Can You Stop and Restart Social Security Benefits?

June 7, 2024
I recently got an unexpected inheritance, and I do not need Social Security income right now. Is it possible to suspend my benefits and restart...

Helpful Tips for Maintaining Balance

May 31, 2024
I have fallen a few times over the past year and was interested in learning balance exercises that can help improve my steadiness?...

Ways to Make Gardening Easier

May 24, 2024
What tips can you offer to make gardening easier on the body? I love to putter around and work in the garden, but my back...

Impersonation Scams Target Seniors

June 14, 2024
On June 12, 2024, the Internal Revenue Service (IRS) announced that it is joining together with other governmental agencies to address the "rising threat of impersonation scams."...

Will AI Protect Taxpayers from Scams?

June 7, 2024
At a Inflation Reduction Act industry conference held on June 5, Internal Revenue Service (IRS) Transformation Lead for Notifications and Scams, Kareem Williams, discussed the latest efforts to protect taxpayers. The IRS is exploring options...

IRS States Direct File Is Permanent

May 31, 2024
On May 30, 2024, the Internal Revenue Service (IRS) announced the Direct File program will be a permanent option. The IRS plans to expand Direct File and offer the option for all states to participate...

Bypass the Estate Tax

June 14, 2024
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes...

Gift Tax Surprise

June 7, 2024
"Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do...

Zero-Tax Cash and Trust

May 31, 2024
About 15 years ago, Linda's father passed away. As her inheritance, she received a commercial lot that was a mile outside of town. At the time she received the inherited property, it was worth about...