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It’s possible (but not easy) to claim a medical expense tax deduction

It’s possible (but not easy) to claim a medical expense tax deduction

January 5, 2024

Out-of-pocket medical expenses can cost you a bundle. Can you deduct these expenses on your tax return? The requirements and limits may make it difficult. Here are the rules.

Don’t overlook taxes when contemplating a move to another state

Don’t overlook taxes when contemplating a move to another state

January 2, 2024

Are you dreaming of retiring to another state to escape cold weather or to be close to loved ones? Before calling the moving truck, examine the state and local tax implications.

Court awards and out-of-court settlements may (or may not) be taxed

Court awards and out-of-court settlements may (or may not) be taxed

December 19, 2023

You want the best tax result possible if you’re set to receive a personal injury or discrimination settlement or award. Some amounts are taxable while others are excluded from your taxable income. Here are the rules.

The “nanny tax” must be paid for nannies and other household workers

The “nanny tax” must be paid for nannies and other household workers

December 12, 2023

In 2023, if you pay a household worker cash wages of $2,600 or more, you must withhold and pay Social Security and Medicare taxes. Here’s what the amount will be for 2024, along with details about possible tax obligations for household workers.

Giving gifts and throwing parties can help show gratitude and provide tax breaks

Giving gifts and throwing parties can help show gratitude and provide tax breaks

December 11, 2023

Spread some holiday cheer by giving gifts to employees or customers … or throwing a festive party. But make sure you understand the tax rules and how much can be deducted.

4 ideas that may help reduce your 2023 tax bill

4 ideas that may help reduce your 2023 tax bill

December 5, 2023

Before you know it, 2024 will be here. But until then, there may still be time to reduce your 2023 federal tax liability by taking these steps.

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