CategoryIndividual Tax Alerts

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,

Are you getting ready to retire? If so, you’ll soon experience changes in your lifestyle and income sources that may have numerous tax implications. Here’s

Once you file your 2022 tax return, you may wonder what personal tax papers you can throw away and how long you should retain certain

Have you bought stock in a company that later dropped in value? While you may prefer to forget such an ill-fated investment, at least you

Socking away money in a tax-advantaged retirement plan can help you reduce taxes and help secure a comfortable retirement. If your employer offers a 401(k)