Here’s the deal: You pay nothing; shares of your employer stock are reserved for you; a specific period of time passes; you pay personal income tax on the value of the shares; and now the shares are... Read More
2020 has been the year of the unexpected, and as a result, you may have decided to wait until the extended deadline of July 15 to file your 2019 tax return. Whether you have already filed or are still... Read More
On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. The almost 900 pages of legislation are jam-packed with programs designed to help taxpayers navig... Read More
It’s that time of year! If you have a student entering or returning to college in the fall of 2020, now’s the time to start the financial aid process. An hour of your time could mean thousands of...... Read More
August is here and before long students will be off to college. If you have a college-bound student, you’ve already marked a lot of financial steps off your list, things like completing the financi...... Read More
The Tax Cuts & Jobs Act of 2017 created a new type of tax benefit that Forbes dubbed "the most unbelievable tax break ever?" It's all about investing in "Opportunity Zones" (O-Zones). Could this be...... Read More
Are you approaching age 65? If so, Medicare enrollment information will soon fill your mailbox. Does everyone need to enroll in Part A and Part B at age 65? No! In fact, if you're contributing to...... Read More
If you’re age 50 or older and getting a divorce after a long-time marriage, you aren’t alone. According to a Pew Research Center report, the U.S. divorce rate for that age group has practically...... Read More
Historically, high-income families moved investments into the names of their children so their investment income would be taxed at a lower rate. Congress wasn’t a fan of this strategy and retaliate...... Read More
If you are retired, or soon to be, selling your home may be a consideration. But before you downsize to a smaller home, check out Continuing Care Retirement Communities. They have a big advantage o...... Read More
