Individual Tax Topics

Questions Answered from Planning for the Surviving Spouse Webinar

Get Klaralee Charlton’s written answers to additional questions from the Planning for the Surviving Spouse webinar on Aug. 6, covering trusts, disclaimers, GST, and more.

Summer Weddings and Tax-Deductible Expenses

Summer weddings might not seem like a tax topic—until you consider the deductions.

From charitable venues to donated centerpieces, this timely blog explores how some wedding expenses may qualify for tax benefits. Plus, insights on name changes, filing status, and what couples should keep in mind post-ceremony.

Tax Consequences of the Family Home for the Surviving Spouse

Tax discussions with clients who have lost spouses can be challenging, but necessary. There are tax considerations the surviving spouse needs to consider, especially if they owned a home with the decedent.

Tax Rules for Rental Properties and Vacation Homes

Learn the key tax rules for rental properties and vacation homes, including income reporting, deductible expenses, vacation home use limits, passive activity loss rules, and best practices for client recordkeeping.

Can Summer Camp Expenses Qualify for a Tax Deduction?

Summer camps aren’t just for fun—they may offer tax savings. Learn how certain expenses can qualify for the Child and Dependent Care Credit and what rules apply.

Medicare Premium Planning: How MAGI Impacts Your Clients’ Costs

As your tax clients approach age 65, their income history can impact Medicare premiums. Learn how proactive planning and understanding IRMAA can help minimize future surcharges and manage healthcare costs.