Social Security 2022 Fact Sheet On October 13, The Social Security Administration released its 2022 fact sheet. Let’s look at some of the important provisions to consider when planning with…
Student Loan Interest and Taxes The federal government recognizes the financial burden that higher education and related student loans can place on borrowers. To address this, the IRS offers certain…
Last Warning… Extension Deadline is Friday Over the past several weeks I’ve been providing last minute planning ideas for your 2020 returns on extension. Today I will concentrate on the…
Filing 2020 Returns: Help for Clients Who Took Early Distributions from IRAs or Qualified Plans This week’s entry is a continuation of my effort to provide you with some last-minute…
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2020 Net Operating Losses – Days of Future Past? For the many thousands of you (ok, you know who you are), who follow my weekly offerings, you likely have noticed…
Recovery Rebates: I’ve Got a Song Ain’t Got No Melody? I’ll start out today with apologies to Billy Preston. Be patient while I explain why Billy Preston is my guest…
