TaxTip

Pointers, prep tips and analysis from the experts who do this every day.

Refund
Jul 30th, 2015

The IRS changed my refund. Now, what?

Ed note: We know how important it is to get a tax refund. While waiting for the refund to arrive can be frustrating, getting a refund that’s less than expected – or none at all – can be upsetting. Here are a few reasons this could happen, and what to do if it does happen […]

Education
Jul 24th, 2015

Saving for College While Reducing Your Tax Bill

Ed note: As a parent, I do worry sometimes about my daughter and her future education. How expensive will college be when she enrolls? Will she need an advanced degree too? Or what if she doesn’t go to college at all? While I can’t know the answers to those questions, I can do some planning […]

Tax Tip
Jul 17th, 2015

Boats and Taxes, Everything You Need to Know While You Stay Afloat

Ed note: OK, taxes are pretty serious business. But with something fun – like summer boating – we just couldn’t help but get a little “punny.” We hope it makes you smile, with the added benefit of helping you maximize your tax refund. If you are thinking about giving into “pier” pressure and buying a […]

Article
Jun 26th, 2015

Top 7 Things Same-Sex Couples Need to Know About Marriage and Taxes

Today, the Supreme Court decided same-sex couples have the fundamental right to marry. That means regardless of what individual states may have decided in the past (we decoded the confusing discrepancies here), all same-sex couples can now get married and have those unions legally recognized. Additionally, those already married and living in states that currently […]

buy
Jun 25th, 2015

Tax Tips for New Homeowners

Ed note: Congratulations on buying a new home! While it’s easy to get caught up in picking paint colors and planning where the furniture will go, don’t forget to keep track of important expenses and other home-related things that you will need at tax time. Leer en español. From determining how much you can afford […]

Jun 9th, 2015

Summer Camp Fun For Kids – And For Tax Refunds [INFOGRAPHIC]

Ready to send your child off to camp so you can get some peace and quiet this summer? I mean, so they can learn important things like leadership, outdoor survival and horseback riding? No matter why you send kids to camp, or whether they go to day camp or sleepaway camp, you may be eligible […]