Tax Tips

Tax Differences College Palsn: 529 Plan vs. Coverdell ESA

September 23, 2014

Millions of students are heading off to college and that collective groan you hear is the sound of parents who are scrambling to figure out how to handle… Read More

Top 5 Tax Planning Tips for Recent College Grads

August 19, 2014

Graduating from college feels a little like crossing the finish line of a very long race but in reality, it's just the beginning. Going from the classroom the… Read More

Pros and Cons of Tapping Your IRA to Pay for College Expenses

July 22, 2014

Earning a college degree is practically a must these days if you want to get ahead in the workforce but the cost can be a significant obstacle for… Read More

What the IRS Wants Students to Know About Summer Jobs

July 7, 2014

School's out for summer and for many students, that means joining the workforce. Taking on a summer job is an excellent opportunity for young adults to learn some… Read More

3 Important Tax Planning Tips for Parents of College Students

June 30, 2014

Paying for college can be a parent's worst financial nightmare, especially as increases in tuition rates continue to outpace inflation. There is an upside, however, since there are… Read More

3 Smart Strategies for Boosting Your 2013 Tax Refund

February 25, 2014

Tax time is here and for millions of Americans that means a little extra cash in the form of a refund. The average refund is right around $3,000… Read More

3 Things You Need to Know About the October 15th Tax Filing Deadline

October 11, 2013

For most Americans, tax day usually falls on April 15th but extensions are available for people who need more time to file. According to the IRS, approximately 12 million… Read More

Considering a Lump Sum Pension Payout? How It Can Affect Your Taxes

September 5, 2013

The popularity of traditional pension plans is steadily declining as many employers make the switch to 401(k)s and other defined contribution plans. According to the Pension Benefit Guaranty… Read More

Avoiding Common 529 Plan Mistakes | Maximize Benefits & Tax Savings

August 16, 2013

It's never to early to start stashing away cash for your child's education, especially with tuition costs steadily increasing. For the 2012-2013 school year, CollegeBoard estimated the average annual… Read More

Love and Marriage and Taxes: Filing Tips for Newlyweds

July 31, 2013

Summertime means longer days, warmer weather and of course, the peak of the wedding season. For many newlyweds, getting married means joining households and combining finances for the… Read More