CategoryIndividual Tax Alerts

The U.S. Department of Labor’s (DOL’s) test for determining whether a worker should be classified as an independent contractor or an employee for purposes of

Did you make large gifts to your children, grandchildren or others last year? If so, it’s important to determine if you’re required to file a

Did you donate to charity last year? Acknowledgment letters from the charities you gave to may have already shown up in your mailbox. But if

A number of factors are making 2023 a confounding tax planning year for many people. They include turbulent markets, stabilizing but still high interest rates

If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided tax-wise until year

Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts of cash or stock to

The federal student loan “pause” is coming to an end on August 31 after more than three years. If you have student loan debt, you

The IRS has issued new guidance providing transitional relief related to recent legislative changes to the age at which taxpayers must begin taking required minimum

“Thousands of people have lost millions of dollars and their personal information to tax scams,” according to the IRS. The scams may come in through

In recent years, many workers have become engaged in the “gig” economy. You may think of gig workers as those who deliver take-out restaurant meals,