The end of the year is more than just holidays, great food, and family!
It’s also the perfect time to make smart money decisions, take action to
reduce your tax liability and give yourself peace of mind! The following
links are filled with tips and s...read more
529 plan beneficisry graduated college this summer and the owner has
Money left in the 529 plan. Question 1: If the student-beneficiary
received several academic scholarships, can the owner take that money
out of his 529? 2. If he wants to remove the...read more
I paid for my federal taxes today, but my cart said that the state form
wasn’t available yet and was grayed out in my cart. I’d like to pay for
it now to take advantage of the sale price. How do I accomplish this?
Hello, I am a US citizen that has lived and worked (full time
employment) exclusively in Switzerland during 2021 and 2022. I have paid
taxes in Switzerland for but still need to file my US tax return for
both years. I do not own a vehicle, home or ot...read more
I am planning to buy an EV that qualifies for the EV Tax Credit of
7,500. This year, I sold a rental property and have capital gains.
Capital gains tax amount will be around 15K. I am checking if there is a
benefit if I make the EV purchase before th...read more