As a tax preparer, I hear questions like this from time to time. The short answer to you claiming your boyfriend as a tax dependent is: No. While I like ...

Have you taken money out of a Roth IRA? At this time of year, it is common for tax preparation clients to ask me about Roth IRAs and taxes. So, ...

There may come a time when you want to sell your rental property. After putting in all the time dealing with toilets, tenants, and trash, you’re looking to ...

Investment styles may come and go but the taxman will always be there ready to share in your wealth. As Bitcoin and other block chain investments have attracted lots of ...

Raise your children well. They may choose your nursing home and may even provide support you with financial support in your old age. If you’re lucky to have ...

As part of my divorce planning practice, I often work with clients to help them chart out their cash flows and projected tax issues to help reduce surprises. Sometimes folks ...