Articles

Archive for the ‘Personal Finance’ Category

July 31, 2023

Your Summer Tax To-Do List

How can you improve next year’s tax situation? By taking steps this summer! Whether you received a big refund or paid your taxes on tax day, taking action now can ensure next year’s tax bill…

Read More...

June 07, 2023

Understanding the Gift Tax

The IRS Gift-Giving Rule You may give up to $17,000 to any indi­vidual (donee) within the calendar year 2023 without filing a gift tax return. If married, you and your spouse may trans­fer up to…

Read More...

April 06, 2023

What is the Kiddie Tax? (Video)

What is the Kiddie Tax? We’re not talking about taxes on gambling or kids. We’re talking about a special set of rules for what to do if a child has unearned income (like interest, dividends,…

Read More...