Who Gets Your IRA?
IRAs pass to who is listed on your beneficiary forms, regardless of what you outline in your Will. Learn more in this Tax Strategist.
Who Claims The Child?
If you and your ex have joint custody of your child, who gets to claim the child as a dependent? The IRS has some rules. Learn more in this Tax Strategist.
The Financial Realities of Relocating
Relocating for work? It’s important to consider how your new location may affect your bottom line. Learn more in this Financial Tip.
IRS and Treasury Department Provide Guidance on Same-Sex Marriage
Legally married same-sex couples are treated as married for all federal tax purposes. Learn more in this Tax Tip.
Partnership, S-Corp and Trust Extensions End September 16
September 16 is the extended due date for partnership, S-corporation, and trust tax returns. Read more in this Tax Tip.
Q&A Time: Oil Services Stocks, Disability Payments and Estate Plans
The “Money Talks” hosts answer listeners’ financial and stock questions.
RMDs: Avoiding Penalties and Minimizing Taxes
Bil Lako, CFP®, explains some strategies that may make required minimum distributions easier.
Are disability insurance payments taxable?
The taxable nature of disability benefits depends on if premiums were paid with pretax dollars and who paid them. Read more in this Tax Tip.
Patient Protection and Affordable Care Act – Large Employer Mandatory Health Coverage
Beginning in 2015, large employers will be required to offer health coverage for all full-time employees. Learn more in this Business Tip.
Eight Tips to Help You Determine if Your Gift Is Taxable
Feeling generous? Gifting money or property? Read our eight tips to determine if your gift is taxable in this week’s Tax Tip.