Burial Benefits for Veterans

March 15, 2024
What types of funeral benefits are available to veterans? My parent served in the military many years ago and I am wondering if they are...

Navigating Prescription Expenses

March 8, 2024
Does Medicare offer financial assistance programs to help with medication costs? I recently enrolled in a Medicare drug plan but need some assistance paying for...

Dividing Personal Possessions Without Dividing the Family

March 1, 2024
Do you have any suggestions on how to divide my personal possessions after I die without causing conflict? I want to leave my jewelry, art...

Ten IRS Tips To Avoid Tax Return Errors

March 22, 2024
On March 18, 2024, the Internal Revenue Service (IRS) reminded taxpayers that the April 15 filing deadline is quickly approaching. To assist taxpayers, the IRS offered ten tips to help avoid tax errors and speed...

Direct File Pilot Launched in 12 States

March 15, 2024
The Internal Revenue Service (IRS) was pleased to announce the launch of the Direct File Pilot Program. This new tax software is available in English and Spanish...

IRS Reminds Taxpayers to Report Digital and Other Income

March 8, 2024
In IR-2024-63, the Internal Revenue Service (IRS) reminded taxpayers that all income is taxable. This could include digital assets (such as cryptocurrency), income in the gig economy and any payments from foreign sources...

Gifts of Cash

March 22, 2024
Many people use their annual gift exclusion as part of an overall estate planning strategy...

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