In addition to the difficult personal issues that divorce entails, several tax concerns need to be addressed to ensure that taxes are kept to a minimum and that important […]

With the school year now in full swing, teachers often pay for various expenses for which they don’t receive reimbursement. Fortunately, they may be able to deduct […]

If you’re like many people, you’ve worked hard to accumulate a large nest egg in your traditional IRA (including a SEP-IRA). It’s even more critical to carefully plan […]

When a married couple files a joint tax return, each spouse is “jointly and severally” liable for the full amount of tax on the […]

Years ago, Congress enacted the “kiddie tax” rules to prevent parents and grandparents in high tax brackets from shifting income (especially from investments) to […]

If you’re lucky enough to be a winner at gambling or the lottery, congratulations! After you celebrate, be ready to deal with the tax consequences of your good fortune.  […]

You may have heard of the “nanny tax.” But even if you don’t employ a nanny, it may apply to you. You see, […]

You may have heard about a proposal in Washington to cut the taxes paid on investments by indexing capital gains to inflation. Under the […]

If you’re a volunteer who works for charity, you may be wondering . . . does charitable volunteering yield tax breaks?  Yes, you

In the attached audio clip (click on photo above to listen), Spidell Publishing’s “California Minute” […]