PRINCIPAL RESIDENCE 0 Comments / January 19, 2015 A taxpayer can exclude up to $250,000 ($500,000 for married... Read more
PRIVATE ACTIVITY BOND 0 Comments / January 18, 2015 Generally, interest from municipal bonds issued by a state or... Read more
QUALIFIED PLAN 0 Comments / January 17, 2015 This term refers to retirement and employment benefit plans that... Read more
TAKE ADVANTAGE OF EDUCATION TAX BENEFITS 0 Comments / January 15, 2015 Article Highlights: Student loans Gifting low basis assets Education credits... Read more
ROLLOVER 0 Comments / January 15, 2015 A rollover is a tax-free withdrawal of cash or other... Read more
SECTION 179 DEDUCTION 0 Comments / January 14, 2015 This refers to a section of the Internal Revenue Code... Read more
SECTION 529 PLAN 0 Comments / January 13, 2015 Qualified Tuition Plans (also known as Section 529 Plans) are... Read more
BEWARE OF THE ONE-PER-12-MONTH IRA ROLLOVER LIMITATION BEGINNING IN 2015 0 Comments / January 13, 2015 Article Highlights: 60-Day limit New interpretation New one-per-12-month-period rollover rule... Read more
SHARED EQUITY ARRANGEMENT 0 Comments / January 11, 2015 A shared equity arrangement is a method of financing the... Read more