Tax guidance and resources

Latest Articles

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  Can live-in employee be head of household?

  If the worker lives in her employer’s home, she cannot claim head of household status.

  2 min read Feb 14, 2013
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  Are investment fees tax-deductible?

  IRA fees are tax-deductible if you use outside assets to pay them.

  2 min read Feb 12, 2013
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  Who pays grandkids’ taxes on dividends?

  It used to be easy to transfer assets to your grandkids and shift the tax burden to them, too.

  2 min read Feb 07, 2013
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  My son a qualifying child for tax purposes

  At age 24, your son is too old to be a qualifying child, but he may be a qualifying relative.

  2 min read Feb 05, 2013
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  Charitable IRA rollover: Jan. 31 deadline

  The charitable IRA rollover is back for 2013, along with a special option for the 2012 tax year.

  4 min read Jan 24, 2013
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  Reimburse employee for insurance premiums

  You can reimburse your employee for the insurance premiums he pays to his old job.

  2 min read Jan 22, 2013
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  Capital gains rules for citizens, foreigners

  Your home sale in Norway could affect your U.S. tax return, but won’t hit your husband.

  2 min read Jan 17, 2013
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  2013 tax bracket rates

  The American Taxpayer Relief Act of 2012 created a new top tax rate for 2013.

  1 min read Jan 15, 2013
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  Taxes on cashing in insurance policies

  Can you offset the excess premiums from one policy against the taxable part of a second policy?

  2 min read Jan 10, 2013
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  Winners and losers of the ‘fiscal cliff’ fix

  The rich were hit hardest by the new tax law, but most people were affected one way or another.

  4 min read Jan 08, 2013
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  Best time to buy home to get tax deductions

  Closing during one time of the year helps maximize available tax deductions for homeowners.

  2 min read Jan 08, 2013
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  What’s my tax rate?

  There are six tax brackets, but your lump sum may not be taxed at the rate of the one you fit into.

  3 min read Jan 07, 2013
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  Getting the tax refund runaround from IRS

  You would owe interest and penalties for filing taxes late. But the IRS plays by different rules.

  2 min read Jan 07, 2013
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  Claim mortgage interest on third home

  You have latitude on how to claim mortgage interest when you own several properties.

  2 min read Jan 03, 2013
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  Tax planning in uncertain times

  Uncertainty surrounds taxes these days. Find out how to clarify your financial picture.

  4 min read Dec 27, 2012
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  Tax loopholes that mainly benefit the rich

  The tax code contains many breaks that benefit the rich at everyone else’s expense.

  5 min read Dec 17, 2012
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  What makes up the ‘fiscal cliff’?

  Expiring tax breaks and spending cuts may create an avalanche of revenue, but look out!

  Dec 17, 2012
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  Quiz: Check out your ‘fiscal cliff’ knowledge

  We’re hurtling toward the ‘fiscal cliff.’ How much do you know about this looming crisis?

  1 min read Dec 13, 2012
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  Declaring an investment loss on land

  You’ll have to prove your investment intention to the IRS. Here’s what you need to know.

  2 min read Dec 04, 2012
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  To fix economy, must all share in pain?

  A Duke University professor says everyone’s sacrifices can fix the nation’s economic woes.

  2 min read Nov 27, 2012