Tax guidance and resources

Latest Articles

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  Tax breaks for home energy upgrades

  Looking to cut down your electric bill may also help cut down on your tax bill.

  1 min read Mar 29, 2011
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  Claiming a loss in a 529 plan

  You can only take a loss when all the funds in that 529 account have been distributed.

  2 min read Mar 29, 2011
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  Move for newlywed tax-deductible

  You can deduct your moving expenses if you meet certain criteria.

  1 min read Mar 10, 2011
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  State tax rates vary

  Depending on where you live, you’ll pay your state a sales tax, an income tax or a combination.

  1 min read Mar 08, 2011
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  Capital gains treatment of warrants

  With warrants, your holding period starts the day you exercise your right to acquire the stock.

  1 min read Mar 08, 2011
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  Win a Super Bowl? It’s taxable!

  Did you know your that your Super Bowl winnings are taxable?

  1 min read Mar 01, 2011
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  Deduct storage fees for a motor home?

  The IRS is generous when it comes to vacation and second homes, to a point.

  1 min read Feb 15, 2011
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  4 facts about your federal tax rate

  You need to know four basic rules to calculate how much you owe the IRS at tax time.

  1 min read Feb 12, 2011
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  Taxes on the sale of a fishy business

  The tax issues involved in selling an LLC need to be sorted out before claiming a loss.

  2 min read Feb 10, 2011
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  Claiming the Making Work Pay credit

  Claiming the Making Work Pay credit requires more tax paperwork, such as filling out Schedule M.

  2 min read Feb 10, 2011
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  Is mortgage payment help taxable?

  The IRS taxes mortgage payments made by your insurer, but you can still deduct interest.

  1 min read Feb 08, 2011
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  3 tips on finding a tax attorney

  Here are some tips on what to look for in your tax attorney.

  1 min read Feb 04, 2011
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  Is 19-year-old still a dependent?

  You can claim two types of qualifying dependents on your return, if they meet IRS rules.

  2 min read Jan 27, 2011
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  7 tax law changes that affect 2010 taxes

  Some new tax laws and their timing could mean a bigger refund this filing season.

  3 min read Jan 25, 2011
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  What is my tax rate?

  If you don’t know what your tax rate is, it’s not difficult to find out.

  1 min read Jan 25, 2011
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  Are tax rates higher if you get married?

  When you say ‘I do,’ are you agreeing to pay the IRS more in taxes every year?

  1 min read Jan 25, 2011
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  Penalty on withdrawals from Roth IRA?

  Whether you pay a penalty on Roth IRA withdrawals depends on a few factors.

  3 min read Jan 25, 2011
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  Moving IRA assets under divorce decree

  If you correctly transfer your IRA assets to your ex-spouse, it will not be a taxable event.

  2 min read Jan 20, 2011
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  When policyholders become shareholders

  An opportunity exists for legally avoiding taxes on the demutualization proceeds.

  1 min read Jan 13, 2011
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  2010 exemption amounts

  You can take an exemption for yourself, your spouse and each dependent you claim.

  1 min read Jan 05, 2011