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Is college financial aid taxable? A crash course for families
/in News, Tax Tips - Individual/by Betty KimAs my oldest daughter enters her senior year of high school, our family is stepping into the world of college applications, financial aid, and exploring the growing costs of higher education. It’s been eye-opening to see how competitive the process has become—and how quickly tuition adds up, even for in-state public schools. The article below […]
The advantages of a living trust for your estate plan
/in News, Tax Tips - Individual/by Betty KimLately, I’ve found myself attending more funerals than I ever expected at this stage in life — and with that comes a wave of questions from friends, clients, and family about what happens when a loved one passes. It’s emotional, complicated, and often filled with more questions than answers. One thing that can make a […]
Digital assets and taxes: What you need to know
/in News, Tax Tips - Individual/by Betty KimAs your trusted CPA, I want to highlight that digital assets have become a major focus area for IRS enforcement. We’ve recently seen a noticeable rise in IRS notices targeting clients who either overlooked reporting digital asset transactions or inaccurately reported them. Accurate and thorough reporting is now more critical than ever. Remember, transactions involving […]