Does the fact that a senior citizen moves out of her home and rents a unit in a nearby senior’s building impact her principal residence exemption
5 min read
Photo by olia danilevich via Pexels For the past two years, COVID-19 has wreaked havoc on tax deadlines. In 2021, Mother Nature joined in the
3 min read
You made it through the hectic December holidays. Congratulations. But don't slow down now. You still have to accomplish a few final year-end tax
3 min read
Inflation has reached its highest level in decades. While we're not yet in a situation like we had in the 1970s—and we can hope that the
4 min read
Roller coaster photo by Element5 Digital from Pexels The markets have been gyrating a bit of late. We can blame new COVID-19 variants,
1 min read
It’s important to assess personal finances before the end of the year to determine if action is needed. This may include reviewing portfolios,
Tonight’s Daily does is a bit lighter but, it is all over the map. We’ve got Catholic Bishops protesting the COVID new world order, vaccine death
5 min read
In keeping with my annual tradition, I am today posting a blog on tax-loss selling, except this year, I changed the title to tax gain/loss selling
8 min read
Current political discussions (OK, fights) are full of discussions (OK, fights) over how and how much to tax the rich. The discussions (OK, fights)
1 min read
Current political talk (OK, fights) on Capitol Hill is full of discussions (OK, fights) over how and how much to tax the rich. The discussions (OK,
Photo by Liza Summer from Pexels Investments have dominated recent money talk, on Capitol Hill and in the broader tax and financial
Photo by Liza Summer from Pexels Investments have dominated recent money talk, on Capitol Hill and in the broader tax and financial
Yes, cash sometimes is called lettuce, but tax gain harvesting isn't just about more green for your wallet. It could help reduce taxes you sell on
Yes, cash sometimes is called lettuce, but tax gain harvesting isn't just about more green for your wallet. It could help reduce taxes you sell on
Congress is grappling with capital gains tax, specifically higher and unorthodox — some say unconstitutional — rates for