Tax-Advantaged College Savings
Section 529 Plans (named after the section of the IRS Code that created them) are plans established to help families save and pay for college in a tax-advantage
Education Planning
Information Brochures
Tax Breaks for Higher Education
Over the years, Congress has continued to enhance tax breaks for students and their parents. These tax benefits provide taxpayers with a large number of options
Tax Planning to Lower Your Taxes
All planning involves looking ahead to reach a specific goal. People are inclined to make careful plans when they consider making a home purchase, accepting a n
Roth IRA – Is It For You?
Traditional IRAs are familiar to most taxpayers, providing a relatively simple method of saving for retirement AND deferring taxes in the process. But one drawb
Coverdell Education Savings Accounts – Planning Your Child’s Education
These accounts, originally referred to as Education IRAs, have been available for over 15 years. These accounts are nondeductible education savings accounts. Th
Alternative Minimum Tax (AMT) Strategies
The Alternative Minimum Tax (AMT) is a tax that was originally intended to ensure that wealthier taxpayers with large write-offs and tax-sheltered investments p
Disaster Casualty Losses
A disaster loss is actually a casualty loss that occurs in a geographic area that the President of the United States declares eligible for Federal disaster assi
E-filing Your Tax Returns
When e-filing (electronic filing) was first introduced, only the less complicated tax returns qualified. This led to the general publicâs perception that e-fi
Tips On Filing Your Tax Return
Generally, individual tax returns are due on the 15th day of the fourth month after the close of your tax year. Since virtually all individual taxpayers file on
Making Estimated Tax Payments
The tax system is intended to be a âpay-as-you-goâ system, and the only way to prepay taxes is through withholding and estimated taxes. Generally, payroll c