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site design by digitalstoryteller.io
Planning for year-end gifts with the gift tax annual exclusion
/in News, Tax Tips - Individual/by Betty KimAs we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly using the annual exclusion, gifts to family members and loved ones can reduce the size of your taxable estate, within generous limits, without triggering any estate or […]
Scholarships are usually tax free but they may result in taxable income
/in News, Tax Tips - Individual/by Betty KimIf your child is fortunate enough to be awarded a scholarship, you may wonder about the tax implications. Fortunately, scholarships (and fellowships) are generally tax free for students at elementary, middle and high schools, as well as those attending college, graduate school or accredited vocational schools. It doesn’t matter if the scholarship makes a direct […]
[IRS Tax Tip] Here’s why taxpayers should have an IRS online account
/in News, Tax Tips - Individual/by Betty KimHere is a tax tip recently released by the IRS we find super helpful for our clients! An IRS online account is an safe an easy way for individual taxpayers to view specific details about their federal tax account. Here are some of the benefits and features of this online system. Taxpayers can view: Their […]