The real estate planning world, the financial planning world, and parliamentarians considered several significant estates and gift tax changes at the end of 2021. The Biden administration...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 05/10/2022
For many workers close to retirement, the desire to settle somewhere cozy and quiet, away from the hustle and bustle of their working years, is real. If the idea is to enjoy retirement,...
Posted by Income Taxes and Bookkeeping LLC on 05/10/2022
What are tax refund loans?Most taxpayers know a lot about tax refunds. However, very few know about tax refund loans. If you have short-term cash needs and anticipate a tax refund,...
Posted by Jim McClaflin, EA, NTPI Fellow, CTRC on 04/30/2022
An overviewBefore claiming gambling losses in income taxes, you must declare gambling winnings as income. Here's all you need to know in a nutshell: You can deduct gambling losses...
Posted by Abundant Wealth Planning LLC on 04/30/2022
As retirement approaches, 60-plus-year-old women often feel financially insecure. Planning for retirement is demanding enough, but women face additional challenges. A longer life,...
Posted by Dennis Jao on 04/30/2022
For many people, retirement is the start of a new phase of life. While this may be the same situation for you, it does not have to be challenging. You could have a comfortable, fun,...
Posted by Taxes Made EZ Inc on 04/26/2022
Borrowing money from family members can be a risky business. And while all debt is risky, family loans come with all kinds of dangers.In spite of the fact that family lenders don't...
Posted by Abundant Wealth Planning LLC on 04/26/2022
The Centers for Disease Control and Prevention reports that life expectancy at age 65 for the US population in 2019 was 19.6 years. It fell to 18.8 in 2020 when the pandemic began,...
Posted by James Financial Services Inc on 04/26/2022
If you've never heard of the TAP (Taxpayer Advocacy Panel), don't worry, you're not alone. Not many people have heard of TAP. What is the Taxpayers Advocacy Panel...
Posted by Income Taxes and Bookkeeping LLC on 04/24/2022
