How Does A Non-Working Spouse Qualify for Spousal IRAs?

Article Highlights:   Compensation Requirements Spousal IRA Traditional or Roth IRA? Maximum Contribution As a result of the COVID-19 pandemic, millio...

Are You a Bunching Candidate?

Article Highlights: Standard Deductions  Itemized Deductions  Bunching Strategy  Medical Expenses  Taxes  Charitable Contributions  The 2017 Tax Cuts ...

Individual Due Dates in December 2021

December 1 - Time for Year-End Tax Planning December is the time to do any last-minute tasks that may have an impact on your tax return in 2021. Call ...

The House Passed the Build Back Better Act; Fate of the Bill Now Rests With the Senate

Article Highlights: Build Back Better Act  Senate is Next  Summary of Certain Provisions Included in the House Version  Notable Provisions That Are Ab...