Is That Inheritance Taxable?
We provide an overview of issues related to being the beneficiary of an inheritance.
12 Financial Metrics Small Business Owners Should Track
We list 12 metrics that are extremely beneficial in helping you understand where your money is at any time.
Seeking Sun or Savings? Explore a Retirement Move
A high cost of living can become a bigger concern in retirement, when you may need to stretch a fixed income or depend solely on your savings for several decades.
IRS Releases Inflation Adjustments for 2021
Each year, the IRS to adjust the tax rates, standard deductions, and a variety of other tax related numbers to cope with inflation.
Is Now a Good Time to Consider a Roth Conversion?
This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you’ve been thinking about converting your traditional IRA to a Roth, now might be an appropriate time to do so.
Tax Consequences of Losing Your Job
If you have lost your job, there are a number of tax issues you may encounter. How you deal with these issues can profoundly impact your taxes and finances.
Deducting Health Insurance: Special Rule for Self-Employed Taxpayers
Are you self-employed? You may be able to deduct 100% of the insurance premiums paid at the end of the year without itemizing deductions.
Student Loan Relief Extended Through End of 2020
Federal student loan relief was extended through December 31, 2020. Additionally, no interest will accumulate on the loans — the interest rate will remain at 0% through 2020.
Is a Living Trust Appropriate for You?
You have probably heard others discussing living trusts but may not understand the reasons for them or whether you should have one.
SBA Issues a Simplified PPP Loan-Forgiveness Application
The original PPP loan forgiveness application practically required an accounting degree to figure it out. We explain the SBA’s new simplified form: SBA Form 3508EZ.