Tax-Free Gift Limits: How Much Money Can You Give??

November 25, 2015

Current gift tax exclusions are pretty hefty, but before you write that special holiday check, know the rules.
It's Open Enrollment. HSA vs. FSA—What's the Difference?

September 30, 2015

Open enrollment is a great time to plan for health care costs and get a tax break, too. Don't ignore it!
How Do You Value a Gift of Stock? It Depends on Whether You're the Giver or the Receiver.

April 1, 2015

Giving a gift of stock is easy. But knowing the value for gift or income taxes can be a bit more complicated.
Six Tips on Preparing for Tax Day

March 11, 2015

Avoiding doing your taxes? A little organization can make it a whole lot easier.
Paying for College: Are Scholarships Taxable?

February 18, 2015

Favorable tax treatment of scholarship money is only one way Uncle Sam may be able to help you with college costs.
Renting Out Your Vacation Home—What Are the Tax Rules?

August 6, 2014

Renting out a vacation home can help defray your costs—but the tax rules are complicated. To avoid a big IRS headache, pay close attention and keep accurate records.
I Didn't File Last Year's Taxes. Now What?

April 6, 2011

With penalties and interest, not filing your tax return is a costly choice. But believe it or not, the IRS can help you turn things around.
The Earned Income Tax Credit: Is It Worth the Effort?

March 23, 2011

The Earned Income Tax Credit can be complicated. But if you're eligible, it can mean significant money in your pocket.
What's Your Tax IQ?

March 16, 2011

Understanding certain tax basics can go a long way in helping you use tax software or talk to a tax professional with confidence.
Who Qualifies for the Zero Percent Capital Gains Tax Rate?

March 9, 2011

Realizing capital gains now may seem like a good idea—but keeping as much gain as you can in your pocket is an even better one.
Turn Your Temporary Tax Break into Permanent Savings

February 16, 2011

With a little planning, you can turn your 2011 tax break into a real boost for your bottom line.
Is a Personal Gift from an IRA Tax Deductible?

April 28, 2010

It would be great if the IRS rewarded us for being generous. Unfortunately, even if you give your IRA distribution away, it's still taxed as income.
Financial Gifts: Is It Better to Give Cash or Stock?

December 23, 2009

The decision to give cash or stock depends on what's best for the recipient—and for you.
Making Sense of the Gift Tax

August 26, 2009

Gift tax exclusions can be confusing on many levels. Get the facts—then talk to your advisor.

The information on this website is for educational purposes only. It is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Turning 50?

Get financial answers for this important stage of life.

New Book

Your Feedback

Do you have a question or comment about family finances?

Let Us Know