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What Happens When I Withdraw From 529 Plan?

A Section 529 plan is a savings plan set up for higher education. It is usually set up for the account beneficiary who will be going to pursue higher education, usually your child or grandchild. If you have a Section 529 college savings plan, you know that there are a...

Must Joint Activities be Treated as Partnerships?

Filing taxes is confusing; that’s simply a fact of life. Filing gets even more confusing when you have to account for your joint activity, and you aren’t sure if you have to file jointly with your partner or if you can both do separate returns. Filing...

Start Planning Now For 2015 Taxes

It is fall again, and that means the leaves are changing colors. It is time to bring on the apple picking and pumpkin pie, and while you may not be thinking about it now, this is also the perfect to start planning for your 2015 income tax filing. Get a head start by...

Personal Tax Breaks Often Overlooked

You are sitting at your home office or your kitchen table. You’re sweating bullets and you’re dreading the next several hours. That’s because you’re about to file your taxes. The process is daunting and can sometimes just be downright cruel and unusual punishment. Any...