July 29, 2020 Are Scholarships Tax-Free or Taxable? COVID-19 is changing the landscape for many schools this fall. But many children and young adults are going back, even … Read More
July 28, 2020 Take Advantage of A “Stepped-Up Basis” When You Inherit Property If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for … Read More
July 27, 2020 After You File Your Tax Return: 3 Issues to Consider The tax filing deadline for 2019 tax returns has been extended until July 15 this year, due to the COVID-19 … Read More
June 26, 2020 What Qualifies As A “Coronavirus-Related Distribution” From A Retirement Plan? As you may have heard, the Coronavirus Aid, Relief and Economic Security (CARES) Act allows “qualified” people to take certain … Read More
June 2, 2020 Student Loan Interest: Can You Deduct It On Your Tax Return? The economic impact of the novel coronavirus (COVID-19) is unprecedented and many taxpayers with student loans have been hard hit. … Read More
May 1, 2020 IRA Account Value Down? It Might Be A Good Time For A Roth Conversion The coronavirus (COVID-19) pandemic has caused the value of some retirement accounts to decrease because of the stock market downturn. … Read More
April 1, 2020 COVID-19 Stimulus Package Offers Relief to Affected Individual Taxpayers During these uncertain times, it pays to know what relief is available under the CARES Act for you and your … Read More
March 31, 2020 Another Way to Save: New Tax Credit for Plan Participants According to a Transamerica Center for Retirement Studies (TCRS) report fewer than four in ten U.S. workers know about a … Read More
March 28, 2020 President Trump Signs Into Law the CARES Act On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief and Economic Security (CARES) Act, which provides … Read More
March 26, 2020 CARES Act Will Provide Billions of Dollars of Relief Find out how the CARES Act may help you weather the COVID-19 pandemic. Read More
March 25, 2020 Individuals Get Coronavirus (COVID-19) Tax and Other Relief Taxpayers now have more time to file their tax returns and pay any tax owed because of the coronavirus (COVID-19) … Read More
March 20, 2020 Why You Should Keep Life Insurance Out Of Your Estate If you have a life insurance policy, you probably want to make sure that the life insurance benefits your family … Read More
