Tax guidance and resources

Latest Articles

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  Savings with tax breaks: Introduction

  The government wants you to make the most out of your savings. Taking advantage of these programs is a start.

  1 min read Mar 04, 2022
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  Chapter 4: Credits

  If you thought deductions were a sweet way to cut your bill, wait until you hear about tax credits!

  1 min read Dec 16, 2020
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  Tax Basics: Tax Basics

  Filing taxes is one of the unpleasant certainties of life, but the process doesn’t have to be your worst, or most costly, nightmare. In fact, sometimes you can make the tax system pay off, if you know [...]

  1 min read Nov 24, 2020
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  10 tax troubles you can avoid

  If the tax man starts questioning your return, don’t make matters worse by making one of these 10 costly blunders.

  5 min read Apr 06, 2022
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  Trusts can provide for tax-efficient estate planning

  If you expect your assets to appreciate significantly, the best estate-tax move might be to leave them in trust to your heirs.

  2 min read Oct 23, 2019
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  Overlooked deductions on old returns

  A reader thinks he may have overlooked the mortgage points deduction. Our expert explains this tax break, along with how to get copies of old returns.

  1 min read Apr 06, 2022
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  Deducting long-term care insurance premiums

  Long-term care premiums are tax deductible two ways. Either as part of your itemized medical expenses or without itemizing if you are self-employed.

  1 min read Oct 23, 2019
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  Home sweet homeownership tax breaks

  There are lots of tax reasons to own a home. Here’s how to make the most of them and avoid the pitfalls.

  7 min read Mar 03, 2022
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  Even in a roller-coaster stock market, investors find they owe capital gains

  Mutual fund owners who watched their holdings stumble often are shocked at tax time to discover they still owe taxes.

  6 min read Oct 22, 2019
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  Taxes on a foreign stockholder

  Neither gains nor losses on stock sales apply to nonresident owners of securities. However, dividends paid on those assets are taxable.

  1 min read Oct 22, 2019
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  Tax options when selling and moving

  Our tax expert discusses how a couple forced to sell for a job-related move can claim a partial personal residence tax exclusion.

  1 min read Oct 23, 2019
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  Charitable gifts pay off for nonprofits and the donor

  Donations can be valuable tax-cutting tools if you follow documentation rules.

  2 min read Oct 22, 2019
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  Deducting travel expenses

  Tax expert George Saenz discusses whether a teacher can write off a trip as job-related.

  1 min read Oct 22, 2019
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  7 tax-filing moves you can make now!

  Be tax smart by getting a filing head start. Here are some tasks to take care of in January instead of April.

  3 min read Dec 16, 2021
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  Taxes across the nation

  Fuel taxes — and gas prices — are going up in North Carolina just in time for summer vacations. Meanwhile, Minnesota tax officials hope their expanded compliance efforts will net them thousands of [...]

  2 min read Oct 22, 2019
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  Yankees, Go File!

  Time is up for New England taxpayers. A one-day extension to file returns ends today and federal tax forms must be in the mail by midnight April 18, 2000.

  1 min read Oct 22, 2019
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  5 min read Nov 14, 2017