Archive for

Tips for Recently Married or Divorced Taxpayers

December 27th, 2008

Newlyweds and the recently divorced taxpayers should ensure the name on their tax return matches the name registered with the Social Security Administration (SSA). A mismatch could unexpectedly delay a tax refund. • For recently married taxpayers, the tax scenario begins when the bride says “I do.” If she takes her husband’s last name, but […]

Recovery Rebate Credit

December 1st, 2008

Notice: This credit is for those who did not receive the maximum Economic Stimulus Payment available. If you received the full amount of your stimulus payment, you most likely will not be eligible for this credit. For 2008, you generally can claim a recovery rebate credit of up to $600 ($1,200 if married filing jointly). […]

Use Like-Kind Exchanges to Defer Taxes

December 1st, 2008

Whenever you sell business or investment property and you have a gain, you generally have to pay tax on the gain at the time of sale. However, the tax code provides an exception and allows you to postpone paying tax on the gain if you reinvest the proceeds in similar property as part of a […]

Tools

Tax Updates & Business e-Newsletter

January 25, 2010
by: James • Tools

Free Online Personal Financial Software

October 17, 2008
by: James • Tools