20 Jan How can the IRS tell if you’re lying about disaster relief?
Taxing authorities usually give filing extensions to people affected by disasters....
17 Jan Should I put money in a Roth or gift it outright to my kids?
When you think of the future, some ways of giving are better than others. ...
16 Jan I’m getting married. Should we file together? Should I hire help?
Hiring a tax preparer can be helpful for several reasons. ...
14 Jan Are there still tax credits for adopting a child?
Adoption can be expensive, but the IRS has some help for you. ...
08 Jan Will an ANCHOR benefit disqualify me from Medicaid?
Certain kinds of income are taken into account for Medicaid benefits. ...
07 Jan What happens to Senior Freeze if I do a Roth conversion?
A one-time income boost may interfere with this property tax benefit. ...
03 Jan If I leave this house to my sister, will she owe inheritance tax?
The state's inheritance tax is based on your relationship to the person who dies....
01 Jan Can a dead person’s ANCHOR be reissued in heirs’ names?
The most recent ANCHOR benefit is for the 2021 tax year. ...
31 Dec The state doesn’t answer our calls. Can you explain the pension exclusion?
You may be able to escape state income taxes if you qualify....
30 Dec Do I lose ANCHOR and other benefits with a house in a trust?
The specifics of the trust matter so it's worth meeting with a professional....