The best way to survive an IRS audit is to prepare

The IRS recently released its audit statistics for the 2022 fiscal year and fewer taxpayers had their returns ...
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Meet Charlotte Way: The IRS Whisperer

Kids often dream of becoming a doctor, lawyer, or accountant. Few fantasize about becoming both a CPA and ...
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You’ve been asked to serve as executor, now what?

If you’ve been asked to serve as executor of the estate of a friend or family member, be ...
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Are you married and not earning compensation? You may be able to put money in an IRA

When one spouse in a married couple is not earning compensation, the couple may not be able to ...
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When can seniors deduct Medicare premiums on their tax returns?

If you’re age 65 and older and have basic Medicare insurance, you may need to pay additional premiums ...
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If your family owns a vacation home, address it carefully in your estate plan

For many people, the disposition of a family home is an emotionally charged estate planning issue. And emotions ...
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Reduce the impact of the 3.8% net investment income tax

High-income taxpayers face a regular income tax rate of 35% or 37%. And they may also have to ...
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What should you consider when choosing a guardian?

What’s arguably the most common reason people put off estate planning? It’s naming a guardian for their minor ...
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Benefits of a living trust for your estate

Benefits of a living trust for your estate You may think you don’t need to make any estate ...
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Ease the burden of being a member of the Sandwich Generation with these action steps

Ease the burden of being a member of the Sandwich Generation with these action steps If you’re currently ...
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Being a gig worker comes with tax consequences

Being a gig worker comes with tax consequences In recent years, many workers have become engaged in the ...
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If you’re married, ensure that you and your spouse coordinate your estate plans

If you’re married, ensure that you and your spouse coordinate your estate plans Estate planning can be complicated ...
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