Turning your residence into a rental is challenging from a tax perspective. That is even more so for Active and Retired Military Members. They need to watch out for and be aware of the rules for non-qualified use of a primary residence.
There are a lot of advisors that "hate" annuities. But they can have their place in a financial plan. One possibility is inside a trust.
Getting ready to retire from the military? Missed our Live Chalk Talk on Watching out for these Tax Tripwires? Here's your second chance.
Another birthday comes and goes. It's amazing how many changes in your financial life are tied to your birthdays. Here's a list.
Dealing with the loss of a loved one is no fun. Dealing with their finances and taxes are no fun. Just like a civilian, military members often need to deal with those issues. Here are some things you need to know about taxes.
One of the many things I learned while I was in the military is that the Congress is really good at doing nothing. If that continues, the TCJA will sunset at the end of 2025. What could that mean to you?
Active and Retired Senior Military Officers and NCOs are often confused on how gift taxes work. They can be a little complicated. Here are some basics.
While you're on Active Duty your taxes are generally pretty easy. That will change when you retire from the military and start a second career. Here are 3 errors we've seen from new clients every year in the more than a decade we've been preparing tax returns.
Figuring out what to do with an inherited house the week after your Mom or Dad passes away isn't optimum. Here are some things you should be ready to do if the event were to occur.
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