Tag Archives: taxes

January 20, 2019

Splitting Investment Income on Tax Returns

When a joint investment account is divided, the financial institute will use only one Social Security number to report the earnings and thus only one 1099 will be issued for that account. For example, following their divorce, Dick and Jane Continue reading…

November 10, 2015

Charities: What You Give vs. How Much You Give

Categories: BudgetingMoney and FinancesTaxes

The holiday season is when many people do a significant portion of their charitable giving for the year. Once you have decided which charitable organization to support and how much, you should also consider how to give that support. What Continue reading…

July 31, 2015

Charities: What You Give vs. How Much You Give

Categories: BudgetingMoney and FinancesTaxes

The holiday season is when many people do a significant portion of their charitable giving for the year. Once you have decided which charitable organization to support and how much, you should also consider how to give that support. What Continue reading…

May 20, 2014

Plan for Tax Changes During and After Your Divorce

During and after a divorce, tax matters take on new importance since your financial circumstances have probably changed, as has your filing status. If you were in charge of tax returns during your marriage — and especially if you were Continue reading…