coverage is taxable.

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Tax Advantaged ABLE accounts for Family Members with Disabilities

Tax Advantaged ABLE accounts for Family Members with Disabilities

Posted by on August 15, 2023

An ABLE account offers tax savings while making sure that family members with disabilities are still able to receive government supported services.

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Limits on Deducting Student Loan Interest After COVID Pause

Limits on Deducting Student Loan Interest After COVID Pause

Posted by on August 08, 2023

The relief as a result of the COVID-19 pandemic related to student loan debt will end on August 31, 2023; learn what happens next.

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Tax Implications of Nursing and Long-Term Care

Tax Implications of Nursing and Long-Term Care

Posted by Robert Ingrasci on July 26, 2023

When caring for elderly parents decisions need to be about nursing and long-term care and they have tax implications.

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