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Individual Tax Topics

Insights on individual income tax issues, reporting, and planning considerations.

Forgot to file?

Forgot to file?

Forgot to file? What is…I forgot? As we say good bye to another tax year, we find ourselves planning for yet another tax season (unless that call from Fiji was…
Extension Deadline is October 15

Extension Deadline is October 15

Deadline for Extensions is October 15 …So “Here We Come” Updated September 21, 2020:  It’s funny…October 15 seems to come around every year. And we had so much fun with…
Where oh Where to Deduct Mortgage Interest

Where oh Where to Deduct Mortgage Interest

Where Oh Where to Deduct Mortgage Interest Oh where oh where does my mortgage interest go? Oh where oh where should it be? With standard deductions so high And interest…
Social Security 101

Social Security 101

Social Security 101 Your erstwhile blogger is becoming more and more interested in the social security (SS) system as he sees his ‘golden years’ quickly approaching through the windshield. So…
Let’s talk about Qualified Charitable Distributions.

Let’s talk about Qualified Charitable Distributions.

Let’s talk about Qualified Charitable Distributions. If I could show you a way for your ‘older’ clients to take money from their IRAs and not pay tax, would it be…