Who Can Be Claimed as a Dependent?
It is everyone’s favorite time of the year, right? Maybe not so much. As a tax preparer, I often get questions during this time from family and friends regarding their own personal tax returns. Questions usually stem from the idea of “getting something back”, or often sound something like, “I paid for this during the […]
RMD Status: It’s Complicated
“It’s Complicated” is a relationship status used on social media by people when their relationship is full of tension and they find themselves in a mixed state. With Valentine’s Day next week and the recent passing of the Secure Act 2.0, I made the association between this term and the current status of Required Minimum […]