If you’re planning your estate, or you’ve recently inherited assets, you may be unsure...
Renee Kroesch
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Tax Reporting for Investors and Cryptocurrency
If you’re a cryptocurrency investor or user, you may have noticed something new on your...
When is the 2022 Gift Tax Return Deadline?
Did you make large gifts to your children, grandchildren or other heirs last year? If...
Your 401(k) as a Retirement Saving Strategy
Socking away money in a tax-advantaged retirement plan can help you reduce taxes and...
Taxpayers: Do These Two Extra Taxes Affect You?
High-income taxpayers face two special taxes — a 3.8% net investment income tax (NIIT)...
3 Tax Liability Considerations for Spouses
When a married couple files a joint tax return, each spouse is “jointly and severally”...
Your Charity Gift May Need an Appraisal
If you donate valuable items to charity, you may be required to get an appraisal. The...
Make Sure You Have Substantiation for Your 2021 Charity Donations
If you gave charity donations last year, letters from the charities may have appeared in...
New Digital Asset Reporting Requirements in IIJA
The Infrastructure Investment and Jobs Act (IIJA) was signed into law on November 15,...
What You Need to Know About Donating Art to Charity
If you own a valuable piece of art, or other property, you may wonder how much of a tax...