Do You Need a Trust?
When most people think of the pillars of estate planning, the trinity of will, trust and advance care directives come to mind. While I think all of these instruments are…
Category: Tax
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Five Things That You Should Do Right After You File Your Tax Return
The passing of the first tax return deadline brings a huge sense of relief. The scramble to get your documents in order and rushing to get everything done really takes… -
Haven’t Filed Your Taxes Yet? Don’t worry. You Still Have Options.
The first tax deadline is less than two weeks away. And even with an extra three days until April 18th, I know some of you are scrambling to get your… -
How to Navigate Filing Your First Joint Income Tax Return
It’s that time of the year again. The tax deadline is a little less than a month away Remember that the deadline is April 18th this year because April 15th… -
The Other Benefit of Giving
On Tuesday, I highlighted three things to consider when giving to charity. Obviously giving to charities provides a benefit in and of itself. But, you may receive an additional financial… -
Three Things You Should Do Before You Forget About Your Taxes for the Year
Another tax season in the books. If you’re like me, you take a huge sigh of relief when tax season is over. Both deadlines create an enormous amount of stress… -
Last-Minute Tips for Thursday’s Tax Deadline
The deadline is here! Thursday is the last day to file your 2014 tax return. We have our final push in the office this week, with clients feverishly trying to… -
How to Resolve Your Income Tax Debt
On Tuesday, I covered the importance of filing your income tax return on time to avoid the failure-to-file penalty. This could mean filing a return on which you owe but… -
The Deadline is Coming…Are You Ready?
It’s that time of the year again. The second tax deadline is coming. You have a month to get your return done. And while that may seem like a long… -
The Unexpected Consequences of Debt Forgiveness
On Tuesday, I highlighted three ways that you could get rid of your student loans without paying them. While it may feel great to have that burden behind you, you… -
What You Need to Know About Taking Social Security
I’ve been on a marriage kick lately in anticipation of the Obergefell decision coming out very soon. And when I reviewed my prior posts on the financial advantages of getting… -
How a Child Can Reduce Your Taxes
As I discussed on Tuesday, raising a child is going to be expensive. You will need accessories like a stroller and a car seat. You may have to find a… -
Five Situations When it Pays to Get Married
The oral arguments this week in Obergefell v. Hodges caused me to reflect on the importance of marriage equality. As the lawyers for the plaintiffs argued, the right to marry…